How It Works

Follow each step in Cards.

  • Cards may show different navigation and data in each organization.
  • If an expected workspace is missing, ask its Admin to verify membership.
  1. 01

    Finish or save the form or decision currently open.

    Cards screen demonstrating step 1: Finish or save the form or decision currently open.Save the current Card and pause active work
    Step 1 screen focusFinish or save the form or decision currently open.
  2. 02

    Open the organization or workspace switcher.

    Cards screen demonstrating step 2: Open the organization or workspace switcher.Open the account controls
    Step 2 screen focusOpen the organization or workspace switcher.
  3. 03

    Choose the intended organization and wait for Cards to load its workspace.

    Cards screen demonstrating step 3: Choose the intended organization and wait for Cards to load its workspace.Choose and confirm the intended workspace context
    Step 3 screen focusChoose the intended organization and wait for Cards to load its workspace.
  4. 04

    Confirm the organization name, your role, and the Projects now visible.

    Cards screen demonstrating step 4: Confirm the organization name, your role, and the Projects now visible.Confirm the loaded Workspace identity
    Step 4 screen focusConfirm the organization name, your role, and the Projects now visible.
  5. 05

    If a timer was active, confirm it remains connected to the correct Card before starting different work.

    Cards screen demonstrating step 5: If a timer was active, confirm it remains connected to the correct Card before starting different work.Confirm any active timer remains with the correct Card
    Step 5 screen focusIf a timer was active, confirm it remains connected to the correct Card before starting different work.
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