Klaro Cards

The Anatomy of a Card

A card is the fundamental unit of information in Klaro Cards. Think of it as a flexible digital sticky note that can hold structured data.

  1. What every card carries
    1. The title and the description are dimensions too
  2. Dimensions
  3. The four faces of a card
    1. Attachments
    2. History and discussion
  4. Relationships
  5. Key Actions

anatomy-card.svg

What every card carries

Element Description
Title The card's name or subject line (required)
Identifier Auto-generated number (#1, #2, #3...) for easy reference
Kind The card type (e.g., Task, Bug, Feature, Idea)
Description Detailed description with rich text formatting in Markdown

The title and the description are dimensions too

It is worth knowing early, because it explains a lot of what follows: the title
and the description are not special fields bolted onto a card. They are
dimensions, of the Title and Specification kinds, and they behave like every
other dimension — they appear in the project's dimension list, and you can give
them the label your work actually uses. A recruitment project can call them
Candidate and Notes and nothing else changes.

Dimensions

Dimensions are customizable fields that add structured data to your cards.
Common examples:

  • Assignee — Who's responsible
  • Status — Current state (To Do, In Progress, Done)
  • Due Date — When it's needed
  • Priority — How urgent it is
  • Progress — Completion percentage

You can create your own dimensions to track anything relevant to your workflow.
Which ones a card shows depends on its Kind — a Bug and an Invoice have no
reason to carry the same fields.

The four faces of a card

Open a card and it offers four tabs. Each is a different question about the same
card.

Tab What lives there
Card description The body text, in Markdown
Attachments Every file on the card
Linked cards What this card is attached to
History Every change and every comment, newest first

Attachments

Cards hold files — documents, images, PDFs, emails, video — and show them in
place rather than making you download them. A card has at most one cover,
and only an image can be one; the cover is the picture the card shows on a
board. Attachments: read every file without leaving the card covers the whole
of it.

History and discussion

Every change to a card is recorded — who, when, and what the value was before.
Comments live in the same stream, so a decision and the change it caused sit
next to each other. One change can be undone, or the whole card rolled back to
a moment, without erasing anything. See Card history: see what changed, and
undo it
.

Relationships

Cards can link to other cards, creating parent-child hierarchies:

Epic: Website Redesign
├── Story: New homepage layout
├── Story: Update navigation
│   ├── Task: Design mockups
│   └── Task: Implement CSS
└── Bug: Mobile menu broken

Key Actions

Action What it does
Create Add a new card with title and optional details
Edit Modify any card content or dimensions
Duplicate Clone a card with all its data
Link Connect cards in parent-child relationships
Comment Add to the card's discussion, in its history
Archive Hide without deleting (recoverable)
Export Download as HTML, Word, or PDF

See also

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