Boards and the card window

The Tasks, Holiday cases and Pay runs boards all open a card in the same card window, so you stay on the board instead of jumping to another page.

📷 Screenshot: A task card open in the card window.

What the card window shows

• Header — the card's type and number, and an editable title.
• Grey band — the assignee, state and due date.
• Tabs — Details, Activity and Links.
• Three columns — details and discussion on the left, planning fields in the middle, related records on the right.

Full screen or normal window

Use the Full screen button in the top-right corner to enlarge the card. The portal remembers whether you last used full screen or the normal window and opens the next card the same way, on any board, in that browser.

Buttons and keyboard shortcuts

• Copy link — copies a link straight to the card.
• Open record — goes to the full page for the record.
• Esc — closes the window.
• Ctrl+Enter — saves your changes.
• Left / right arrow keys — move to the previous or next card in the same column.

Linking tasks to records

Every task is linked to the records it is about.

• Regarding — the main record. It is required when you create a task (choose a booking first).
• Related records — add as many as you need, for example the booking and the staff member who dropped it.

Each link opens the record. A link shown as Restricted record means you don't have permission to view that record.

If a task was raised against the wrong record, use Change regarding to fix it.

Create a task from where the work is

You don't have to start from the Tasks board. Create a task from:

• the planner's Find replacement panel, or
• a booking's actions menu.

The title and links are filled in for you.

Holiday case and pay run cards

These cards show a summary and the common actions. For anything else, choose Open record.