Estimated reading time: 3 minutes
Once you open a card, you find fixed fields that allow you to:
Add assignees, due dates, or labels
Insert attachments
Make comments about the card
Create a checklist
You also find card features to:
Generate PDFs
Send emails
Create a new card in another pipe
Create a new record in a connected database
How to add or remove them
Open any card and click on the plus sign button, next to the base actions.
You'll get a list of the available options. Click on the switch button to enable or disable them.
You can enable and disable them at any point of your process - except when the card is in a phase with a field with the same function. For example: add an assignee.
You can also make new pipe and database connections by accessing the shortcut.
📌 Pro tip: To block comments in your cards, or prevent team members from downloading its data, disable these options in the viewing preferences.
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