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.
-
To navigate to list view, click
icon in the Cards tab.
-
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.
-
Navigate to an orchestration shortcut
and click
icon.
-
Choose a Form in the top-left corner of the left panel.
-
The stages configured in the form's blueprint will be listed in the left panel.
-
Click on each stage to view the cards active in them.
How to progress cards using kanban view
-
Click and drag a card in the kanban panel.
-
The stages to which the selected card can be moved are highlighted.
-
The other stages are blurred out.
-
Drop the card in the desired stage.
-
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.
-
Hover over the stage name in the kanban column.
-
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
-
Navigate to the
Cards
tab and click the
New Card
button.
-
Select the
Form
under which you want to create the card.
-
Enter the card details and click
Save.
-
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:
-
Navigate to the
Cards
tab and select a card
that you would like to view the details of.
- 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.
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.
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.
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