1. What is a Card Type?
You have to be an Account Owner or a Workspace Manager to be able to create and manage card Types in your Workspaces and boards.
Users apply card types to categorize tasks that have common characteristics.
Types not only help team members to group together cards from the workflow but also facilitate:
- KPI metrics collection
- process analysis
- process improvements.
Typical examples of card types are: "Design", "Purchasing requisition", "Meeting", "Defect" etc.
2. How to create a new Card Type?
Card Types are created on a Workspace basis and become available in all belonging boards. You can easily deselect the inappropriate boards.
To create a new Type, go to the Dashboard and access the:
- Workspace settings to display a menu -> then select Manage boards. Note that you can use a shortcut and select Create Types.
- Board Settings to display a menu -> then select Board settings and go to Types.
The Types panel provides a convenient overview of all existing types and the respective boards that types belong to (outlined in red). To create a new Type -> select the "Add new type" button.
The "New card type" panel allows you to categorize your task types in a visual way and distinguish them with a specific color (1) as well as with an icon (2) that corresponds to the type concept.
Enter the name of the Type you want to create (3) and provide a description (4) (optional).
The system allows you to override (5) the card color when applying а card type. If this option is checkmarked, users will be not able to manually change the card color as long as the card is of a certain type.
When creating a new type the system automatically adds it to all boards in the Workspace (6).
You can easily deselect the inapplicable boards. Just click "x" on the board you want to remove.
Note: If you create a new board in the respective Workspace, it will automatically obtain the existing types.
3. How to edit or delete a type?
Access the Types tab in the Workspace and Board Settings.
To Edit/Copy/Move/Delete type, use the three dots icon of the respective Type and perform the action. You can also click the Type name itself to manage the type.
4. How to assign a Type to your card?
Open the card and click the default Type icon at the top left corner.
The system will produce a dropdown list with all Types that you have added to the board -> select the one that best matches the nature of the task -> Update the card to save all changes.
Note: The list of types is divided into two groups: Recent Types and Other Types.
Recent Types contain the most relevant and frequently used types in the respective workflow. The Other Types list contains the rest of the types.
TIP: To display the card type at the closed card view -> you have to configure the corresponding Card settings -> uncheck the "Hide Card type" box.
As a result, the Type icon appears at the top left corner of the closed card view.
You can select the Type field directly from there.