Content:
1. How to access the Card Context menu?
2. Overview of the Card Context menu capabilities
1. How to access the Card Context menu?
The card Context menu provides quick access to many functionalities and facilitates your everyday work with cards, initiatives, and boards.
Every card and initiative has a context menu that is available in the upper right corner of the selected item on the board view (closed card view). The menu can also be accessed by right-clicking on the card.
2. Overview of the Card Context menu capabilities
Here is the list of functionalities that you can apply using the Context menu.
Filter Links Hierarchy - Use it to instantly filter out the current board and display all cards and initiatives linked to the respective card/initiative. This helps users to gain an insight into the item's relationships (parent/child) on the board.
The feature filters all the child, parent, and grandparent cards in the existing hierarchy from grandparent cards at the highest level to child cards at the lowest level in the hierarchy.
Comment - this is a shortcut to the Comments tab of the card, where users can review/edit/create a task-related comment or mention another user in Kanbanize. For more information, please check the dedicated article.
Subtask - this is a shortcut to the Subtasks tab of the card, where users can create/edit/delete subtasks or checkmark finished ones For more information, please check the dedicated article.
Link/Copy - allows users to create a hierarchy and order between new and existing cards via parent/child/relative/successor/predecessor relation. With the "Simple Copy" capability, you can easily create a card copy. For more information, please check the dedicated article.
Permalink - use it to copy the unique card URL for reference. Just click the Permalink and then use the keyboard shortcut (Ctrl+V) to paste it.
Watcher - watching cards allows users to receive notifications for any changes that have been made on a certain card, even if you are not subscribed to get notifications from the board where the card is located. From the card Context menu, you can only assign yourself as a card watcher. If you want to assign a different user, please use the Watcher property in Card Fields.
Log time - users can log time at a card or subtask level. For more information, please check the dedicated article.
Assignee - use this shortcut to quickly assign cards without opening them.
Color - use this option to change cards' color.
Deadline - set up a deadline for the task from the calendar picker.
Priority - select/change card priority.
Size - input card size value. For more information, please check the dedicated article.
Tag - input a tag value. For more information, please check the dedicated article.
Type - quickly set up or change the type of single or multiple cards. Click the icon to open a box with all types, assigned to the board. For more information regarding types, check the dedicated article.
Custom Fields - set/update/remove custom fields. For more information, please check the dedicated article.
Move - move the card horizontally between columns (left, right) as well as vertically in the column itself (top, bottom/ up, down). The “Move to” option allows you to move cards across boards and projects.
For more information, please check the dedicated article.
Block - block a card and make it immobile unless being unblocked. For more information, please check the dedicated article.
Delete - allows you to delete this card from the board. For more information, please check the dedicated article.
Follow up – allows you to set up a reminder and follow up on the card within 5,15 or 30 minutes /1, 2 or 4 hours/ a selected date from the calendar. Upon deadline expiration, a reminder pops up on your board and the system sends you an email notification.
Done – select it to directly move the card into the "Done" column of your Kanban board.
TIP: If a card is already located in the "Done" column, you can archive it through the Context menu.
Select the button Archive and the card will be stored in the system permanent archive.
