How to Edit a Card
Learn how to modify the name, Owner, SLA, pipeline, and stage of an existing card in octapipe
Support Team
Last Update 8 months ago
Editing a card allows you to update essential information and keep data aligned with the progress of the process. See how to perform this action below.
1st Step: Accessing the Pipelines/Cards Module
In the upper left side menu, click “Pipelines” or “Cards” to open the list of available cards.
1st Step: Accessing the Pipelines/Cards Module
In the upper left side menu, click “Pipelines” or “Cards” to open the list of available cards.
2nd Step: Selecting the Card to Edit
- Select the pipeline where the card you want to edit is located.
- Scroll through the list or use the search bar to find the desired card.
- Click anywhere on the card to open the details modal.
3rd Step: Editing Fields in the Modal
In the modal, remain in the Data tab and edit:
4th Step: Saving the Changes
• Review the information before saving to avoid inconsistencies.
• Use the Logs tab to audit important changes.
• Keep tags updated to make filtering and organization easier.
Conclusion:
You have learned how to edit a card in octapipe by adjusting its main properties and ensuring that the information reflects the current status. If you have any questions, contact our support team.
In the modal, remain in the Data tab and edit:
- Card Name
- Owner
- SLA
- Pipeline
- peline Stage
- Tags (optional)
4th Step: Saving the Changes
- Click “Save All” in the lower corner of the modal.
- Wait for the success notification.
• Review the information before saving to avoid inconsistencies.
• Use the Logs tab to audit important changes.
• Keep tags updated to make filtering and organization easier.
Conclusion:
You have learned how to edit a card in octapipe by adjusting its main properties and ensuring that the information reflects the current status. If you have any questions, contact our support team.