Adding and editing cards

This page guides you through what cards are on a Workflowy board and shows you how to add or edit them.

What is a card?

A card represents a single bullet or sub-list on your board. Cards let you:

• See items as movable tiles in columns

• Edit content directly without switching back to list view

• Track your progress by renaming, adding notes, or changing details

You can use cards for tasks, ideas, meeting notes, or any other items you want to organize.

Adding a card to your board

To add a new card to your board:

1. Navigate to the column where you want the card.

   

2. Click + icon at the bottom of that column.

   

   A new card appears.

3. Type your card title (for example, “Time Period”) and press Enter.

   Your card is added to your column.

Editing a card

In Workflowy’s Boards view, each “card” is really just a bullet (or nested bullet) that you’re treating like a Kanban card. “Editing” a card simply means opening that bullet and changing whatever you need—its title, its content or description, and any of the custom fields you’ve added. Concretely, when you edit a card you can:

• Change the title
  Click the card’s header to rename it. That’s the equivalent of editing your bullet’s text.

• Update the description or notes
  Expand the card to reveal the body of the bullet (any nested bullets) and add, delete, or rearrange lines of text or sub-bullets.

• Edit metadata
  If you’ve added custom card-properties—due dates, tags, dropdown selects, checkboxes, numeric fields—you can click into each field to pick a new value or type in fresh data.

• Reassign or reorder
  You can drag the card to a different column or even move it within the same column; that’s also “editing” its status or priority.

• Add collaborators or comments
  If you’re on a shared board, you can @mention teammates, leave comments, or resolve threads—all from the card’s detail view.

Basically, “editing a card” in Workflowy is exactly the same as editing the underlying bullet and any fields you’ve associated with it—you just do it through the Board UI instead of in the free-form list.

To edit the existing text in a card:

1. On your board, hover your mouse over the card you want to edit.

2. Select the bullet icon.

   

   Your card opens into its expanded view.

   

3. Select your text.

   An editing panel appears.

   

Select your desired options.

The changes appear in your card.