View stakeholder details in card layout
Use the stakeholder card view to quickly see key details for each stakeholder, including status, role, and contact information, and to open them for more context.
This guide is designed for project manager.
Steps
Step 1: Open the stakeholders grid view
Navigate to the stakeholders section and switch to the grid or card view so each stakeholder appears as an individual card instead of a table row.
Step 2: Scan stakeholder cards for key information
Review each card to see the stakeholder’s avatar, name, role badge, colour-coded status indicator, and contact details such as email and phone at a glance.
Step 3: Check linked resources for a stakeholder
Look at the resource badges on the card (for example documents or forms) to understand what information is already associated with the stakeholder before opening them.
Step 4: Open a stakeholder from the card
Click anywhere on a stakeholder card to open the full stakeholder record or detail view for deeper information and actions.
Step 5: Select stakeholders using card checkboxes
If selection is enabled, hover over a card and use the checkbox in the top-right corner to select or deselect stakeholders for bulk actions, noting the highlighted border when a card is selected.
Last updated: 2026-07-28