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Naming cards

If you're planning to use multiple cards across your business, naming cards will help you to stay organised, and you can always search for them by name, for example, 'Q1 Facebook campaign'.

Update the card name

  1. Go to 'Cards'
  2. Click the relevant card and 'Settings'
  3. Click the card's name at the top
  4. Update the name and hit 'Save'

Update multiple card names at once

  1. Go to 'Cards'
  2. Tick the box next to the cards you want to name
  3. Click 'Name cards' in the menu that appears below
  4. Update the name and hit 'Save'