Manage Cards | Online Help | Qntrl

Manage Cards

Mention users in comments

You can mention users while adding comments to cards. The tagged users will be sent email, web, and mobile notifications based on their notification preference .

To mention a user in the comment,
  1. Type ‘@‘ in the comment box and start typing the user name. 
  2. Select the user name from the suggested list of names. 
  3. Click Post Comment .  

  1. You can only tag users who have accepted the invitation to join the organization. 

  2. Users of the following categories can only be tagged:  Card assignee, Card requestor, Transition/Action performer, or Board creator.

  3. You can tag any number of users to a comment.

  4. A comment can hold a maximum of 50,000 characters.  

Add attachments to comments

You can drag and drop files as attachments while adding comments to cards.

For image files, you can also add annotations such as notes, underlining the important information, highlighting the area that needs more attention, and much more.

Annotate option will show up only for images in the following formats: png, jpg, jpeg,bmp, and gif.

Also, you can rename the attachments directly from here using the Rename option. 

Filter cards

Filter your card to view specific work items. This option is available for Kanban and List View of cards.
  1. Navigate to Boards and click    at the top right.

  2. Set the condition to filter based on the options listed.

  3. Click  Apply Filter. 

Save filter as custom view

You can save the filtered cards as a new Custom View .   Once the cards are filtered:
  1. Click  Save   in the top-right  corner to view Add Custom View pop-up. 

  2. Enter the details and click  Save

Export cards                     

Cards can be exported only in List View.   You can export the data available in cards either as an XLS or CSV file. 

Cards present under the selected view and filter will be exported. 
  1. Navigate to Boards and choose a board from the left panel.
  2. Use the view and filter options to display the cards that need to be exported.
  3. Click   in the top-right corner of the page. 
  4. Depending on your requirement, select Export as CSV or Export as XLS .
  5. Now, you will be prompted to encrypt your file. Click Yes , if you opt for encryption. Else, click No .
The exported file will be downloaded to your computer. Encrypted files can be accessed only with password. 

  • Encrypting your files ensure safety of confidential data. 
  • If you are exporting more than 3,000 cards in one go, a URL to download your file will be emailed. This URL will expire in 7 days.
  • Data available in Multi-Line fields, File fields, and Advanced fields will not be exported. 

Import cards

Qntrl allows users to import cards saved in XLS, XLSX, or CSV files. Importing cards to Qntrl helps automate and track their card progress efficiently. 
  1. Navigate to  Boards  and choose a board from the left panel.
  2. Click   in the top-right corner of the page and select  Import Cards.  
  3. Fill in the details:
    1. File Type : Choose the type of file you are about to upload. 
    2. Upload File : Attach the file to be imported.
    3. Form : Select a form in which the cards must be imported. 
  4. Click  Proceed .

The first three rows of the uploaded file will be displayed as a preview. 
  1. Map the file headers with relevant fields of the chosen form.
    1. All the mandatory fields must be mapped.
  2. Date Format : Choose the date format used in the uploaded file. 
    1. One of the following date formats must be used in the imported file: MM/dd/yyyy, dd/MM/yyyy, MM-dd-yyyy, dd-MM-yyyy, yyyy-MM-dd, yyyy/MM/dd.
    2. If the file's date format differs from the organization's current format, it will be reordered to maintain consistency.
  3. Time Format : Choose the time format used in the uploaded file.
    1. The time format used in the imported file can be 12 or 24 hours.
  4. Click  Import

An import will be scheduled by Qntrl. The status of the import will be emailed to you.
Explore business scenario for importing cards.
  1. Users mentioned in ‘All board users can add Cards’ permission can only import users.

  2. Sample CSV and XLS file can be downloaded for reference. 
  3. Uploaded files must be UTF-8(Unicode) encoded.
  4. Ensure that there are no empty rows or columns in the file.
  5. The Cards will be mapped to the relevant blueprints, based on their criteria.
  6. The created Cards will not be assigned to any user.
  7. Dropdown and Multi Select fields can only be mapped with the options predefined in their Form.
  8. Multi Select field values must be comma-separated.
  9. Only 5000 Cards can be imported at once. 
  10. Import values cannot be mapped to fields created during transitions. If you want to import values to these fields, try moving the field from Transition Field section to another section.

Edit cards

  1. Navigate to  Boards  and choose a board from the left panel.
  2. Select the card you wish to edit.
  3. Modify the card details.
  4. Click Save .
  • The board associated with a card cannot be modified. 
  • Card     ID  is generated based on the chosen board and cannot be edited.
Access Privileges Users can edit cards based on their board user profile and the permission assigned to it. 

Move cards

You can move your cards   from one blueprint to another under the same  board   .
  1. Navigate to  Boards  and choose a board from the left panel.
  2. Click on the card you wish to move. 
  3. Click  at the top right corner and select  Move from the dropdown.
  4. Choose a Blueprint from the available list of blueprints and click  Move .
  • Cards can be moved only to published blueprints.
  • Cards can be moved only to blueprints that are enabled.
  • To move a card to another blueprint, ensure that the other blueprint's criteria matches the card. 

Delete card

  1. To delete a card, select the card you wish to delete.
  2. In the ensuing page, click  in the upper right corner and select  Delete
  3. Confirm your action. 
Access Privileges  Users can delete cards if edit permission is assigned to their board user profile

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