How It Works

Follow each step in Cards.

  • Do not recreate or duplicate work merely to make it appear.
  • Avoid including restricted client or financial data in an unrestricted screenshot.
  1. 01

    Confirm the active organization and demo or live-workspace state.

    Cards screen demonstrating step 1: Confirm the active organization and demo or live-workspace state.Confirm the user, role, and workspace state
    Step 1 screen focusConfirm the active organization and demo or live-workspace state.
  2. 02

    Clear or review filters in the current view.

    Cards screen demonstrating step 2: Clear or review filters in the current view.Review readiness and Project filters
    Step 2 screen focusClear or review filters in the current view.
  3. 03

    Check assignment, team scope, Card readiness, dependencies, and date range.

    Cards screen demonstrating step 3: Check assignment, team scope, Card readiness, dependencies, and date range.Check readiness, dependencies, and dates in Plan
    Step 3 screen focusCheck assignment, team scope, Card readiness, dependencies, and date range.
  4. 04

    Reload once and confirm whether another relevant view shows the same state.

    Cards screen demonstrating step 4: Reload once and confirm whether another relevant view shows the same state.Compare the same work in another Project view
    Step 4 screen focusReload once and confirm whether another relevant view shows the same state.
  5. 05

    Contact Cards Support with the Project or Card name, expected result, visible result, and time observed.

    Cards screen demonstrating step 5: Contact Cards Support with the Project or Card name, expected result, visible result, and time observed.Send the expected and visible result to Support
    Step 5 screen focusContact Cards Support with the Project or Card name, expected result, visible result, and time observed.
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