Creating and editing cards
Creating a new card
Creating a new card works the same way in every Planyway view. To create a card, click the date and time on the Calendar or Timeline where you want a new card to start. A Trello card appears where you clicked.
In the card editor, you can view and edit the following information:
- Card name
- Card role: standard card, milestone, checklist item, time record or Google Calendar event
- Start and end dates
- Completion status
- Recurring card settings
- Priority level
- Board and list where the card appears
- Color-coding label
- Assigned team member
- Card description; supports Markdown syntax
- Checklist items
- Card attachments and comments
- Card action menu
Scheduling cards by dragging and dropping
Drag a card from any task list and drop it onto a date in Planyway’s Calendar view to set its start and end dates. Reschedule a card by dragging and dropping it to a new date or time.
To make a card span across multiple days, stretch it to the left or right by clicking and dragging its edges.
To reschedule multiple cards at once, hold down the Ctrl key as you click each card. Then, drag the selected cards to their new date or time.
Scheduling cards by stretching
Another fun way to schedule cards in Planyway is by stretching them. Click on the date and time on the calendar or timeline where you want a new card to start. Then, stretch to define the duration.
Scheduling by setting dates
Schedule cards from the card editor in Trello by setting start and end dates, or click “Plan on timeline.” After setting the start and end dates, the card appears in Planyway’s Calendar view.
Track cards from several boards on one timeline or calendar view