Select the Card to which you will run a Automation Script.
Click the Run Script button.
Select the script to be scheduled and click the Ok button.
Run Automation Scripts
Removing Attached Documents
Select the Card with the attached documents.
Click the Remove button.
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
Select the card that has the documents to be opened.
A list of all documents, in the Attached section, will be shown.
Click on the correct document to open.
Attaching Documents
Select the card you would like to attach a document.
You can select from multiple different document types by clicking the drop down under the Home Page.
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
Select the Card you want to add a Url.
Click the Url button under the Home page.
Type in the url address and click Ok when finished.
Adding a Local File
To add a path to a local file, click the Plus button on the left.
Navigate to the file, select it and click the Open button.
The path to the file will be shown.
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.
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
Select the Card you want to add a Note.
Click the Note button under the Home page.
Type in the note and click the Ok button when finished.
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
Double click the Card you want to add a description.
The Card detail window will appear.
Type in the description.
A description icon will appear on the Card to let you know there is a description associated with that Card.
Managing Card Tasks
Double click the Card that will have the tasks added or removed.
The Card detail window will be shown.
Adding a Task
Click the plus button on the Task bottom menu.
A new task item will be added.
Updating a Task
Click on the task you want to change and type in the appropriate task name.
The task will be changed.
Click the End Edit (check mark) button when finished.
Removing a Task
Select the task to be removed.
Click the Delete (X) button to remove the selected task.
Adding a Label
Double click the card you want to add a label.
Click the Label drop down menu.
Select the label you would like to add and click the Ok button.
The label will appear on the card as a colored line to the left.
Reorganizing Cards
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.
