Risks card views

In this section, you can manage the card views of a given box. Card views allow you to create and configure different risk card layouts to display task information using the Risks module.

Risk cards display task attributes in rectangular cards. It is very convenient to move them around and change selected attributes by dragging and dropping or inline editing field values. Any Jira issue type can be displayed as a risk card in the Risks module as long as the Risks probability and Risk consequence fields are populated. 

Using the template creator, you can add different fields to the card and change the dimensions of the added field and the card itself.

Security and access

Only a user with a minimum box admin security role can access and manage the box configuration.

To design the card views:

1. Go to box configuration > Risks module > Card views.

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Add new card views

To add a new card view:

1. Go to box configuration > Risks module > Card views.

2. Click Add new card view.

3. Enter Summary.

4. Define Visibility. Set the visibility to Public if you want other users to select that view from the Card view drop-down.

5. Optionally, provide a Description.

6. When ready, click Create.

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7. Once created, the new view appears on the list.

8. To modify the layout, select the clickable name link in the Summary column.

9. Use the Card view creator to design the card. Drag the fields from the list of available fields onto the card to add a new field.

10. You can apply the new layout by selecting the layout from the Card view drop-down in the Risks module.

Active card view

If you apply one of the available views from the Card view drop-down, it becomes active, and a green check mark appears next to its name. This means that this view will be applied whenever a user opens the module or returns to it.

Inheritance mode

The card views can be inherited by the sub-level boxes when the inheritance mode is set to inherited only or own with inherited in the box type configuration. This way, every time you create new views or edit the existing ones, all available views will be updated in the sub-level boxes as well. 

To learn more about the inheritance mode, go to Risks Card Views in Box types.

Edit card views

To edit a card view:

1. Go to box configuration > Risks module > Card views.

2. Click the Details button.

3. Make changes to the Name, Visibility, or Description fields.

4. To apply changes, click Save.

Duplicate card views

You can duplicate an existing layout and adjust it to your needs. Click the Duplicate button, and BigPicture will create a copy of a selected view.

Delete card views

To delete a card view:

1. Click the Delete button next to a card view you want to delete.

2. To confirm, click Delete.