Manage Cards | Online Help | Qntrl

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 be able to view all the cards.
  • For all other user profiles,  View permission under  Access Control must be enabled.
You can mention users while adding comments to cards. The tagged users will be sent email, web, and mobile notifications based on their notification preference

To mention a user in the comment,
  1. Type ‘@‘ in the comment box and start typing the user name. 
  2. Select the user name from the suggested list of names. 
  3. Click Post Comment.  
  1. You can only tag users who have accepted the invitation to join the organization. 

  2. Users of the following categories can only be tagged:  Card assignee, Card requestor, Transition/Action performer, or Orchestration creator.

  3. Also, users profiles with ‘View: Cards assigned to others’ permission enabled in Access Control can be tagged. 
  4. You can tag any number of users to a comment.

  5. A comment can hold a maximum of 50,000 characters.  

Add attachments to comments

You can drag and drop files as attachments while adding comments to cards.

For image files, you can also add annotations such as notes, underlining the important information, highlighting the area that needs more attention, and much more.

Annotate option will show up only for images in the following formats: png, jpg, jpeg,bmp, and gif.

Also, you can rename the attachments directly from here using the Rename option. 

Customize card columns

Pick the card fields  you want to view and hide the rest using customization options. 
  1. Navigate to the  Cards  tab or any orchestration shortcut tab at the top bar and click   to the left of Card   ID .
  2. Toggle the button ON/OFF to enable or disable the columns.
  3. Click  Save. 

  • Title  field is     mandatory and cannot be disabled. 
  • Only default fields will be displayed in the cards tab.
  • Default fields and other field labels (including advanced fields) used in the orchestration will be displayed in the   orchestration shortcut tabs.

Filter cards

Filter your card to view specific work items.
  1. Navigate to the  Cards  tab or any orchestration shortcut tab at the top bar and select the  Filter  dropdown.
  2. Select the required Filter options.
  3. Click  Find. 
Dropdown, User Dropdown, Single-Line, Email Address, and Link custom fields will be displayed as a category to filter. 
Cards can be sorted in ascending or descending order of custom fields. By default, the latest card created will be listed first. 
  1. Card ID and Title fields cannot be sorted.
  2. Single-Line, Integer, Decimal, Date & Time, Date, Email Address, and Radio Button fields can be sorted. 
To sort cards,
  1. Navigate to the  Cards  tab or any orchestration shortcut tab at the top bar. 
  2. Click the up arrow or down arrow icon next to the column name.
    1. Up arrow indicates ascending order and down arrow indicated descending order. 

Other columns in List view can be sorted similarly.

Save filter as custom view

You can save the filtered cards as a new Custom View  under orchestration shortcut tabs.   Once the cards are filtered:
  1. Click  Save   in the top-right  corner to view Add Custom View pop-up. 

  2. Enter the details and click  Save

Export cards                     

You can export the data available in cards either as an XLS or CSV file. 

Cards present under the selected view and filter will be exported. 
  1. Navigate to the  Cards  tab or any orchestration shortcut tab at the top bar. 
  2. Use the view and filter options to display the cards that need to be exported.
  3. Click   in the top-right corner of the page. 
  4. Depending on your requirement, select Export as CSV or Export as XLS .
  5. Now, you will be prompted to encrypt your file. Click Yes , if you opt for encryption. Else, click No.
The exported file will be downloaded to your computer. Encrypted files can be accessed only with password. 

  • Encrypting your files ensure safety of confidential data. 
  • If you are exporting more than 3,000 cards in one go, a URL to download your file will be emailed. This URL will expire in 7 days.
  • Data available in Multi-Line fields, File fields, and Advanced fields will not be exported. 

