Introduction to Card Links
The Card linking is used to connect (link) several cards together.
It is a common rule to group together cards that are related to one another in order to associate and synchronize them on the whole (relative cards, mirror cards)
Another reason to start linking cards is to create a breakdown of a card, which incorporates hierarchical structure (parent/child cards). This is a precondition for the Portfolio Kanban Management scenario.
1. Type of Links
Relative Cards – these are similar cards with no hierarchy between them. For example - let’s assume that you’re coordinating a marketing campaign for customer “X”. Card 1 represents the work of the Designer and Card 2 represents the work of the Content Manager. It would be appropriate to link these two cards as relatives.
Parent/Child cards – this type of relationship enables you to breakdown a task (parent card) into smaller pieces of work (child cards) and track each child card’s metric separately.
Note: A parent card may have an unlimited number of child cards. A child card can have only one parent card.
Mirror Cards – use this type of connection if you simply want to duplicate a card. Any change of the original card will be automatically reflected in the mirror one and vice versa.
Note: This kind of connection has a limitation – a card which already has a parent/child link cannot be mirrored.
Successor/Predecessor cards – this relationship creates rules of order in the breakdown of your work via dependencies between the cards. If this connection is established, the system will not allow you to start working on the card defined as a successor, before the completion of the predecessor card (it first has to be moved to Done). The system will prevent that by blocking the successor card and make it immobile.
Read the following article to find out how to link and make a breakdown of a Card into smaller work items.
2. How to make Links Visible
To make the linked cards visible on the closed card view (just like in the image below)-> go to the Grid Menu (at the upper right corner of your board interface)-> select Configure Card View -> checkmark " Show links" (one per row).
Hovering with your Mouse will allow you to see details about the linked task.
The Arrow icons beside the card titles of the linked cards show whether a task is a parent of other tasks (arrow points up) or a child of another task (arrow points down). An arrow pointing right represents a relative, parallel lines are used to show mirror cards while curved arrows are for successor and predecessor card relationships.
The Colour code shows whether the linked task is in the "Backlog" (Grey), the "Requested" area (Blue), the "In Progress" area (Orange), the "Done" area (Green) or the "Archive" area (Purple).
This color code is very helpful when you want to get an idea of how many tasks remain to be completed before the master card/deliverable can be moved to the Done.