Adding Task Cards to a Workspace

Task cards allow users to move from decision to action. Users can quickly create a task, assign an owner, and visualize tasks as they are completed.

Task Cards

Adding a Task Card

To add a Bluescape Task Card to the Workspace:

  1. From the Workspace toolbar, select :task_card: (Card).
     

  2. Hover your cursor over the workspace area where you want the card to appear, and a blue preview will appear.

  3. Click to place the card. Once placed, the card details panel opens.
     

  4. Fill in the card details:

  • Summary: Add the primary text that will be displayed on the card.
  • Status: Select a task status from the drop down list.
  • Assignee: Choose a user to assign the task to or leave the task unassigned. Note: The user must have access to the workspace to be assigned a task.
  • Description: Add more details in this area. While this information will not be shown on the card, it allows for more detail.
  1. Click “Save Changes” to save your updates to the task card.

Card Toolbar (Left to Right):

Use the card’s toolbar to change the card color, update the status, and more.
 
Card Toolbar

Icon Description
:color_selector: Provides several colors to apply to the card fill and border. You also can select a custom color.
:status_check: Set or change the status of your card
:edit: Opens the card details panel for editing
:pin: Locks the shape to its current workspace location
:reactions: Gives you the option to add a reaction (ex: a thumbs up) to the object
:comments: Create or view comments associated with the shape
:more_options: Access additional shape options