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Created by Guest
Created on Mar 2, 2022

Apply default card customizations to calendar reports

It is helpful to be able to set a default card customization so that my team all sees the same view on the features board. It would be beneficial if those customizations also applied to calendar reports by default, so our feature cards in that view reflect the same consistent details.
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  • Admin
    Kelly Sebes
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    Mar 4, 2022

    Thanks for reaching out. The calendar reports should also be using the workspace's default card customization, for both the collapsed or expanded view of the card. To customize the default card settings:

    • Go to Settings > Workspace > Configure

    • Scroll down to Card customizations and click the Customize cards button

    • Select the tab for the desired record type

    • Be sure to customize both the expanded and collapsed view

    • In your Calendar report, toggle between the expanded and collapsed options to view your customizations.