Import cards

Qntrl allows users to import cards saved in XLS, XLSX, or CSV files. Importing cards to Qntrl helps automate and track their card progress efficiently. 
  1. Navigate to the  Cards tab   or any orchestration shortcut tab at the top bar. 
  2. Click   in the top-right corner of the page and select  Import Cards.  
  3. Fill in the details:
    1. File Type : Choose the type of file you are about to upload. 
    2. Upload File : Attach the file to be imported.
    3. Form : Select a form in which the cards must be imported. 
  4. Click  Proceed.

The first three rows of the uploaded file will be displayed as a preview. 
  1. Map the file headers with relevant fields of the chosen form.
    1. All the mandatory fields must be mapped.
  2. Date Format : Choose the date format used in the uploaded file. 
    1. One of the following date formats must be used in the imported file: MM/dd/yyyy, dd/MM/yyyy, MM-dd-yyyy, dd-MM-yyyy, yyyy-MM-dd, yyyy/MM/dd.
    2. If the file's date format differs from the organization's current format, it will be reordered to maintain consistency.
  3. Time Format : Choose the time format used in the uploaded file.
    1. The time format used in the imported file can be 12 or 24 hours.
  4. Click  Import

An import will be scheduled by Qntrl. The status of the import will be emailed to you.
Explore business scenario for importing cards.
  1. Sample CSV and XLS file can be downloaded for reference. 
  2. Uploaded files must be UTF-8(Unicode) encoded.
  3. Ensure that there are no empty rows or columns in the file.
  4. The Cards will be mapped to the relevant blueprints, based on their criteria.
  5. The created Cards will not be assigned to any user.
  6. Dropdown and Multi Select fields can only be mapped with the options predefined in their Form.
  7. Multi Select field values must be comma-separated.
  8. Only 5000 Cards can be imported at once. 
  9. Import values cannot be mapped to fields created during transitions. If you want to import values to these fields, try moving the field from Transition Field section to another section.

Access Privileges : By default,  Admin Users  will be able to import cards. For all other user profiles, the Import Cards   permission under  Access Control  must be enabled. 

Edit cards

  1. Navigate to  Cards  and select the card you wish to edit.
  2. Modify the card details.
  3. Click Save .
  • The orchestration associated with a card cannot be modified. 
  • Card     ID  is generated based on the chosen orchestration and cannot be edited.
Access Privileges  Admin  Users  will be able to edit the cards associated with them, as well as others. For all other user profiles, the   Edit  permission under   Access Control  must be enabled.

Move cards

You can move your cards   from one blueprint to another under the same orchestration .
  1. Navigate to   Cards  and click on the card you wish to move. 
  2. Click  at the top right corner and select  Move from the dropdown.
  3. Choose a Blueprint from the available list of blueprints and click  Move.

  • Cards can be moved only to published blueprints.
  • Cards can be moved only to blueprints that are enabled.
  • To move a card to another blueprint, ensure that the other blueprint's criteria matches the card. 

Delete card

  1. To delete a card, select the card you wish to delete.
  2. In the ensuing page, click  in the upper right corner and select  Delete
  3. Confirm your action. 

Access Privileges  Admin Users  will be able to delete the cards associated to them as well as others. For all other user profiles,   Delete  permission under   Access Control  must be enabled.

    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

                                                                                                      • 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 ...
                                                                                                      • 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 ...
                                                                                                      • Qntrl for Android

                                                                                                        Qntrl app is available for Android devices. Users can perform actions on the go using Qntrl app for mobile.  Minimum OS version: 5.1 Lollipop Install Qntrl to your Android device  Qntrl's  android app is available in Play Store. Search for ‘Qntrl’ in ...
                                                                                                      • Step 1: Create Form

                                                                                                        Forms are used to capture requests from users that help you collect the data required to kickstart workflows and perform tasks in Qntrl.     There are different departments in an organization providing different solutions. For instance, the finance ...
                                                                                                      • Replace User

                                                                                                        When an employee gets promoted or quits the organization, their tasks and responsibilities must be handed-over to another employee to takeover. Qntrl helps you handle such replacement processes efficiently by transferring ownerships from the former ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



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


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


                                                                                                          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