Custom card schemas

Overview

Each Cards module is a kanban board with columns plus an optional custom schema — define which fields exist and how they appear on the card face versus the detail view. Boards without custom settings keep the default title and body fields.

Add a Cards module

1. Click Add module → Cards on the wrkspace dashboard.
2. Open the new module — a setup wizard runs on first visit (same pattern as Reports).
3. Pick a preset (Simple Task Tracker, action items, bug triage, backlog review, or blank board).
4. Review columns and optional custom fields, then create the board.

Wrkspace templates that include Cards with a moduleTemplateId apply the preset automatically at wrkspace creation (no wizard).

Field types (v1)

Type	Use for
Short text	Titles, names, IDs
Long text	Notes, descriptions
Single select	Status, severity (chip options)
Date	Due dates, found/fixed dates
Number	Points, counts
URL	Links to specs or tickets

Each field has a label, stable key, and optional required flag enforced on create and update.

Schema and layout

Open Module settings (gear menu) to edit schema and layout after setup:

• Add, reorder, rename, and remove fields
• Set the primary title field (must be short text)
• Toggle which fields appear on the board face versus detail-only
• Live validation and board preview before save

Saving upserts settings and migrates existing card title/body into field_values when you first customize.

Columns are unchanged — custom fields complement kanban workflow; cards still move across columns.

Presets with schema

Built-in presets action items (owner, due, status) and bug triage (severity, reporter, bug found/fixed dates, notes) ship with schema and layout. Simple kanban presets use default title/body until you customize in settings.

Activity

Schema updates, board configuration, and card edits emit human-readable activity summaries (not raw JSON).

Example workflow

A support team adds Cards with the bug triage preset — severity and reporter on the card face, notes in the detail view — and moves cards from Triage → Investigating → Fixed.

Related

• Templates — Cards presets and wrkspace templates
• Modules overview