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 actions that you can perform using the Context menu.
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.
Owner - use this shortcut to quickly assign work items without opening them.
Co-Owners - use this shortcut to quickly set the co-owners of a work item.
Deadline - set up a deadline for the task from the calendar picker.
Tags - input a tag value. For more information, please check the dedicated article.
Size - input card size value. For more information, please check the dedicated article.
Color - use this option to change the cards' color.
Priority - select/change card priority.
Custom Fields - set/update/remove custom fields. For more information, please check the dedicated article.
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 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.
Show links hierarchy - Use it to open up the detailed links hierarchy view. More on that can be found here.
Link to existing - Use this option to create a link (parent/child/relative/successor/predecessor relation) between the current card and another existing card.
New linked card - Use this option to create a new linked card (parent/child/relative/successor/predecessor) to the current one (from which the action was initiated).
Comments - 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.
Subtasks - 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.
Block - block a card and make it immobile unless being unblocked. For more information, please check the dedicated article.
Clone - Use this option to quickly create a copy of an existing card. If more than one card is selected, the system will open up the board minimap, so you would need to specify where should the new clones be created. Check out the following short video on how this works - https://www.youtube.com/watch?v=u-UZ0BcfPyg
Discard - allows you to discard this card from the board. For more information, please check the dedicated article.
Done – select it to directly move the card into a column from the 'Done' area of your workflow.
TIP: If a card is already located in a 'Done' column, you can archive it through the Context menu.
Select the button Archive, and the card will be stored in the system's permanent archive.
Log time - users can log time at a card or subtask level. 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.
Reminder - allows you to set up a reminder and follow up on the card within 5, 15, or 30 minutes or 1, 2, or 4 hours/ or at a selected date from the calendar. Upon deadline expiration, a reminder pops up on your screen, and the system sends you an email notification. Check out the following video to see how this works: https://www.youtube.com/watch?v=z9uA-_n5C-s
Stickers - use this option to quickly apply a sticker on the card.
Watch - 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.
Copy ID - use it to copy the unique card ID for reference. Just click on the button and then use the keyboard shortcut (Ctrl+V) to paste it.
Copy link - use it to copy the unique card URL for reference. Just click on the button and then use the keyboard shortcut (Ctrl+V) to paste it.
