> ## Documentation Index
> Fetch the complete documentation index at: https://help.zarms.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# Find your way around the card details

> How the screen is laid out when you open a card, and what to do where: actions at the top, fields on the left, the document and steps in the middle, comments on the right, and saving at the bottom. Why ZARMS saves your changes together with Save changes.

Click a card, and its details slide up from the bottom of the screen. This is where you handle everything about one card: who does what by when, what the work is based on, and what people have said about it.

## Layout

| Area | What's there |
| - | - |
| Top | Board selector, card name, and the Archive, Follow, and More actions buttons |
| Left (Fields) | Status, assignees, dates, hours, priority, custom fields, and the card number |
| Middle (Files) | The **Document**, **Folder**, **Steps**, **Relations**, and **History** tabs |
| Right (Comments) | The **Comments** and **Advice** tabs |
| Bottom | The recipient and comment inputs, **Discard**, and **Save changes** |

On narrow screens, the left, middle, and right areas become the **Fields**, **Files**, and **Comments** tabs.

## Top: actions on the whole card

* **Board selector** (top left): The board the card belongs to. Use it to move the card to another board. Choose **My board** to take the card off every board.
* **Card name**: Edit it right there.
* Buttons on the right: **Archive**, **Follow** (the number is how many followers the card has), and **More actions** (the three vertical dots).
* Inside **More actions**: **Share** (copy a link), **Duplicate**, **Repeat**, and **Convert to template card**. When a card is set to repeat, the button shows a small dot.

See [Find, share, and duplicate cards](https://help.zarms.cloud/en/cards/organize.md), [Create a card again on a set schedule](https://help.zarms.cloud/en/cards/recurring.md), and [When to use Done, Cancelled, and Archive](https://help.zarms.cloud/en/cards/finish.md).

## Left: who does what by when

These fields are the backbone of the card. The **status** and the four roles (Creator, Processor, Reviewer, and Receiver) decide who has the ball now. The colored dot next to each role shows the status in which that role has the ball.

* How status and the ball work: [Status and the ball: whose turn it is](https://help.zarms.cloud/en/cards/status-and-ball.md)
* Assignees, start and due dates, hours, and priority: [Set assignees and dates](https://help.zarms.cloud/en/cards/assignees-and-dates.md)
* Your company's own fields: [Add your own fields with custom fields](https://help.zarms.cloud/en/admin/custom-fields.md)

The card number, such as "Card #42", appears at the bottom left. Enter the number in search to open the card right away.

## Middle: the work itself

| Tab | What you can do |
| - | - |
| Document | Write the description or meeting notes in the card's Google Doc |
| Folder | Share materials in the card's Google Drive folder |
| Steps | List the smaller tasks inside the card |
| Relations | Link parent and child cards |
| History | See when, who, and which fields changed |

For details, see [Write the description and add files](https://help.zarms.cloud/en/cards/documents.md), [Break work down into steps](https://help.zarms.cloud/en/cards/steps.md), and [Find, share, and duplicate cards](https://help.zarms.cloud/en/cards/organize.md).

## Right: the conversation

The **Comments** tab lists the card's comments, oldest first. On the **Advice** tab, AI reads the card and its comments and suggests what the current assignee should do next ([AI advice and reports](https://help.zarms.cloud/en/ai/advice-and-reports.md)). If your team doesn't use AI features, the Advice tab doesn't appear.

## Bottom: save your changes together

Changes you make in the details aren't saved until you click **Save changes**. When you change the status or move a date, a note of what changed is added to the comment box at the bottom. Add your reason if you need to, choose the recipients, and then save. Below the save button, you can see who will be notified.

ZARMS saves changes together so that "what changed" and "why" become one record, and the people involved hear about it once. If every single field change sent a notification, the people receiving them couldn't follow what happened. For how to write comments and choose recipients, see [Let people know with comments](https://help.zarms.cloud/en/cards/comments.md).

To start over, click **Discard** to go back to how the card was when you opened it.

> [!NOTE]
>
> The Google Doc on the **Document** tab saves to Google Docs as you type. You don't need to click
> **Save changes** in ZARMS for it.

## Close

Click the down arrow at the top, or press Esc. If you have unsaved changes, you see "You have unsaved changes". Choose **Save**, **Discard**, or **Keep editing**.

## Troubleshooting

* **You can't change a field**: Archived cards can't be edited. Click **Unarchive** at the top first. For guests and actions limited by role, see [Roles and what they can do](https://help.zarms.cloud/en/team/roles.md).
* **Your changes went back after you saved**: If you see "Couldn't save your changes. The card was restored to how it looked before.", the save failed. Wait a moment, make the changes again, and save.
* **You can't find a button or field**: See [Can't find a screen or button, or can't do something](https://help.zarms.cloud/en/troubleshooting/cannot-see.md).


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