Cards

How can I print / export a Card?
You can print / export a card, or several cards, two ways.  From within the card: Open the card you wish to export, press the three dots  in the top...
Mon, 11 May, 2020 at 12:47 PM
How do I Delete a Card?
There are two ways you can delete a card. From within the card: Press the three dots in the top right corner and "Delete" from the dropdow...
Mon, 11 May, 2020 at 12:50 PM
How do I create a Card using a template?
First up, you'll need to make your template.  To create a card using that template, press this icon  on the left hand side of your screen and "...
Mon, 11 May, 2020 at 11:11 AM
How do I template a tab in a Card?
Creating a tab template is helpful if you want to have a consistent look in a particular tab on a variety of different types of cards.  You might have m...
Mon, 11 May, 2020 at 12:52 PM
How to I create a new tab using a template?
To add a new tab in a Card, press the three dots next to the last tab, and "New Tab". Create a title for the new tab, select the template, press...
Mon, 11 May, 2020 at 12:51 PM
How do I replace/edit a Card or Tab template?
Create a new Card or tab using the template. Update it to how you want it to look, then click on the three dots and "Save as Template". Click on t...
Mon, 1 Jun, 2020 at 11:34 AM
I’m having issues formatting in my Card tab
If you are having trouble with formatting of any kind while typing into a tab in your card, start over by clearing your formatting. 1. Press "Edit&...
Mon, 11 May, 2020 at 12:54 PM
How do I automatically insert status/ my name / date / time in a card?
A Status Update is a quick way to document a phone call with a cast member or note down a current quote while you are in budget discussions. This will build...
Mon, 11 May, 2020 at 12:55 PM
How do I find or search for my Cards?
Everything in your Project lives in the Project Library.  Hit the bookcase icon on the far left of your screen to access the Project Library.  From here y...
Tue, 2 Jun, 2020 at 2:16 PM
How do I add a Card onto my Project Dashboard?
To add a Card to your Project Dashboard. Go to the Card itself, click the three dots top right and select Add to Dashboard   You get the option ...
Mon, 11 May, 2020 at 1:00 PM