Nexus boards and cards

Open cards, update project work, and retain the source documents.

A Nexus board organizes document memberships. A card points to a document; putting a note on a board does not convert or move that note.

Open a card

Click the card to open its details while keeping the board behind it. Use the card’s menu for actions such as changing status or order. Menu controls and dragging are separate from opening the card.

Card details bring the document, project properties, and discussion together. Close the details to return to the board. Save or finish drafts before leaving an editing flow that asks you to do so.

Create and edit on Mac

In Nexus Desktop 0.2.37 or later, New card and existing cards use the same card editor. Enter the title and document content, choose the board and assignee, then create the card. Existing cards open their document editor directly.

Type part of a member’s name or email in the assignee field. Use the arrow keys to choose a suggestion, then Tab or Return to accept it. After completion, Tab advances to the next field. Select a matching workspace member rather than leaving an unmatched name.

Closing an unfinished new card retains its draft while the app remains open; it is not a saved document or a cross-device draft. Create the card to save it.

Update the work

Use the card properties to change status, assignee, due date, priority, or a blocking reason. Boards with configured stages can also expose a stage. Available controls depend on your access and the board’s configuration.

Use the document editor for the actual notes. Checkboxes inside those notes can remain an internal checklist; they do not have to become separate cards.

Discussion belongs to the underlying document. Use it for handoffs and decisions that should stay with the work.

Open or share the document

Use Open document on the web or Open full document in the desktop card menu to leave the compact detail view. Copy document link gives you a web link to the source in its vault.

Copying a link does not publish the document or change access.

Remove a card

Remove from board removes that board membership and keeps the document. Deleting or archiving the source document is a different operation.

Reminders

A follow-up time can help you track what needs attention. Notification delivery depends on the workspace’s configured delivery channels; a saved reminder is not confirmation that an email was delivered.