Cards

I Imagine Life Project Management User Guide

Cards

Add Members

  1. Select a card.

  2. Click on the list you want to add members to.

  3. A pop-up window will appear. Click the “+” icon for “Members”.

  4. Select the name of the member you want to add from the list provided. You can also enter the name of the member.

  5. To remove a member, click the “+” icon for “Members” and uncheck the name of a member.

Add Labels

  1. Select a card.

  2. Click on the list you want to add a label to.

  3. Click the “+” icon for “Labels”.

  4. Enter label name.

  5. Click “Save” button.

Add Votes

  1. Select a card.

  2. Click on the list you want to add a vote to.

  3. Click the “thumbs up” icon for “Votes”.

  4. To unvote, simply click the “thumbs up” icon again.

Add Description

  1. Select a card.

  2. Click on the list you want to add a description to.

  3. Click the “pencil” icon for “Description”.

  4. Enter your description.

  5. Click the “Save” button.

Attach a File

  1. Select a card.

  2. Click on the list you want to attach a file to.

  3. Click “Add an attachment”.

  4. Choose whether you’ll attach a file from your computer or Dropbox account. You can also attach a file from cloud storage. Simply paste the link of your file.

  5. Click the “Submit” button.

Filter

You can filter a list’s activities and comments.

By Activities

  1. Select a card.

  2. Click on the list you want to view.

  3. Go to the activities and comments section.

  4. Click the “Filter by activities” icon.

By Comments

  1. Select a card.

  2. Click on the list you want to view.

  3. Go to the activities and comments section.

  4. Click the “Filter by comments” icon.

Add Comment

  1. Select a card.

  2. Click on the list you want to add a comment to.

  3. Enter your comment.

  4. Click the “Comment” button.

Add Emoji

  1. Select a card.

  2. Click on the list you want to add a comment to.

  3. Enter your comment and select “Add Emoji”.

  4. Select the emoji you like. It will automatically appear on the comment.

  5. Click the “Comment” button to save your comment.

Add Card to a Comment

  1. Select a card.

  2. Click on the list you want to add a comment to.

  3. Enter your comment and select “Add Card”.

  4. Enter the name of the card you want to add. Select the name once it appears. It will automatically appear on the comment.

  5. Click the “Comment” button.

    Mention a Member in a Comment

    1. Select a card.

    2. Click on the list you want to add a comment to.

    3. Enter your comment and select “Mention a member”.

    4. Enter the name of the member you want to mention. Select the name once it appears. It will automatically appear on the comment.

    5. Click the “Comment” button.

Delete All Archived Items

  1. Go to the top right panel on your screen.

  2. Click on the “My Boards” icon.

  3. All your active boards will appear on the screen.

  4. Click on the board you want to view.

  5. Once it opens, go to its top right panel.

  6. Click on the settings icon.

  7. Select “Archived Items”.

  8. Select “Delete All”.