Related Cards

KanBo licenses having this feature:

Free

Team

Professional

Business

Enterprise

Strategic

In this article:

Overview

Related cards are the least obliging type of card relations. Two cards connected by such a flexible relation have no time-dependent ties between them. Related cards allow you to save cards that relate to your task in some way but are not dependent on each other.

Information about related cards can be found in the top bar of the card. There, we can see and visit all related cards, as well as add or delete such relations.

Example: The Programme card has one related card which is named Hang up posters.

The card top bar is the only place where you can preview related cards. They do not appear in the Subwork tab, nor in any space view. 

The related cards icon indicates a link, because pasting links to cards is a way to create flexible relations:

  •  Related cards

You can choose whether the connection between cards should be bi-directional. That is, you decide whether the relation is visible in both cards.

There are two types of related cards connection:

  • Two-way relation – allows for loose connections between cards; information about the relation appears on both cards. 
  • One-way relation – the relation appears when the card is mentioned in a comment. Information about the relation only shows in the current card (but is mentioned in the activity stream of both cards).

Two-way card relation must be added from the top card menu level (see below). One-way relation forms spontaneously when you mention a card in a comment. There is no trace of a connection between them in the mentioned card.

Example: A card mentioned in a comment automatically becomes a one-way related card.

If the related card is in another space, you can use the mirror card option to have it in your space.

Adding related cards

One-way relation

Adding related cards is done automatically when mentioning them in the comment. This creates a one-way relation. This means that we only see the relation on the top bar of the current card. See how to add a comment.

Two-way relation

You can add related cards manually. In that case, it will be a two-way relation. This means it will appear on both cards. What is more, you can create new cards this way.

To add related card to a card:

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

You can create a new related card here or search for an existing one.

  1. To create a new card, enter the name and fill in the optional fields. To add an existing card, search for the card you want to add (you can limit your search to the space in which the card is located).
  2. Confirm with the Add related card button.

Removing related cards

To remove related card from a card:

  1. Open the card.
  2. On the card top bar, select the Related card icon.
  3. On the selected card, go to More (the three-dots menu).
  4. Select Remove relation.

If the relation was bi-directional, you must decide whether you want to remove the relation entirely or change it to one-directional. In the pop-up window, you must select whether you are removing both relations or just one of them.*

*This information refers to features that are planned for introduction in the near future.

Was this article helpful?

Please, contact us if you have any additional questions.