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Create and Manage Cards

Cards are the individual pieces of work in Kanera. Each card belongs to one board and one list, and can hold the context people need to complete it.

A Kanera card detail panel with assignments, dates, labels, checklists, and activity.

Before you begin​

You need edit access to create or change cards. Observers can open cards and read the information available to them, but cannot update the work.

Create a card​

  1. Open a board.
  2. Find the list where the work should begin.
  3. Select Add card.
  4. Enter a clear title.
  5. Press Enter or confirm the new card.

Open the card after creating it to add more detail. A short title is usually enough to start. Add structure when it helps somebody understand or complete the work.

Add card details​

Open a card to manage:

  • Its title and description.
  • The current list.
  • Assignees and due date.
  • Labels and custom fields.
  • Checklists and checklist templates.
  • Attachments and linked notes.
  • Comments and activity.
  • Watchers.

Kanera saves most card changes as you make them. If the app is offline, controls that need the server are paused until the connection returns.

Move a card​

Move a card to another list by dragging it on a Kanban board or by opening the card and choosing a different List.

To move the card to another board:

  1. Open the card.
  2. Open Card actions.
  3. Select Move to board.
  4. Choose the destination board and list.

Moving between boards is available when the destination can accept the card and your access allows the change.

Complete or reopen a card​

Select the completion control beside the card title, or open Card actions and choose Mark complete. Completed cards leave active board lists but remain available through the completed-cards panel and Work Done history.

Open a completed card and choose Mark incomplete to return it to active work.

See Completed Cards for retention and date-range behavior.

Duplicate or copy a card​

Use Duplicate card when you want another card on the same board with the same starting detail.

Use Copy to board when you want a separate card on another board while keeping the original. The copied card is independent after creation.

Use Board Syncing when two cards should remain linked and exchange supported updates.

Archive a card​

Archive work that should leave normal views without being treated as completed.

  1. Open the card.
  2. Select Archive card.
  3. Confirm the action.

Archived cards can be restored while they remain within the configured archive retention period. See Archived Cards.

Update several cards​

List and Kanban views can expose multi-select actions. Select the cards first, then choose an available bulk action such as:

  • Mark complete or incomplete.
  • Set a due date.
  • Add or remove labels and assignees.
  • Move cards to another list.
  • Set supported custom field values.
  • Duplicate or archive cards.

Review the selected count and destination before confirming a bulk change.

Troubleshooting​

ProblemWhat to check
Editing controls are unavailableConfirm that you have editor or administrator access to the board.
A destination board is missingConfirm that you can access the board and that the move or copy is valid for its workspace.
A field or label is unavailableWorkspace boards share their configured fields and labels. The destination may use a different setup.
A change is pausedCheck the connection indicator and wait for Kanera to reconnect.