Card details
Click a card to open it. On the right are List, which shows where the card is, Add to card and Actions. You need the Editor role on the board to change a card.
For comments, see Comments and notifications.
Title and description
To rename the card, click its title, type and press Enter.
To add a description, click Add more detailed description. Later, click the text to change it. Click Save when you're done, or Cancel to throw your changes away. Clicking outside the editor also saves.
Members and labels
Under Add to card, click Members and pick who works on the card. Only board members appear. To add or remove yourself, click Join or Leave under Actions.
Click Labels to tag the card, then click a label to add or remove it. To make a new one, click Create new label, type a Title, pick a Color and click Create label. Everyone on the board shares its labels.
Due date
- Under Add to card, click Due Date.
- Pick a day in the calendar, or type it in Date.
- Change the Time if you need to.
- Click Save.
Tick the box next to the date when the work is done. On the board, the date turns orange when it's due within a day, red when it's late and green once it's ticked. To clear the date, click it and choose Remove. Planka doesn't send reminders about due dates.
Stopwatch
The stopwatch tracks time spent on a card. Under Add to card, click Stopwatch, then Start. Next to the time, click pause to stop it and play to carry on. Each card has one stopwatch, shared by everyone, and it keeps running when you close Planka. To correct the time, click it, click the edit button, change Hours, Minutes and Seconds, and click Save.
Task lists
A task list is a checklist inside the card.
- Under Add to card, click Task List.
- Type a Title.
- Click Add task list.
- Click Add task.
- Type the task.
- Press
Enter.
Tick a task when it's done. To assign it to someone, point at the task and click the person icon. With Show on front of card on, the card shows a progress bar on the board.
Link to card, next to Add task, adds another card as a task. It's ticked when that card moves to a closed list.
Attachments
Under Add to card, click Attachment, then From Computer. You can also drag files onto the open card, or paste them with Ctrl + V (⌘ + V on a Mac). For a picture, click Make Cover to show it on the front of the card.
Custom fields
Custom fields hold extra details, such as an order number, in named groups.
- Under Add to card, click Custom Field.
- Type a Title for the group.
- Click Add custom field group.
- Click the pencil next to the group.
- Click Add custom field.
- Type the field's Title.
- Click Add custom field.
- Close the popup.
- Type the value in the field.
- Press
Enter.
To give every card on a board the same fields, click the ⋮ button at the top right of the board and choose Custom Fields.