Create
Start work visually with cards that belong to the workflow from the beginning.
Card & data management · connected work items
Manage Every Work Item From Creation to Completion
Bring cards, data, assignments, collaboration, and accountability into one connected work management experience throughout the entire workflow.
- view_kanbanVisual work management
- assignment_indIntelligent assignment
- data_objectConnected data
- verifiedComplete accountability
One place for the work behind every workflow
Keep cards, data, people, and decisions connected.
Cards are the core work items that move through workflows. Card & Data Management brings the lifecycle together, from creating a card and collecting phase-specific information to assigning work, collaborating with teammates, tracking changes, and monitoring commitments.
hub
Work and context stay together
Manage the activity and the data around it without splitting the work across disconnected tools.
- note_addCreate and move cards
Organize work visually and move it through workflow phases with drag and drop.
- data_objectCapture phase data
Collect the information relevant to the stage where work is happening.
- assignmentAssign with context
Make ownership clear across individuals, teams, and roles.
- historyTrack every change
Maintain historical visibility into actions, decisions, and accountability.
The connected card lifecycle
Give every work item the structure it needs to move forward.
Cards become more than simple task containers when data, people, conversations, dependencies, and commitments stay connected.
Capture
Collect structured, phase-specific information with validation and controlled fields.
Collaborate
Keep comments, files, mentions, and decisions attached to the relevant work item.
Complete
Track commitments, history, dependencies, and outcomes through completion.
Capture the right data at every phase
Give each stage the information it needs.
Phase Data Collection uses smart forms and field rules to collect relevant information while maintaining data quality throughout the workflow.
Smart collection forms
Present structured fields that match the current phase of work.
Validation rules
Keep information accurate before it moves to the next stage.
Controlled capture
Protect sensitive information while keeping the right data available.
Assign work intelligently
Balance ownership and capacity before work becomes a bottleneck.
Distribute cards according to how your organization operates, with individual, team, and role-based assignment supported by workload and capacity context.
Individual assignments
Make the person responsible for the next action visible.
Team assignments
Route work to the team that owns the operational stage.
Workload balancing
Consider capacity, availability, and existing workload.
Automated routing
Use operational rules to send work where it belongs.
Collaboration and connected work
Keep every conversation close to the work it explains.
Card collaboration and linked work make context available where teams need it, without forcing people to search through disconnected conversations or tools.
Context follows the card.
Keep discussion, dependencies, ownership, and activity connected to the work item.
Collaboration
Use comments, files, @mentions, and work-item discussions.
Linked cards
Connect dependencies and related work across projects.
Shared awareness
Keep relevant people close to changes and decisions.
Connected processes
See how related work contributes to the larger workflow.
From work item to workflow control
Move cards through a complete lifecycle.
- checkStep 01
Create
Add a card from the board or use Card Quick Add in the START Phase.
- checkStep 02
Capture
Collect phase-specific data and validate the information required.
- checkStep 03
Assign and collaborate
Route ownership, balance capacity, and keep conversations with the card.
- checkStep 04
Track and complete
Follow SLA commitments, linked work, unsaved changes, and activity history.
Protect every work item
Keep commitments visible and changes traceable.
Card & Data Management combines safeguards, time-based commitments, and complete history so teams can trust the state and story of their work.
Protect unsaved data
Warn users before accidental navigation discards changes to descriptions, fields, tasks, or other card information.
Monitor Card SLA
Define time-based commitments and identify cards that need immediate attention.
Maintain activity history
Record what happened, who performed the action, and when it occurred.
Support accountability
Use auditability and historical visibility to investigate changes and support compliance.
Visibility, automation, and data integrity
Everything teams need to manage work reliably at scale.
Bring the major card and data capabilities together without losing the context that makes each work item actionable.
VisibilityComplete context
Understand progress, assignments, relationships, and data movement.
AutomationSmart distribution
Route work using workload, skills, availability, and operational rules.
IntegrityTraceable data
Combine validation rules with activity history to protect information.
CollaborationConnected teamwork
Keep files, mentions, conversations, and work context together.
Start managing your work items.
Organize cards, connect data, assign ownership, collaborate in context, and track every commitment as work moves forward.