Creating and editing cards
How to add a maintenance card and update its details over time.
What it is
A maintenance card is a single unit of work: a repair, project, investigation, or follow-up the council is tracking.
What you can do
Create a card
Use New card (or the split menu for email-related entry points). You can set:
- Title and description
- Location(s)
- Tags
- Importance
- Recurrence
- Assigned to
- Dates and cost
- Attached documents
- Linked report entries
Edit a card
Open the card detail panel to change fields, add notes, attach files or links, manage quotes, and review activity.
In the installed app, open the card and use its Details group to add or change who it's assigned to, the reporter, the contractor, the target date, the quoted and actual costs, and the categories. Fields that are empty are listed under Show N empty fields, each with Add. Notes are added under Notes, and files on the card's Documents tab. The title, description, location, importance and recurrence are changed on desktop.
Move a card
Drag between columns on desktop, or change status from the card detail (including on the mobile app, when you have permission). On a phone or a tablet (any touch screen) cards can't be dragged: open the card and use Move to in its ⋮ menu. In the installed app, tap the status under the card's title, the Status row, or Move to… in the card's … menu.
Who can do it
People with maintenance operate permission. Admins (president, VP, delegated PM) can delete cards. Residents can't see or change cards. Approval-related actions are covered separately under Council approvals.
Limits and things to know
- In the installed app, the same people who can edit a card on desktop can change its details, and the quoted cost can't change while a council vote on it is open.
- Email forwards and the Gmail add-on can create draft cards that still need review before they join the regular board.
- Linking a Gmail source URL on a card is for traceability; it does not sync the whole mailbox.