Klaro Cards

Card history: see what changed, and undo it

Every change to a card is recorded — who, when, what. Read it, comment on it, undo one change or roll the card back.

  1. What gets recorded
    1. Narrowing the list
  2. The discussion
    1. Writing a comment
    2. Editing, copying, folding
  3. Going back
    1. Undo one change
    2. Restore the card to a moment
    3. How undone changes are shown
  4. Good to know

A card carries its own record of everything that has happened to it. Open a
card and go to the History tab: every change, every comment, newest first.

history-tab.png

This is the tab to open when someone asks who moved this to Proposal?, or
when a value looks wrong and you want to know what it used to be.

What gets recorded

You see When
updated Dimension A dimension value changed — the old value is struck through, the new one beside it
updated n properties Several dimensions changed in one save
commented Someone wrote a comment
attached a file / removed an attachment Attachments came and went
attached a card / detached a card A link to another card was made or broken
set the card cover / removed the card cover The cover image changed
archived the card / unarchived the card The card left or came back

Narrowing the list

The five filter pills at the top narrow it: All, Card updates,
Comments, Attachments, Linked cards. Use Comments to read the
conversation without the noise of every field edit.

The discussion

Writing a comment

Add comment opens a composer at the top of the tab. A comment is markdown,
written in the same editor as a card description — lists, bold and links work
the same way, and typing @ offers the card's own attachments so a comment can
point at one.

Comments live in the same stream as the changes, which is the point: a decision
and the change it caused sit next to each other, in order. "Client pushed the
kick-off to November"
reads very differently right above Next step due:
09/10 → 15/11
.

Editing, copying, folding

  • edit on your own comment reopens it; the comment is then marked edited.
  • Copy comment in the row menu puts its text on your clipboard — handy for
    pasting into an email.
  • A long comment is folded, with show more / show less.

Going back

A change that can be reversed — a dimension value, an attachment, a cover, a
link — carries a row menu with two ways back. The card's creation is not one of
them: there is nothing behind it to go back to.

history-row-menu.png

Undo one change

Undo this change reverts that one change and nothing else:

history-undo-modal.png

The card goes back to how it was just before that change. Nothing is
erased: the undo is recorded as a new change of its own, and the changes that
came after the one you undid are left alone.

That last part matters. Undoing a Progress change from three weeks ago does
not rewind the deal value you corrected yesterday.

You can add a Reason — optional, but the next person to read the history
will thank you.

Restore the card to a moment

Restore card to this point is the bigger hammer: it takes the card back to
how it stood at that moment.

history-restore-modal.png

You choose what to roll back:

  • Dimension changes
  • Attachments and cover
  • Linked cards
  • Comments — off by default, and usually best left that way. A conversation
    is a record of what people said; rolling it back rarely helps.

Here too, nothing is destroyed. The later history stays, the rollback is
recorded as a new change, and the events it rolled back are shown struck
through.

How undone changes are shown

Once a run of changes has been undone, it stops being interesting, so the
history folds it into a single line — n hidden events — with a chevron to
open it.

history-undone.png

Open it and the whole episode is there. Ahmed typed €180,000 where he meant
€18,000; his entry is struck through, marked undone by Laure, and ruled in
red. Just above, in green, sits Laure's own entry marked recovery — the change
that put the value back.

A card's past is never rewritten, only annotated. You can always see what
happened, and that someone corrected it.

Good to know

  • The history is per card. A bulk edit across forty cards writes forty
    entries, one on each card.
  • Undo asks for the rights to make the change yourself; Restore asks for
    project admin.
    Rolling a whole card back is a bigger act than correcting one
    field, and it is gated accordingly.
  • A card's history survives the card being archived — archiving is itself
    an event in the stream.
  • Deleting a project's cards deletes their history with them; that one is not
    reversible.
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