A card table is a tool to use when organizing your work in a visual way. Divide your tasks or ideas into different swimlanes and columns and name the labels to illustrate the process. It can be helpful for creating Kanban-style boards to track your progress or to break down different steps when doing User Story Mapping.
Adding a card table
Open your board and go to Power Tools.
Click on Card table.
Draw the table directly on the board by pressing the left mouse button and dragging the cursor.
Doing so will create a table with one header lane and additional swimlanes, depending on how many rows were displayed while drawing the board.
Row and column views
You can use the card table in two modes:
Row view (default) — this mode focuses on the swimlanes, making a visual distinction between each of them and merging the columns within the swimlane. Only in this view, the first row of the table (header lane) has a special feature — when moving a card horizontally in it, all the cards from other swimlanes in this column will move as well. Use this mode for example for describing flows such as User Story Mapping.
Column view — in this view, lanes are separated into columns and you can name every column in addition to having lane names. You can treat this view as a Kanban board for example.
You can switch between the two modes by clicking on the card table and selecting Columns or Rows from the menu above it.
Using a card table
The card table is configured to add new cards to it whenever you hover and click over an empty area within a given column or swimlane. When the blue outline with the + sign appears, click on it to add a card to this place. You can drag and drop any other elements into the table, like Jira issue cards, shapes, screenshots, or even your update zone.
TIP: Configure a couple of update zones so they change the task status when a Jira issue is dragged into them. Then place them in appropriate columns (for example: To do, In progress, Done) within the card table. Now, whenever you change the position of the issue within the card table, it will automatically update in Jira!
If you run out of space in your lane, you can add a new card next to the last one by hovering near the left or right edge and clicking the blue “+” icon. That will automatically create another card and a new column (only in the Row view).
You can also add a new card above or below your card within the same lane. To do so, hover over the top or bottom edge and click the blue “+” icon. That lane will expand to hold your new card.
Whenever you remove a card from the last column, the table size will adjust if there are no other cards in this column (only in the Row view).
To rename a lane, double-click on its current name and type the new one in the window that opens. You can also click on the ellipsis next to the lane name and select Rename.
There are additional swimlane options to make it easier to manage the table. You can access them by hovering over the swimlane name and clicking the ellipsis.
From this menu, you can:
Rename your lane (works the same as double clicking the name),
Move the lane up or down,
Add a new swimlane above or below the selected one,
Delete the swimlane.
Additionally, the first lane of your table has special master lane settings.
This is where you can choose what happens when a card in the header lane is moved. The options are:
Move a column along with the dragged card (turned on by default),
Move only the dragged card.
Card table options
Selecting the card table gives you more options to manage it. These are:
Turning on the Column view,
Turning on the Row view,
Adding a swimlane,
Adding a column,
Adjusting font size for the entire table,
Adding a comment,
Keeping the element locked in place so it can’t be moved until it’s unlocked.
Other editing options are available after clicking on the ellipsis. They include:
Copy — copy this element to the clipboard (you can use the shortcut CTRL/CMD + C),
Duplicate — create a duplicate on the board, next to the original element (achieve the same effect by pressing CTRL/CMD + D),
Cut — remove the element from the board and copy it to the clipboard at the same time (CTRL/CMD + X will trigger the same behavior),
Add new comment — leave a note for your team,
Lock — keep the element from being moved until it’s unlocked (also works with a shortcut CTRL/CMD + L),
Bring to front — move it to the front of other layers on the board (use CTRL/CMD + ] to do it from the keyboard),
Send to back — send it to the bottom of the layers on the board (use the shortcut CTRL/CMD + [ to do the same),
Remove — delete the element (you can also select the element and press DEL/backspace button on the keyboard),
Set sticky — when scrolling, the element will stay within the viewport so it’s always accessible from wherever you are on the board,
Disable shadow — remove the visual shadow underneath the element.
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