Cards Support
Find the answer. Keep the context.
Learn how Cards works, complete a task, or solve a problem. If an article is not enough, contact a person directly.
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Start Here
Learn the language, roles, and foundations of Cards.
4 articles →Learn the Workflow
Understand how work moves through Plan, Stack, Pressure, Load, Financials, and Client Review.
6 articles →Everyday Tasks
Complete common work, communicate clearly, and keep Cards current.
6 articles →Manage Cards
Set up people, Teams, Projects, permissions, and capacity.
3 articles →Troubleshooting
Diagnose common access, timing, notification, and workspace issues.
2 articles →FAQ
Get concise answers to common Cards questions.
1 article →Trust and Account
Understand privacy, security, AI boundaries, and account controls.
1 article →Recently updated
Connect Cards to Zoom
Connect a workspace to Zoom, create and manage meetings from Meeting Cards, and remove the integration when it is no longer needed.
Add Comments, Files, and Completion Evidence
Keep relevant communication and artifacts connected to the Card where collaborators will need them.
Ask a Question Without Blocking Work
Use a Question when you need an answer but the source work can continue or you can act elsewhere.
Cards Terminology
Understand Projects, Cards, Card chains, roles, readiness, completion, and the other words used throughout Cards.
Complete an Action Card
Finish an Action Card with the evidence and context its next reviewer or collaborator needs.
Contact Cards Support and Follow a Resolution
Open a Cards product support request, continue the private conversation, and review or return a proposed resolution.
Still need help?
You never have to search the knowledge base before asking a person. Start a private conversation with Cards Support.