Skip to main content

Design board cards

Board cards should answer the review question before someone opens the ticket. Use this guide when configuring the Card layout step of a saved board.

Start from the board purpose

  1. Name the meeting or review the board supports.
  2. List the facts reviewers need at a glance.
  3. Remove fields that are rarely used in that review.
  4. Decide which field should be visually dominant.

Examples:

BoardFields to show
StandupTitle, assignee, status, due date, progress, blocker.
TriageTitle, customer, severity, priority, labels, age.
QA reviewTitle, reviewer, environment, due date, status, affected area.
LeadershipTitle, owner, priority, progress, due date, customer tier.

Open the card layout builder

  1. Open Projects.
  2. Open the target project.
  3. Select Boards.
  4. Select Edit on the saved board.
  5. Go to Card layout.

The left panel lists available fields. The center panel is the grid. The right panel configures the selected field block.

Add fields to the card

  1. Drag a field from Fields onto the grid.
  2. Place the most important field near the top.
  3. Add metadata around it, such as issue key, priority, assignee, due date, progress, or custom fields.
  4. Avoid placing the same field more than once.
  5. Use Column and Row controls to change the grid size if needed.

Common built-in fields include title, issue key, issue type, status, assignee, priority, progress, due date, labels, estimate, and updated date. Project custom fields appear in the same field list.

Resize and arrange blocks

  1. Select a field block.
  2. Use Wider, Narrower, Taller, and Shorter, or drag the resize handle.
  3. Move blocks by dragging them to another grid cell.
  4. Keep text fields wide enough to read.
  5. Keep metadata compact.
  6. Leave empty grid space if it improves scanning.

Do not fill every cell just because it exists. Dense cards slow review.

Format a field

  1. Select the field block.
  2. Toggle Show label when the value needs context.
  3. Toggle Bold for the primary field.
  4. Choose Format when using a basic field format.
  5. Set horizontal and vertical alignment.
  6. Choose font size.
  7. Select Preview card.

Use labels for custom fields that may be ambiguous, such as Tier or Phase. Hide labels for obvious fields such as title or issue key.

Use visual styles

  1. Select a field block.
  2. Open Style.
  3. Choose an existing project style, Basic format, or Custom local style.
  4. Select Customize to edit visual rules.
  5. Save the style as a project style if other boards should reuse it.

Use visual styles for values reviewers need to scan quickly, such as priority, progress, due date, severity, customer tier, or owner.

Preview the board

  1. Select Preview card inside the layout builder.
  2. Continue to Preview in the board editor.
  3. Select Refresh preview.
  4. Check sample cards for overflow, missing labels, and fields that are usually empty.
  5. Go back and simplify if the card feels noisy.

Maintain cards after project changes

Review card layouts when:

  1. A custom field is added, renamed, archived, or restored.
  2. Workflow statuses change.
  3. A saved board gets a new purpose.
  4. Reviewers keep opening tickets for the same missing context.
  5. A leadership or customer-facing review needs a simpler card.

Related guides: Create ticket visual indicators, Add custom fields, Create a project board.