Customize cards on Boards and columns in Lists

You can customize the looks and size of cards in a view and configure cards to show what you want. The cards can be configured to appear smaller, or larger, or to include more or less units. A card unit is an element that has some information about the entity represented by this card. For example, a user story card will include such units as points, owner, last commented.

To start customization from the view builder navigate to the Customize Cards tab.

Customize settings for already existing views

To customize already existing view, press Actions > Set up view link in the view header, then open Customize Cards tab.

Only Administrators and view owners are allowed to customize settings of existing views.

If you want to change the cards configuration on a view you are not an owner of you can clone this view. Then open your new private copy and change its settings as you want. Share the new view with your teammates using Access tab.

Customize Cards wizard

That's how the Customize Cards settings screen looks:

The sizes are listed on the left, the card under construction is shown in the center, the units are shown on the right. Use drag-n-drop or simply double-click on a unit to build the card the way you need.

Select size

5 sizes are available for all the cards in a View. Each size corresponds to a relevant zoom level.

You can uniquely configure any card size:

  • XS - only basic info, just one line. It can be a card name or ID.
  • S - a bit more info fits in here: two lines, e.g. a card name and avatars of assigned people.
  • M - still more info: three lines. It can be a card name + tags + avatars and time spent.
  • L - this size is for the detailed info. Click on a “+” button on the card bottom to add unlimited number of lines.
  • XL - a maxi stretch fit. That is how a card looks in the list-like mode.
  • List - displays maximum info in minimum space. Unlimited nested lists are allowed.

Any card comes with a tooltip showing how the card looks if customized to the L-size.

Select units

The list of units is an entity type specific. You can switch between the cards if there are several entities displayed in a View.

There are general units available for all types of entities, such as the entity ID or Name, and there are type-based units available for a certain entity type, for example a Severity unit for Bug.

Custom fields are also available as an option for customizing the look of cards. If a custom field is critical, someone would definitely want to have it displayed on cards as on a board. Custom fields with the same name but different capitalization will be combined in one unit.

If you can't remember if a unit is available for a card, use search. Type in the name of the unit, and a selection of shortlisted matches will be shown.

Drag-and-drop units to the card template

Units fit into available space in single lines. You can also double-click on a unit and if there is available space it will be put there automatically.

When you start to drag-and-drop a unit the available space will be highlighted with dots lines. It is also possible to put a unit between other units. If there is no available space you can remove any unit of a corresponding size with the help of the small "x" button or by double-clicking on the unit.

The changes are applied to cards in the View you are configuring immediately. No any other View is affected.

Customize columns in lists

Similarly to cards on Board view, you're welcome to customize columns in Lists.

Re-use customization settings

It is not possible to save or load settings of customized cards. However it is possible to clone a view with all customization settings preserved and build a new view using already existing design of cards. It is also possible to save an existing view as a template and then apply the saved template to your newly created view.

Extra units for cards and columns

Some units are missing for choice by default, but they can be added within extensions (Mashups).

Configure colors for cards

Highlighting cards on the Views using your own rules is available with Visual Encoding.

Customize cards for export

Export to CSV feature does not take into account Customize Cards settings so far.

Customize cards for print layout

You can customize the looks and size of cards in a Print view. Print cards option will print out Cards of L size on pages.

  • Joseph Alvin Spinner

    can you assign permissions to customized fields

  • Anna Ko

    For now it’s not possible, you may want to raise an idea of this kind at our User Voice site http://tp3.uservoice.com/forum
    Only board owners and Targetprocess administrators are able to customize cards currently.

  • CJM

    Why is there no way to adjust cards across many views. Can I create a card template to select on each new view?

  • Anna Ko

    I’m afraid, it’s not yet possible. However please, feel free to support the existing enhancement request at http://tp3.uservoice.com/forum

  • Yaar Almagor

    Can I customize a card with a custom report? I created a custom report for bugs and now I want to open it via the bug card, can I do it somehow?

    The same is apply for columns in lists

  • Kate

    Hi Yaar,
    You may want to use Custom field of URL type for this. Create new Custom Field for Bug and add direct URL to the report there. Such custom field can be added to the card/list using Customize Cards option.

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