Run Automation Scripts

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Select the Card to which you will run a Automation Script.

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Click the Run Script button.

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Select the script to be scheduled and click the Ok button.

Removing Attached Documents

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Select the Card with the attached documents.

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Click the Remove button.

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A list of all attached documents will be displayed.

Select the documents to be removed and click the Ok button.

Note: the documents are not deleted but merely unattached to the Card.

Opening Attached Documents

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Select the card that has the documents to be opened.

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A list of all documents, in the Attached section, will be shown.

Click on the correct document to open.

Attaching Documents

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Select the card you would like to attach a document.

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You can select from multiple different document types by clicking the drop down under the Home Page.

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A list of documents for the type selected will be shown.

Select a existing document and click the OK button or click the New to create a new Document.

The document will be opened once you click the Ok button.

Attaching a Url

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Select the Card you want to add a Url.

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Click the Url button under the Home page.

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Type in the url address and click Ok when finished.

Adding a Local File

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To add a path to a local file, click the Plus button on the left.

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Navigate to the file, select it and click the Open button.

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The path to the file will be shown.

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To navigate to the url, click the Go to link button on the right.

Note: the path to a local file will open the file if there is a default application associated with that particular file type.

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A Url icon will be displayed on the card when a Url is added.

Clicking the Url icon will navigate to the url.

Note: the path to a local file will open the file if there is a default application associated with that particular file type.

Adding a Note

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Select the Card you want to add a Note.

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Click the Note button under the Home page.

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Type in the note and click the Ok button when finished.

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A Note icon will appear on the Card to notify you that there is a note stored with that Card.

Click the Note icon or the Note button to display the note.

Adding a Description

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Double click the Card you want to add a description.

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The Card detail window will appear.

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Type in the description.

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A description icon will appear on the Card to let you know there is a description associated with that Card.

Managing Card Tasks

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Double click the Card that will have the tasks added or removed.

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The Card detail window will be shown.

Adding a Task

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Click the plus button on the Task bottom menu.

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A new task item will be added.

Updating a Task

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Click on the task you want to change and type in the appropriate task name.

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The task will be changed.

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Click the End Edit (check mark) button when finished.

Removing a Task

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Select the task to be removed.

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Click the Delete (X) button to remove the selected task.

Adding a Label

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Double click the card you want to add a label.

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Click the Label drop down menu.

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Select the label you would like to add and click the Ok button.

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The label will appear on the card as a colored line to the left.

Reorganizing Cards

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Cards can be horizontally reorganize Card indexes by dragging and dropping before or after a different card.

The index of the cards are also saved.

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