-
Learn the Basics
-
- Spaces
- Space Types
- Creating Spaces
- Adding Users to Spaces
- Space Activity Stream
- Following Spaces
- Space Details
- Space Dates
- General Space Settings
- Duplicating Spaces
- Renaming Spaces
- Changing the Space Color and Icon
- Leaving Spaces
- Removing Users from Spaces
- Moving Spaces between Workspaces
- Moving Spaces between Different KanBo Environments
- Closing and Reopening Spaces
- Deleting Spaces
-
Visualize Work
-
Collaborate
-
Level Up Your Work
-
Resource Management
-
Work Securely
-
Integrations
-
- Microsoft Teams Integration
- Notifying KanBo Users in Microsoft Teams
- Opening KanBo in Microsoft Teams
- Sharing Microsoft Teams Messages and Posts as Notes in Cards
- Adding KanBo Tabs in Teams Channels
- Integrating Workspaces with Microsoft Teams
- Integrating Spaces with Microsoft Teams
- KanBo Link Unfurling
-
- Importing Microsoft Planner Plans into KanBo
- Exporting KanBo Space Views to Excel
- Visitors in Microsoft 365 Environments
- Adding KanBo Modern Web Part to SharePoint Site
- Autodesk BIM Integration
- ServiceNow Integration
- Zapier Integration
- KanBo and Nintex Integration
- UiPath Integration
- Azure Logic Apps Integration
- Power Automate Triggers and Actions in KanBo
- Advanced KanBo Actions in Power Automate
- Creating Document Folders in Document Libraries Created by KanBo with Power Automate
- Creating KanBo Space Attached to Subfolder Created by Power Automate
-
Adding Card Relations
In this article:
Overview
There are many ways to add card relations. You can create new cards from the current ones, or you can combine existing cards with relations. Depending on the type of card relation, it may look different. Space views, which focus on relations between cards also allow you to create some types of relations.
Creating a card or searching for it with a card picker looks the same, so the following instructions will only focus on how to get there.
We divided the process of creating relations according to their type. See how to create subcards, main cards, next or previous cards and linked cards.
Creating new related cards
The process of creating a card is always the same. It doesn’t matter if it’s an independent card or a card related to the current one. We need to enter the name of the card, select space, and the card status. In addition, you can use a card template, enter dates or card users.
Example: Creating new card related to our card.
Adding relation with existing cards
You can create relations between existing cards too. Find the card using the card picker, or paste the URL of an existing card. This option can be found in the Search for card tab.
Example: Creating relation with an existing card.
Adding subcards
Subcards are cards that represent additional tasks related to our main card. They are included in the main card and depend on it, which is why our main card is called the main card. The relation between the main card and the subcard is called the hierarchical relation.
To add a subcard from the card menu:
- Open the card.
- On the card top bar, go to
More. - Select
Card relations > + Add relation >
Subcard.
Now you can create a new subcard or add existing card as a subcard.
All subcards are located in the Subwork tab.
To add a subcard from the Subwork tab:
- Open the card.
- Go to the
Subwork tab. - Select + Add subcard.
To add a subcard from the subcard group:
- Open the card.
- On the subcard group, select + Add subcard.
The hierarchical relations is particularly important in the Mind Map view.
To add a subcard from the Mind Map view:
- Open the Mind Map view.
- Hover over the selected card.
- Select the + icon.
Learn more about card relations in Mind Map view.
You can also add subcards using Quick Actions.
Adding main cards
To add a main card from the card menu:
- Open the card.
- On the card top bar, go to
More. - Select Card relations > + Add relation >
Main card.
Now you can create a new main card or add existing card as a main card.
Adding next or previous cards
To add a next or previous card from the card menu:
- Open the card.
- On the card top bar, go to
More. - Select Card relations > + Add relation >
Next /
Previous.
Now you can create a new next or previous card or add existing card as a next or previous card.
To add a next or previous card from the top bar:
- Open the card.
- On the card top bar, select the
Next /
Previous icon. - Select + Add next card / + Add previous card.
Adding linked cards
To add a linked card from the top bar:
- Open the card.
- On the card top bar, select the
Linked card icon. - Select + Add linked card.
Now you can create a new linked card or add existing card as a linked card.
FAQ
What are the views with card relations highlighted?
You can observe card relations in the Mind Map view and Gantt Chart view too. There is also an option to expand subcards in the Kanban view and List view.
What kind of card relation can I create using Mind Map view?
You can create hierarchical relations using the Mind Map view.
Was this article helpful?
Please, contact us if you have any additional questions.
