How It Works

Follow each step in Cards.

  • Client-facing Cards must not expose private internal notes, assignments, or rates.
  • Completion should mean the requested outcome is actually ready for its next step.
  1. 01

    Confirm the Card’s stated outcome and completion criteria.

    Cards screen demonstrating step 1: Confirm the Card’s stated outcome and completion criteria.Confirm the requested outcome and criteria
    Step 1 screen focusConfirm the Card’s stated outcome and completion criteria.
  2. 02

    Add the result, file, link, note, or other evidence needed by the next person.

    Cards screen demonstrating step 2: Add the result, file, link, note, or other evidence needed by the next person.Add the result and supporting evidence
    Step 2 screen focusAdd the result, file, link, note, or other evidence needed by the next person.
  3. 03

    Use clear filenames and make sure the attachment is appropriate for the Card’s audience.

    Cards screen demonstrating step 3: Use clear filenames and make sure the attachment is appropriate for the Card’s audience.Check the attachment and its audience
    Step 3 screen focusUse clear filenames and make sure the attachment is appropriate for the Card’s audience.
  4. 04

    Stop any active timer.

    Cards screen demonstrating step 4: Stop any active timer.Pause the active session
    Step 4 screen focusStop any active timer.
  5. 05

    Select Complete and confirm the next connected Card becomes ready when expected.

    Cards screen demonstrating step 5: Select Complete and confirm the next connected Card becomes ready when expected.Complete the Card when it is ready
    Step 5 screen focusSelect Complete and confirm the next connected Card becomes ready when expected.
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