Edit a card

What a card holds, how to assign it and get notified, and where its history is.

In short

Click a card to open it as a panel over the board. On top are its column, Owner, Due date and Priority. Below come the description, one "Needs attention" line when something waits, and previews of the checklist, child cards and comments. The tabs hold the rest, and changes save automatically.

Before you start

Who: anyone who can open the board can open a card. Changing it needs "Change cards"; locking it needs "Create and manage boards".
Plan: every plan. Files you add count toward the plan's storage (see /help/settings/storage-limits).
First: the card must be on a board you can open. A link to a card you cannot open says it is not open to you.

Steps

Click the card. It opens as a panel over the board.
Change the column, "Owner", "Due date" or "Priority" with the four large controls on top.
Write the description. Under it, "Checklist 2 of 5 done" and the child cards and comments previews each open their tab.
Open the tabs for the rest: "Overview", "Sub-items" (the checklist and child cards), "Related" (links and tests, files, other products' panels, Planner, Notes and Suggestions) and "Activity" (comments and history). Whether your last change is saved shows at the top of the card, beside the bell.

Open the card, open the … menu in its header and choose "Lock the card" (board managers only).
Add "Why" if you like. It is kept with your name and the date.
Press "Lock the card". To take it off, press "Unlock the card".

Result: everything saves at once. If you assigned someone else, they are notified and start watching the card.

Good to know

On a personal board the owner can only be you; to assign work to others, move the board into an organization. On an organization board the list is the organization's accepted members.
A card can also be given to more people besides its owner: open the card, and under Details › "Also on it" choose someone in "Add someone". The card is then theirs too - in My work, under "Mine" and when the board is filtered by their name - while the owner stays the one person answerable for it. The ✕ on a name takes them off the card. Up to 10 people besides the owner; only someone the card could be assigned to can be added, and a personal board's cards stay yours.
On an organization board, Details › "Team" gives the card to one of the organization's teams. The board's team filter then shows the card beside the cards of the team's people - for that team and every team above it. Guests of the board never see a card's team; a team hidden from you shows as "A team you cannot see".
Labels are shared by every board of the workspace. Open a card and, under Details › "Labels", type to pick a label or create a new one ("Create label …"); the ✕ on a label takes it off. A card carries up to 10. The board menu's "Labels…" lists them all with how many cards here carry each; people who manage Boards in the organization rename, recolor or delete them there - a deleted label comes off every card. To label many cards at once, select them in the List and choose "Add a label…" or "Take a label off…". Filters and the All cards table filter by label, and downloads carry a Labels column.
Figures that count a person's cards - workload, team work, the weekly summary - count the owner's cards only, so nobody is counted twice.
Boards notifies you when you are assigned a card or mentioned in a comment. On cards you watch, it also notifies you when the card moves column or gets a comment. It never notifies you about your own changes.
You watch cards you create, are assigned, comment on or are mentioned in. The bell on an open card stops or starts watching and shows who watches.
One quiet line under the controls holds the estimate, the Planner cycle, the start date and who watches. Details shows the Reporter; Progress and health shows when it was created and last updated.
A parent card's Child cards section has a line "When will it be done?" with a forecast. See /help/boards/when-will-it-be-done.
A locked card can be changed only by the board's managers; comments and watching stay open. Rules, bulk edits, repository events and actions by sentence leave a locked card as it is. A card of a hiring board is never locked.
The header keeps the bell ("Watch this card") and Share in view. The … menu holds "Open the board", "Expand card view", the side column, "Give to a coding agent", the lock, "Copy link" and "Archive". "Close all" shows only on a card opened over another card.
"Needs attention" shows failing checks, a bug that waits for a next step, an approval waiting, a lock or a coding agent at work. It opens by itself for failing checks and a bug step, and stays a closed line otherwise. "More about this card" folds similar cards, the bug report, "Done when", code and files.
What happens next: every change saves at once and shows on other open screens. The person you assign is told and starts watching.
To undo: change the value again, or read the old one in "Activity" › History. Archive a card from its … menu and restore it from "Archived cards…".

History

The "Activity" tab holds comments and history. "Show in Activity" filters All, Comments or History. History records changes to the fields above, checklist steps, comments (never their text) and files. It also records links, a followed check turning red or green (by its kind, never its name), archiving and restoring, and bug and story events. Filter by "Field", "Person", "From" and "To". It is for reading, never for undoing.

When someone else changed the card

Two people can have the same card open. When someone saved it after you opened it, your change is put together with theirs: a field only one of you changed keeps that change, and you are not asked anything.

Only when you both changed the same field to different values - the title, the description, the priority, a date or the owner - the card asks "Someone else changed this" and names who and when.
"Reload" shows their version. What you typed in that field is dropped.
"Keep mine" saves your version over theirs.
Closing the question decides nothing. The save status says "Someone else saved this" with "Resolve" to answer it later.

If something goes wrong

"This card is locked. Only the people who manage its board can change it; comments stay open.": ask a board manager.
"A personal-board card can only be assigned to its owner.": move the board into an organization to assign others.
"The assignee must be an accepted member of this board's organization.": invite the person first.
"A card needs a title of 300 characters or fewer.": shorten the title.

/help/boards/checklist-comments-and-files
/help/boards/estimates-and-estimation
/help/boards/custom-fields
/help/boards/parent-and-child-cards