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Creating Cards

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In this artcile:

Overview

Cards are the basic unit of KanBo. These are the ones that create the content of the spaces. We have several ways to create cards. 

Cards can be created:

  • In spaces:
    • Kanban, List, and Table view – create cards by clicking in the grouping field where you want to place them
    • Mind Map view – create cards by adding relationships between them
    • Calendar and Timeline view – create cards by placing them on the timeline
    • Gantt Chart view – create cards using the space button
  • Using the Sidebar shortcut
  • By adding card relations from the card level

Note, that you can also create a card using a card template. This allows you to create many cards based on one model card.

Creating cards in spaces

The standard way to create cards is to create from the space level. The first step is to decide what status or other grouping field to assign to the card.

You can create cards using this method in Kanban view, List view, and Table view

To create a card:

  1. Open the space where you want to place the new card.
  2. On the chosen grouping field, select the + at the top of the field. 
  3. Enter the name of the card.
  4. Optionally you can select a card template, add a start and due date, or add card users.
  5. Select Create card.

The card will be created in the selected grouping.

See how to create cards in the Timeline view and Mind Map view. 

Creating cards shortcut

There is a shortcut on the Sidebar you can use to create cards.

To create a card:

  1. On the Sidebar, select the + icon, and then select Card.
  2. Enter the name of the card, select space and status.
  3. Optionally you can select a card template, add a start and due date, or add card users.
  4. Confirm with the Create card button.

Creating related cards

Cards can have multiple card relations. Even cards from different spaces can be related to each other.

To create a new related card from the other card level:

  1. Open the card.
  2. On the top card bar select More (the three-dot menu), and then select Card relations.
  3. Select + Add relation.
  4. Enter the name of the card, select space and status.
  5. Optionally you can select a card template, add a start and due date, or add card users.
  6. Confirm with the Create card button.

FAQ

Cards are the most fundamental units of KanBo. They can represent tasks or projects that need to be tracked and managed. Its complex structure helps with work organization.

Yes, you can duplicate a card or make a card template using an existing card. Then you can create new cards based on that template.

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