Questions on Cards
How to reopen a completed card?
To reopen a completed card, you can edit the blueprint in the respective Orchestration where you can add a new transition from the current stage to any of the previous or starting stages, and then publish the orchestration once again to save the new ...
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 ...
What are Transition drafts?
While performing transitions, if you are unsure of some information while updating fields, you can provide the required information in transition fields and save it as a draft. Click on the "Review expenditure" transition button, provide the required ...
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 ...
When a blueprint or form is edited and saved, will those changes be reflected in the existing cards?
Yes, the changes made in associated blueprints and forms will be reflected in the existing cards. However, make sure to publish the orchestration in order to view the changes.
Can I change the assignee to my card?
Yes, the assignee of a card can be changed. Only one person, or team can be assigned to a card at a time.
Where can I view the recent activities of a card?
Navigate to the Cards tab and select a card that you would like to view the recent activities of. Scroll down to the Activities section to view all the actions performed in the card. Note that the Activities section is available under the Comments ...
What kind of files can be imported or exported in Cards?
Qntrl allows users to import cards saved in XLS, XLSX, or CSV files. This helps to automate cards and track the progress efficiently. You can also export the data available in cards either as an XLS or CSV file.
Who will be able to view a card?
The a dmin user, card requestor, assignee, and users, roles , or team s performing the card will be able to view the card, provided their profiles hold the required view privilege . However, users with relevant 'Set P ermissions' will also be able ...
How do I perform a card?
Users can perform a card by clicking the transition buttons (in orange). Note that only the users who have access to perform the card will be able to view the next available transition buttons. For example, upon clicking the "Review expenditure" ...
Who will be able to perform a card?
Apart from the card assignee, the users, roles, and teams specified in the Who can perform this transition section of the blueprint will be able to perform a card. Do note that if the field remains unspecified, everyone who has access to the card ...
What are cards?
A Card in Qntrl is designed to help you create tasks in your business process, and assign them to the right individual, teams, or roles. The real-time progress and status of a card can be monitored any time, through the stages of the blueprint with ...

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