Keep records in Cards

Use Cards for records that are neither issues nor documents: pick a type, create a card in a space, and find it again.

Cards holds records of kinds your own workspace defines. A card has a type, and the type decides which properties the card carries. Use Cards for things that are neither a piece of work nor a page of writing: a register, a catalog, a list of anything your team keeps.

The Cards navigator

Entry	What it shows
My cards	Your cards, on the tabs Assigned, Created and Subscribed.
All Cards	Every card you can see, in a table with its Type, Tags and Modified date.
Spaces	The card spaces of the workspace.
Types	One entry per type. Tridge comes with File, Document, Thread, Direct, Poll and User profile; the types your workspace adds are listed after them.
Spaces (lower list)	Each space you belong to, with the types it holds.

Create a card

Open Cards and select the + button at the top of the navigator, then Create Card.
At the top of the dialog, choose the Space and the type.
Type a Title.
Select Create.

The card opens. Fill in its properties and write its content.

If Create stays unavailable

The dialog says	What to do
Select Type	No type is chosen, or the type you chose only groups other types. Choose a type that cards can be made from.
Not enough permissions to create	The space does not accept that type, or your role in the space does not allow creating cards. Choose another space, or ask an owner of the space.

The title is required too. Create stays unavailable while it is empty.

What a card holds

Properties: the fields its type defines.
Content: free text, written with the same editor as documents.
Tags: a tag adds its own set of properties to a card. Select Add Tag on the card.
Children: cards nested under this one.
Attachments and Relations to other records.
Messages: the discussion about the card.

Types and spaces

Types are set up in Settings, under Types. Each type there has its own properties, tags and views. If you do not see Types in Settings, ask an owner of your workspace.

A space is a container with its own members. To add one, select the + button at the top of the Cards navigator, then Create space. A space lists the types it accepts.

Find a card

Use Filter above a card list to narrow it.
Press Ctrl+K (⌘+K on macOS) and type part of the title. See Search and run commands.