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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:

  1. Open the card.
  2. On the card top bar, go to More.
  3. 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:

  1. Open the card.
  2. Go to the Subwork tab.
  3. Select + Add subcard.

To add a subcard from the subcard group:

  1. Open the card.
  2. 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:

  1. Open the Mind Map view.
  2. Hover over the selected card.
  3. Select the + icon.

You can also add subcards using Quick Actions.

Adding main cards

To add a main card from the card menu:

  1. Open the card.
  2. On the card top bar, go to More.
  3. 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:

  1. Open the card.
  2. On the card top bar, go to More.
  3. 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:

  1. Open the card.
  2. On the card top bar, select the  Next / Previous icon.
  3. Select + Add next card / + Add previous card.

Adding linked cards

To add a linked card from the top bar:

  1. Open the card.
  2. On the card top bar, select the  Linked card icon.
  3. Select + Add linked card.

Now you can create a new linked card or add existing card as a linked card.

FAQ

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.

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