Overview of Cards | Online Help | Qntrl

Overview of Cards

Cards are created to request available solutions in an organization. To request a solution, users fill out forms in orchestration, capturing the details of the solution. The card is then assigned to individual users, generally to be performed within a defined period.  

Say you need to book accommodation for an employee during their head office visit, you can create a card requesting the related solution. Based on the card parameters, a corresponding blueprint in the orchestration will be mapped. 

Access privileges:  Users with Create Cards permission in the Orchestration will be able to create cards in the corresponding orchestration.


Card Views

Cards in Qntrl are displayed using two different views: List and Kanban. 

List View

This is the conventional view, where all the cards are listed in chronological order, by default. 

  1. To navigate to list view, click  icon in the Cards  tab.
  2. You can customize the columns that are displayed in the list view, as well as modify the order of the columns in ascending or descending sequences



Kanban View

Kanban view displays the active cards available in the stages of specific forms.

Kanban view is available only for orchestration shortcut tabs.
  1. Navigate to an orchestration shortcut   and click  icon.
  2. Choose a Form in the top-left corner of the left panel.  
  3. The stages configured in the form's blueprint will be listed in the left panel. 
  4. Click on each stage to view the cards active in them.



How to progress cards using kanban view

  1. Click and drag a card in the kanban panel.
    1. The stages to which the selected card can be moved are highlighted.
    2. The other stages are blurred out.
  2. Drop the card in the desired stage.
  3. Confirm your action. 
When a form is selected, the stages of all the associated blueprints in the orchestration are listed in the kanban view.       

How to reorder stages in kanban view

By default, the Kanban columns are displayed in alphabetical order of the blueprint stages. However, this order can be interchanged. 
  1. Hover over the stage name in the kanban column.
  2. Click and drag the column to the desired location. 
Reordering stages in the kanban panel does not reorder the stages in the respective blueprint.

Create card 

  1. Navigate to the  Cards  tab and click the  New Card  button.
  2. Select the  Form  under which you want to create the card.
  3. Enter the card details and click  Save
  4. If you’re not ready to create the card yet, you can save the entered details as a draft by clicking Save as Draft.


  • Cards can be assigned only to individual users. 
  • It is not mandatory to assign a card to a user during card creation. Users can be assigned at later stages of the card. 
  • Cards will be mapped to blueprints with matching or no criteria.  
  • Visibility of the draft is restricted to each user.
  • Card drafts cannot be accessed if:
    • The form associated with the card is deleted or deactivated.
    • User permissions to add cards using the associated form is withdrawn. 

View card details

To view all the details of the card:
  1. Navigate to the  Cards  tab and select a card   that you would like to view the details of.
  2. The ensuing page will hold all the card   details like card name, card creator, associated orchestration, current stage, associated blueprint, fields, comments, and activities. 



Card fields

Title

This field holds the card's title. You can modify the title only if you have both the  Edit permission on the card and the  Read/Write permission for Title field.  Learn more about Card-Level  and Field-Level  edit permissions.

Description

A short description about the card can be mentioned here. You can only modify the description if you have both  Edit permission on the card and  Read/Write permission for Description field. 

Team

This field displays the team that can work on the card. The assignee must be a user from this team. The card can be picked up by any user from the team.

Assignee

This field holds the user responsible for executing the card. You will not need  Edit permission to modify this field.
  • A user can pickup a card: 
    • When the user has Access Cards permission in the Orchestration and also has the  Assign permission under the Cards   to me category.
    • When the user is an Admin.
    • When the user is part of the assigned Team.

  • A user can assign a card to other users:
    • When the user is an assignee of the card and also has  Assign permission under the  My Cards to others category.
    • When the user has the  Assign permission under the  Cards to others category.
    • When the card is assigned to the user's  Team.

Due on 

This field holds the card's due date. You can only modify the due date if you have both  Edit permission on the card  and Read/Write permission for Due on field. 

Priority

Priority of the card can be specified here. It helps the assignee prioritize his work diligently. You can only modify the field if you have both  Edit permission on the card  and Read/Write permission for Priority field. 

Attachments

Any file related to the card can be attached here. The size of the attachment must be lesser than 65 MB. You can only modify the field if you have both  Edit permission on the card  and Read/Write permission for Attachments field. 

Attachments can be downloaded or previewed. Attachment preview is supported only for these formats: all image files, pdf, txt, xml, jsp, json, java, html, htm, ppt, pptx, pps, ppsx, docx, doc, rtf, odt, docm, dot, dotm, and dotx.

Actions 

You will be able to view and perform actions in the card if you have Access Cards permissions in Orchestration or if mentioned in 'Who can perform this transition?' section in Blueprint.  

Other fields

Other custom fields designed in the form can only be edited if you have both the  Edit permission on the card as well as the  Read/Write permission for the particular field.

Comments

Comments provide a space for initiating collaboration on the card. To edit comments, the user should have both the  Edit permission on the card as well as the  Read/Write permission for the comment field. 

Only the user who adds the comment will be able to edit it. Comments can only be deleted by the Admin or the user who added them. However, Admin will not have access to delete the attachments added to comments. 


Activities

All actions performed on the card are displayed as Activities . Every user will be able to view all user activities except the ones performed on fields with the  Hide permissions. 


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • What are Card drafts?

                                                                                                                You can provide the required information in Card fields and save it as a draft. Drafts will be available every time you want to create a new card.  To save as draft, click on the Add Card button, provide required card details and click the Save as ...
                                                                                                              • Can I customize to view only required details of the cards in the list view?

                                                                                                                Yes, details of cards in the list view can be customised as per your business requirements. To do so, 1. Navigate to the Cards tab or any orchestration shortcut tab in Qntrl. 2. Click  to the left of Card ID. 3. Toggle the button ON/OFF to enable or ...
                                                                                                              • Manage Cards

                                                                                                                Users will be able to view, Cards created by them. Cards requested by them.  Cards in which the user can perform one or more Actions . Cards created in orchestrations where the user has Access Cards permission.  Access Privileges :   Admin users will ...
                                                                                                              • Qntrl for iPhone

                                                                                                                Carry your workspace wherever you go using Qntrl's mobile app. Users can view requests, perform cards, and track updates on the go by downloading Qntrl's iOS application.  Minimum OS version: iOS 10 Install Qntrl to your iPhone You can install Qntrl ...
                                                                                                              • Card custom views

                                                                                                                Cards are grouped and displayed under different views. Users can use Qntrl's default views or also create their own custom views. Default Views There are five default views supported by Qntrl. To use the default view: Navigate to  Cards  tab and ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources