The task card is the place where all key information about task progress is stored. Here, you can add new details, update statuses, leave comments, or remove unnecessary content. It’s convenient, just as it should be.

In Uspacy, you can easily adjust the task card to your needs by changing the parameters of sections and fields on the right side, depending on your specific workflow.

🟣 Every user in a Workspace can customize their task card as they wish.

For example, Employee A might only use the default section and remove all others. Meanwhile, Employee B could create three custom sections with three custom fields in each.

🟣 Workspace administrators or owners can unify the view for everyone with one click—just check the “Apply to all users” box and Save the changes.

Even after the unified layout is applied, individual users can still customize the card for their personal use.

So, everything depends on the needs of your workflow. This level of customization is convenient—it allows for a unified standard layout or total freedom so each employee can work in the interface that’s most comfortable for them 😉

See the detailed guide below ⬇️

At the bottom of the task card, there are two functional buttons used to access all customization options.

This allows you to select which sections are visible in view mode. First, click Configure the card.

Then, toggle the switch to enable or disable a section.

If a section is disabled, it won’t show in view mode but will remain available for configuration.

You can also delete a section completely by clicking the trash icon.

Fields within the section will be hidden, but you can add them to another section later.

You can add any existing standard or custom fields to a section. First, click Configure the card, then select the Change the field set.

In the window that opens, check the boxes next to the fields you want to place in the section. These fields are listed in the Hidden fields block (1), as well as in other sections included in the card.

Alternatively, you can immediately hide any fields that are not needed here. These are located in the block named after the section (2) for which the fields are being configured.

To apply all changes, don’t forget to click Save (3).

The changes will appear in the section right away.

To add a new field to a section, click Configure the card, then Create a field.

Fill out the necessary parameters and click Save.

You will see the field in the section at once.

There is no need to open the field set editing window, you can remove a field from one section and add it to another. To do this, first click the Configure the card button.

Then, click the interaction menu button next to the desired field and select Move to section. After clicking this option, a list of sections within the entity card will expand. Simply select the one you want to move the field to.

As a result, the field will immediately appear in the selected section and disappear from the one it was previously in.

You can select how each field is displayed. Click Configure the card, then open the field menu.

Next to each field, there is an icon that indicates how the field is displayed in the card.

You can select:

🟣 Show only filled fields – field appears only when it has a value.

🟣 Always show – field appears whether it’s filled or not.

Additionally, a field can be completely Hidden. This means it won’t appear in the card—neither in view mode nor during customization—even if it contains data. It will only appear and be placed in a section once you manually add it.

To change the display mode of a field, click the interaction menu next to the field.

Then select an option to replace the current display mode (1), or use the Hide a field option (2).

While customizing the card, you can edit field parameters—e.g., rename fields, change list or label options. Click Configure the card.

Then the field’s menu → Configure the field.

Make changes and click Save—they’ll immediately appear in the card.

While customizing the card view, you can immediately set your own order of fields within sections, as well as rearrange the sections themselves. To do this, first click the Configure the card button.

Next to each field name, you’ll see a special dotted icon. This icon allows you to move fields. Click and hold it with the left mouse button, then simply drag the field to the desired position.

Sections can be rearranged in the same way—click and hold the icon with the left mouse button and drag it to the desired location on the right side of the card.

To create your own information block on the right side of the card, click the Add a section.

Enter the name and select whether it should be visible in view mode.

Next, add fields (existing or new), and configure their visibility and order.

To cancel, click the X icon.

Each change requires saving. Don’t forget to click the Save button in the bottom left of the card.

Then all changes will be applied, and the next time you open the card, the updated settings will be shown.

If you want to return to the default layout, click Restore standard appearance in customization mode.

You’ll be asked to confirm.

Custom sections will be deleted. Custom and hidden fields will move to the Additional section and be shown as “Show only filled.” Standard fields will be shown as “Always show.”

So, the card will revert to default sections relevant to the entity you’re working with, with fields placed in their default order.

If you have additional questions or you need to contact the support, send a request to this email [email protected]