Customize the cards in workflow

Customizing cards allows you to customize what features you see from the proposal listing.

  1. Go to the channel of your choice.
  2. Move to Workflow -tab.
  3. Press on Customize cards.
  4. Click image-png-Oct-30-2022-02-27-18-9821-AM blue if you want to see the certain information.


Presenter shows who has presented the proposal.


Shows the date when the proposal was created.

Assigned manager

Assigned manager shows who is the assigned manager of the proposal.