Cards are the core building blocks of your Boards in Aptly. Each card represents an item moving through a process — like a lead, lease, renewal, or work order. Cards track progress from start to finish and hold all related details, participants, and activity in one place.

What Is a Card?

A card represents one specific record or item within your process. Think of it as a digital file that travels across your board’s stages — from start to completion.

For example:

• On your Renter Leads Board, each card represents a prospect moving through the leasing pipeline.
• On a Lease Renewals Board, each card represents a lease moving through the renewal process.

Each card contains all the essential information and relationships for that record — such as owners, residents, properties, and communications.

How You’ll See Cards

Cards can appear in two different formats depending on your selected view:

• Kanban View: Cards display as tiles within each stage column, giving you a visual overview of progress.
• Table View: Cards appear as rows in a list, allowing you to quickly sort, filter, and manage data.

You can switch between these views at any time to work in the way that suits your process best.

What’s Inside a Card

Each card is made up of several sections:

• Key Details: Contact names, properties, and other important identifiers.
• Fields: Custom fields that capture important data (like renewal date, rent amount, or status).
• Participants: The people connected to the card — such as owners, residents, or prospects.