1. How to link cards?
Kanbanize supports several types of connections a user might choose in order to create relationships between different cards. The system allows you to link cards between different Kanban boards and build powerful dependencies and connections.
This article aims to show how to:
- Link a card to existing cards in the system in order to create a relation between the items.
- Break down a card into smaller work items. Using this approach you can instantly create new cards via the existing card (source card).
There are many ways to create links between the cards:
OPTION 1: Connect cards that live on the same board.
Link existing cards on the same board using the drag & drop functionality.
Press the CRTL key and Drag & Drop the selected card to the card you wish to link it to. A new box opens and you have to select the type of connection that you want to establish between the cards: parent/child/relative/predecessor/successor. The two cards will be automatically linked to each other.
Using this option you can link the card to any Initiative on the Initiatives Workflow or on the Timeline Workflow.
When you link cards, each of them gets updated with a link property for a cross-reference.
On hover, the link property displays summarized information for the related cards in a tooltip. If you click the link property, the related card colorizes in yellow and starts shaking to stand out.
TIP: You will see the links'properties only if you have configured your cards' settings accordingly. For more details, check p. 4 of the dedicated article.
OPTION 2: You can connect cards that live on different boards across the account.
Using the Card Context Menu, the system allows you to:
- Use the Source card to create a new linked card (1)
- Link existing cards in the account (2)
(1) Open the Context menu from the upper right corner of your card and select the "Link/Copy" button to open the dedicated panel with all types of links. Choose the type of relationship that you want to establish between the source card and that card that you are going to create.
Then the system opens the Board Minimap and prompts you to select a location for the new card i.e. a board and respectively the card's position on it. Note that you can select the same board or any other board in your account. When you select the location, you have to enter the new card details (for example: Title, Assignee, deadline) and click the Add button to trigger the card creation.
The new card will be automatically linked to the source card from which you initiated the linking process.
TIP: if the linked card is located to a different board, hold CTRL and click the "link property" to open the respective board in a new browser tab and locate the card itself.
Please, watch the short video:
(2) Use the Context menu to link the Source card to an existing card in your account. Open the Context menu, then click the "Link/Copy" button and select the last option in the Links panel i.e. "Link to an existing card". Enter a Card ID or a Title to refer to a particular card and link the working items.
Note: The system allows you to sync the two cards. For more details, please check the dedicated article.
OPTION 3: Use the Links tab in Card Details
Double click to open a card and select the LINKS tab. Using this panel, you can not only link cards but also get a convenient overview of the source card's existing relationships.
Users will be able to see all cards that are linked to the source card in the following perspectives:
- Table view
- Bar Chart View
- Pie Chart View
- Board View
By default, the Links tab opens the Table view perspective, where all linked cards are displayed in a table format. You can use the "Configure results" button to display/hide any card-related information.
For example, you can easily display more card properties such as: description, tad, size, etc -> just select the pills from the configuration panel and Apply your changes. If you don't need the information, just deselect the respective pills.
Note: the "Board view" perspective shows the source card and all linked cards in a Kanban board view.
It visualizes the source card in yellow. This preview mode provides extra functionality.
Right-click on any of the cards in the Kanban Board preview to open the dedicated "Links panel" that supports all linking capabilities. From there you can create new links.
To create links from the Links tab of the source card, you have to open the "Create New Link" menu.
You can create a new linked card from the source card or you can link the source card to an existing working item in the system. You can sync the items just by clicking the respective icon.
Open the card and go to the Links Overview menu (the bottom right side of the card), where all existing relations get displayed. You can see the position of the currently opened card in the hierarchy even if it spans multiple levels in the organization. This allows team members to see how their tasks contribute to the bigger picture, while managers can easily get an overview of entire projects. Click on any of the links to instantly open the respective linked card.
You can create new linked cards, using the respective plus icon of "Links Overview".
It supports all linking capabilities including the card syncing option. You can either create a new card and linked it to the source one or you can link two existing cards.
OPTION 5: Link cards using the Related Boards feature in the sidebar.
With the Related Board feature, users can connect cards' workflows across the account for easier management and visualization. Go to the sidebar located to the right of each board interface and open the Related boards' panel (1). Connect the boards that you want to be related and then drag and drop the card onto the related board, where the linked card is to be created (2). After you drop the card the link menu appears. For more information, please check the dedicated article.
2. How to copy and sync properties when linking cards
The Copy/Sync link details capability allows you to copy and keep in sync the card properties of any two (or more) cards in the system. The Copy/Sync icon is available in every link menu and you have to select it in the link establishment process. Please check the dedicated articles to learn more about the Copy and Sync Linked Card Properties.