Configuring card views

  1. In the Grid view, click the View settings button.

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  2. In the View settings popup, set the default sorting and grouping for the view. Note that you can group the cards by any Picklist custom fields.
  3. Under the Card Appearance, you can set:
    • Card bar color - Select standard or custom Picklist field type.
    • Time tracking - Select Actual Work, Remaining Effort
    • Progress bar and fill - Select standard or custom Percent field type
    • Dates - Select up to 3 standard or custom Date fields.
    • Card labels: Select up to 6 standard or custom Picklist fields.

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