Creating Cards

Add a card

You can add cards from the board header or from any stage.

Card details

Cards support these fields and controls:

• Card title (click the title to edit)
• Stage (use the stage selector to move the card)
• Select Contact (search contacts or click Create Contact)
• Assign Admin (choose who should own the card, or leave it unassigned)
• Value (numeric)
• Due Date
• Description (placeholder: Add a description...)
• Card Color (color swatch in the header)
• Card Icon (use the icon picker)

Save a board default card

When the same board needs repeated card setup, open an existing card and use the card menu to choose Save as Board Default. New cards on that board can start with the saved description, value, icon, color, checklists, and attachments.

If the default changes later, open a card with the updated setup and choose Update Board Default. Use Clear Board Default Card from the board menu when new cards should start blank again.

Connected assistants and API-key automations can also create cards from the saved board default. When a workflow imports card data from a spreadsheet or another tool, it can assign the card to an eligible teammate and pre-check matching checklist items by item name.

Checklists and attachments

For existing cards, you can add:

• Add Checklist to create checklist items
• Drag checklists to reorder them inside the card
• Checklist title, item, and completion changes appear in card activity
• Attachments to upload or view files (paperclip menu)

Activity and comments

Use the activity panel to review changes and add comments. The comment box uses the placeholder Write a comment....

Flow Status

Cards connected to contact flows can show a Flow Status view. Use it when a card appears out of sync with an automation or when a message did not behave as expected.

• Review delivery warnings tied to the contact, affected email, flow, step, and time.
• When a contact also has recent positive email activity, the status view calls that out separately so you can compare it with the warning before deciding what to do next.
• See whether the card is waiting for the expected board stage, has moved past a waiting stage, or is no longer active in the expected flow.
• Use conservative repair actions such as Resync wait, Catch up safely, or Enroll safely when they are offered.
• Open the related flow from the status view when the step itself needs review.

Repair actions skip customer-facing email and SMS steps until the next wait, delay, condition, split, or end, so you can bring the contact back into a safer flow position without replaying old messages.

Move or reorder cards

Drag a card to reorder it within a stage or move it between stages.

Delete a card

Open the card menu and choose Delete Card.