Customize Task Cards for a Project

Customize Task Cards Video

The Work Plan page and the Hand-offs page support the display of multiple task card types. You can customize default task cards, and apply them to both the Hand-offs page and the Work Plan page. Alternatively, you can create separate task card styles for the two Task pages. The basic task card shows a task's name, type, and status icons. The color of the card indicates the company assigned to work on the task. When the size of the planning board columns is decreased, a smaller, more generic task card may be shown. You can also enable configurable task cards to display task information most important to you. Customize task cards with task fields and status icons. Just like basic task cards, configurable task cards are colored according to their assigned company. See Task Icon Reference.

When configurable task cards are enabled, you can double-click a basic task card to display configurable task information. Quickly rename a task by editing the task name in the card header. When you create a task, the task card will immediately be opened and the name field will be in edit mode. Select a status icon on the card or select a field with an edit icon to modify its value. On non-touchscreen devices, this icon is shown when you hover over an editable field. On touchscreen devices, this icon will always be shown on editable fields. Read-only fields will not have this icon. The right-click menu functions the same for both basic and configurable task cards. Configurable task cards do not support group selection functionality. To customize task card settings for a project, you must have the Edit privilege enabled for projects.

If you want to access all of a task's information, you can select the Task Details icon in the card header to open the Task Details dialog box. When configurable task cards are disabled, double-clicking a basic task card will open the Task Details dialog box directly.

To customize basic and configurable task cards:

Navigate to the project settings page
1. In the object selector, select Project.
2. In the object selector, beside a project name, select , and then select View Summary & Settings.
3. On the Summary & Settings page, select Settings.
Select the Tasks tab, and then select Cards.
On the Cards page, in the Card Appearance list, choose a page whose task card display you'd like to customize:
- Default: Select this option to customize default task cards on both the Hand-offs page and Work Plan page.
- Hand-offs page: Select this option to customize task cards on the Hand-offs page.
- Work Plan page: Select this option to customize task cards on the Work Plan page.
In the Basic Task Card section, configure basic task card settings. View the changes in the Preview section:
- Show Task Icons: Display icons on basic task cards on the planning board.
- Show Crew Size: Display the crew size estimate and icon on basic task cards. This option is enabled by default.
- Wrap Text on Tasks: Wrap long task names to the next line of a basic task card.
In the Configurable Task Card section, select Enable Configurable Task Card, and then customize. View the changes in the Preview section:
- Select Add section to add a blank section to the task card. You can add up to eight sections.
  - In each section, select up to three fields. Each field can only be used once.
  - Select Hide Label to hide the selected field's name. Some labels cannot be hidden.
  - Click and drag section dividers to resize the height and width of each section.
  - Select Delete to delete a section.
In the Icons dropdown, choose to show task icon at the top of the card, bottom or the card, or not at all.
In the Font Size dropdown, choose to show a standard font size across all fields or enable each field value to fit the available cell space.
Select Apply.
All changes made to this page are saved automatically.

Tip

To open the Task Details dialog box from a configurable task card, double-click a basic task card, and then select Task Details in the configurable task card header, or select the constraints, predecessor, or successors count to open the Task Details dialog box to the respective tab.

Last Published Friday, December 19, 2025