Kanban: card modal (history timeline + notes)

What you’ll learn

What happens when you click a Kanban card, what the card modal is for, and how to use History timeline and Notes to keep execution clean and trackable.

What is the Kanban card modal?

The Kanban card modal is the detailed view of a product card.

Instead of stuffing everything on the board, D2C Lab keeps the Kanban board clean and lets you open a card to see:

product title + current stage
validation/checklist context
activity history (timeline)
notes (editable)

How to open it

Go to Kanban
Click on a product card

A modal opens with the product details.

What you’ll see inside the modal

1) Title + stage

At the top you’ll see:

the product name/title
the current stage (matches the column)

2) Checklist snapshot (quick context)

You may see a quick view of checklist progress so you can remember:

whether the idea was properly validated
what checks were completed

This is useful when you revisit older products.

3) History timeline (what changed + when)

The History timeline records key events so you can audit the journey.

Typical timeline events include:

stage moves (Sourcing → Sampling → …)
status changes (Launch Ready, Launched)
kill/revive events (if surfaced)
other key actions recorded by the system

Why it’s useful:

you can see when and how the product progressed
you can identify where it got stuck
you can review decisions without hunting messages

Tip: Use the timeline to keep team alignment (everyone sees the same history).

4) Notes (your execution log)

Notes are where you write the “human context” that the system can’t auto-capture.

Use Notes to store:

sample feedback
negotiation outcomes
pricing changes
decisions and reasons
shipping ETA and tracking reference
what you’re waiting for + next action

Notes should be editable inside the modal.

A simple notes template (copy/paste)

Use this structure to keep notes consistent:

Last update:

Current situation:

Key decision:

Next action:

Owner:

Target date:

Best practices

Add a note whenever you move a card backward (revert) so the reason is clear.
Keep notes short and scannable (one line per update is enough).
If your team is involved, always write the next action + owner.

Troubleshooting

I can’t edit notes

refresh once
try a different browser
check if your role has editing permissions

If it still fails, report it:
feedback.d2clab.co → Bug Reports

Timeline looks empty

Some events may only start appearing after the first stage changes.

Try:

move a card one stage forward (real milestone)
reopen the modal

Kanban: drag-and-drop stage mapping
Reverting stages (moving a card backwards)
Kanban: columns and what each means
How Kanban starts automatically (supplier contact rule)