> For the complete documentation index, see [llms.txt](https://docs.work-relay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.work-relay.com/functional/dashboards/task-manager-dashboard/kanban-card.md).

# Kanban card

### Card compact layout

![](/files/78a04623be1b4f5419f1006c27fadc2b69909833)

A Kanban Card has the following elements:

* Process **step name** (1)
* Data source **record name** (on which the process instance started) (2). Clicking on the record name opens the record page.

{% hint style="info" %}
If desired, the default Name field may be changed to any other text field of the context record. To do this, navigate to the Process Designer for the appropriate Process, then open [Process Settings](/processes/process-settings/basic-settings.md) > [Data Source Settings](/processes/process-settings/data-source-settings.md) and select the desired field in the "Name" picklist.
{% endhint %}

![](/files/94a852bcc7a1746ef4e4abcf9ba110e6e8149844)

* **Process Name** (3). Clicking on the name will open the process details page.
* **Start Date** of the step (4)
* **Due Date** of the step (5; date is based on start date and duration)
* **Step assignee(s)** (6)

Icons:

* **Priority** (7). Click on the icon to edit the priority. Note that External Task cards have no "Critical" value for Priority.

![](/files/7d6463e42e00803b76e8f2f5c498ea5315405944)

* **Risk** (8). This icon gradually fills in as the work item approaches its Due Date, then displays a red icon when the work item is late.
* **Re-assign** (9). Clicking on this icon allows the user to take ownership or change the assignee.

![](/files/7584103d8a62177ccd01c808fb4ecebd3f7fa814)

{% hint style="warning" %}
Note: The "Assign to Me" option is active only if the work item is assigned to multiple users (either several named users, or a group/role/etc.).
{% endhint %}

{% hint style="info" %}
If the work item has a priority of "Critical" and it is "Late," an "Urgent!" badge will be shown in the top right corner of the card.
{% endhint %}

{% hint style="info" %}
Currently Work-Relay doesn't support adding/removing fields on the Kanban card.
{% endhint %}

Cards in "Completed" column have all icons disabled and show a green badge with checkmark.

![](/files/26a8828e5311565f3e027c8c6841e2042b47e283)

Work items in a "Pending" state have no dates displayed. Instead they display Reason and Duration:

![](/files/6ce79384d7e1f2abff61296e2a64f5709509d359)

{% hint style="info" %}
Note: Fields that are shown in the card depend on the [Kanban Card Settings](/processes/process-steps/process-step-settings/user-interface.md#kanban-card-settings) set for the appropriate step in the Process Designer.
{% endhint %}

### Card details layout (sidebar)

Click on any place (which is not a link or menu item) of card compact layout (10) to open card details sidebar (11):

![](/files/8340cbe2bef2f28071f491dee9e752e0e156af1c)

Step card details sidebar has these subtabs:

* **General** (12) - View basic step information (depending on step status).
* **Assignee** (13) - View and edit step assignees and managers.
* **Chatter** (14) - View current step or entire process feed entries. Add, comment, and like/dislike posts.
* **Layout** (15) - View details of the Data Source object record related to the process instance. Layout can be [defined differently](/processes/process-steps/process-step-settings/process-step-layouts.md) for individual steps, as desired.
* **Content** (16) - Manage, view, and download files related to current step.
* **Checklist** (17) - Manage, view, and complete the checklist related to current step. A badge (23) on the checklist icon displays the number of **unchecked** checklist items for the step.
* **Time** **Entry** (18) - Log and manage time spent working on the current step.
* **Tasks/Issues** (19) - Add, edit, and manage tasks and issues. A badge on this icon displays the number of unresolved tasks/issues.
* **Custom Data** **Fields** (20) - View and edit the [Custom Data Fields](/processes/process-steps/process-step-settings/custom-data-fields.md) configured for the step.
* **History** (21) - View the process history. Click step name links to see additional information. If the step is completed, the **History Details** tab is displayed instead of **History**, and contains some basic info about the process instance.

Click on the arrow button (22) to close sidebar.

{% hint style="info" %}
Note: Sidebar tabs shown depend on [Smart Step Settings](/processes/process-steps/process-step-settings/user-interface.md#smart-step-settings) defined for the step in the Process Designer.
{% endhint %}

Task/Issue cards display the **General**, **Assignee**, **Chatter**, **Content**, and **Tasks/Issues** tabs only.

{% hint style="info" %}
Note: **Chatter** and **Content** tabs are not shown for completed Steps, Tasks and Issues
{% endhint %}

* There are also a menu in the top of sidebar (24) which items allow to open a [Gantt chart](/functional/gantt-chart/introduction-to-gantt-charts/gantt-chart-overview.md) for the instance which current step belongs to, and a process diagram (if user has permissions to view it):

![](/files/1348ba58b1e1a4683ad38190a5dfa380a270d974)

* From the version 8.4 this menu contains "Show Progress Bar" item (25), which displays a [progress bar](/functional/process-progress-component/progress-component-overview.md#progress-bar) at the top of "General" subtab of the sidebar:

![](/files/476a6fb599251e43f54584110b0d7d7de653af9b)

![](/files/79f0d24842af8f73347d746b970421fe6a4bd08c)

This progress bar allows only visual tracking of instance progress.