Card view

The Card view presents your work items in a board display form. With this view, you get

  • A visually-friendly view of your work items
  • Ability to drag and drop items from one lane to another (when lane is based on custom field)

To create a Card view:

  1. From the main menu, click Reports > All Reports.
  2. From the New Report drop-down list click on the type of report you wish to create (This view is available for Task, Project, Bugs, Risks, etc.)
  3. In the new pop-up, enter the name of the report in the Name* box and the Description (if reqd.) box.
  4. From the Visible to Users drop-down list, select the appropriate option with whom you want to share the report.
  5. In the Output section, select Card.
  6. You can now pick the option depending on the lanes in which you wish to view the tasks like Schedule Status, custom fields, etc.
  7. Click Save to save the report. The following report will be shown :