Formatting the Card

Formatting the card can be as simple as making text bold and increasing the font size or could also include changing the font type and adding background colour to the card and text so that it stands out better on the dashboard.

To format the card, click into the card in the Design section at the top of the screen and a Formatting section will be displayed above the card chart.

If text already exists in a text box, remember to select the text that you want to format before choosing the formatting option.

The options in the formatting section are explained in more detail in the following table:

Icon	Meaning

Icon	Meaning
	Font Size
	Font Family
	Text Colour
	Text Background Colour
	Bold. Applies bold formatting to the selected text
	Italic. Applies italic formatting to the selected text
	Underline. Applies underlining to the selected text
	Text Align Left. Left aligns the selected text
	Text Align Centre. Centre aligns the selected text
	Text Align Right. Right aligns the selected text
	Copy Formatting. Select text and click this icon to copy the formatting that has been applied to the selected text. Copied formatting will remain available for pasting until the page is refreshed or you close or log out of the dashboard
	Apply Copied Formatting. Select text and use this icon to paste formatting copied from another area
	Bullets. Click this icon before typing to create a bulleted list. Alternatively, you can select existing text and change it to a bulleted list
	Numbering. Click this icon before typing to create a bulleted list. Alternatively, you can select existing text and change it to a bulleted list
	Clear List Style. Select text that has a bullets or numbering applied and click this icon to remove the list styling and revert the selected text to normal text
	Insert Link. Click the icon to paste a URL link into your card

To format your text, select the character, word or sentence you want to change and then click one of the formatting drop-downs (see table above for available options).

To show how formatting can now be used, we’ve formatted the Card Chart in the following screenshot using different elements for each word.

In addition to the formatting options users will now be able to download a Card Chart as a Word.docx.

Copy Formatting

The ‘Copy Formatting’ icon can be used to copy the formatting from different areas of the Card Chart. You can then decide which formatting you want to apply when you use the ‘Apply Copied Formatting’ icon. To copy formatting, select the formatted text and then click ‘Copy Formatting’. All formatting that has been applied to the selected text e.g. font colour, font size and font family will be copied. You will be able to add several selections of formatting using the ‘Copy Formatting’ icon.

Apply Copied Formatting

In the following example, we copied formatting from different areas of the document. All selections can be seen when we select a different area of the document and click the ‘Apply Copied Formatting’ icon.

To apply formatting, click on the copied selection that you want to use.

You can remove individual copied formatting by clicking the remove icon next to the relevant selection.

You can clear all copied formatting by clicking ‘Clear This List’.

Formatting that you’ve added to ‘Copy Formatting’ will remain available for use until you log out or click ‘Clear This List’.

Checking which Font you used

If you need to check which font you applied, select the text that has been formatted and click the ‘Font Family’ icon. The font that you used will be highlighted.