How do I perform a card? | Online Help | Qntrl

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" transition button, the card progresses to its next stage in the blueprint. 

    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

                                                                                                          • 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 ...
                                                                                                          • Other actions in orchestration

                                                                                                            Rearrange top panel Access Privileges Only users with access to Settings in Access Control can perform this action. Qntrl allows you to rearrange the tabs available in the top panel such as Cards, Reports, Orchestration shortcuts, and Extensions. To ...
                                                                                                          • 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 ...
                                                                                                          • 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 ...
                                                                                                          • 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 ...
                                                                                                            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