Card modal — Detail

The Detail tab is where a card says what it is. Description, context, links, screenshots — everything a teammate or an AI agent needs to understand the work before they touch it.

01-Card-Detail

The editor

Detail is a full Tiptap editor configured with:

  • StarterKit — bold, italic, headings, ordered/bullet lists, code blocks, blockquotes
  • TablesTable, TableRow, TableHeader, TableCell
  • TaskList + TaskItem — checkbox lists (shared with the Tests tab)
  • ImageResize — drag-to-resize inline images
  • Placeholder — greyed-out prompt when the field is empty
  • UnifiedMention / CardMention / DocumentMention — mention autocomplete (see Card chat & mentions)

You get the full markdown experience without leaving the rich editor.

What lives in Detail vs. the other tabs

A common first-day mistake is stuffing everything into Detail. Use the four tabs for what they're designed for:

Put in DetailPut somewhere else
The problem, the user-facing behavior, acceptance criteria at a high levelImplementation plan → Solution
Screenshots of the bug, reference designsAI's take on scope & risk → Opinion
Links to Figma, Linear tickets, user reportsConcrete test cases → Tests
Constraints, non-goals, background

This separation is what makes the card legible to an AI agent. When Claude Code runs save_plan, it appends to Solution, not to Detail — so your original context stays untouched.

Images

Paste or drag any image into the editor. Ideafy embeds it as a base64 data URI inside the card HTML. When you later push the card to the pool, images are extracted to keep the sync payload small — you won't notice this happening.

Saving

Detail saves on blur and on modal close. There's no explicit "Save" button; you can type freely and leave when you're done.

The chat panel

Each tab — Detail included — has its own conversation panel at the bottom. Conversations are scoped per (cardId, sectionType), so chatting about Detail doesn't pollute Tests or Opinion. See Card chat & mentions.


Prev: Quick entry flow Next: Card modal — AI Opinion Up: User guide index

Last updated: 2026-04-13