Content:
1. How to create cards on your Kanban Board?
-Right-click your mouse on the board
-Use the Sidebar option
-Double-click your mouse on the board
2. How to create another card from the card view?
3. How to create cards via email?
4. How to import cards in bulk using the import tool and add-ons?
5. How to automate the card creation process?
6. How to create cards via the API?
1. How to create cards on your Kanban Board?
There are several ways to directly create a card on your board.
Option 1: Right-click your mouse on the board
Right-click with your mouse on the board area where you want the new card to be created.
Usually, this is the "Backlog" or the "Requested" columns on any of your workflows.
Click "Create New" to open a new Kanban card. Fill in the relevant information i.e. Title, Owner, Deadline, then click Add card or press Enter, and your new card will be created and visualized on the board.
Notes:
- When you create a card on the Cards Workflow, it becomes a Kanban card.
- When you create a card on the Initiatives Workflow, it becomes an Initiative.
Option 2: Use the Sidebar option
Use the plus button on the top of the board sidebar to create а new card or an Initiative. Once you click the plus button, the system opens a new item, so you need to fill in the corresponding properties and then add it to the board.
If the Initiative Workflow is enabled, the system directly creates an Initiative in the Requested Column.
In case that the board does not have an Initiatives Workflow, then a card will be created in the Requested column of your Cards Workflow.
TIP: Note that you can configure this behavior using the personal Board settings panel in the Sidebar. You can set up a default position for the new cards you create. Every time when you create a new card, it gets created in the pre-selected position.
This configuration works per board.
Option 3: Double-click your mouse on the board
Double-click your mouse in the area where you want to create your Kanban card.
Input relevant information in the respective card properties (owner, priority, type, deadline, etc.) and click the "Add card" button. The new card instantly appears on your board.
2. How to create another card from the card view?
If you are creating lots of similar cards, this feature may help you streamline that.
After you create your first card, instead of clicking "Add Card" you can click on the dots icon (1) which will open up two options.
Select the "Save and Add New" option to create a copy of the current card.
You can also achieve the same result with the keyboard shortcut Ctrl + Shift + Enter.
3. How to create cards via email?
If you set up the Kanbanize email integration, you can easily and quickly create cards over your integrated email. How does it work?
The email integration feature hooks your inbox to а Kanban board of your choice. All you need to do is to send an email to your integrated email where:
The Subject* of the email defines the name of the board where the card is to be created and the card title, while the email Body** is used to define the card properties such as Owner, Column, Priority, etc.
* SUBJECT: The name of the board where the card is to be created should be surrounded by curly brackets. For example: {boardname} This is the Title of the card
** BODY: You can set the properties when creating a card, following the format:
{#owner: name} or {#column: name}
For more information, please check out our dedicated article.
4. How to import cards in bulk using the import tool and add-ons?
You can populate your Kanban board by importing cards from a spreadsheet file (.xls).
To achieve that, click on the Import / Export icon, located on the sidebar to the right of your board interface.
For more information on how to create cards using this method, please check the dedicated article.
In addition to the built-in import tool, you could also explore our Kanbanize for Sheets and Kanbanize for Excel add-ons.
5. How to automate the card creation process?
With the Business rules in Kanbanize, you can automate a lot of actions in your process.
The Business rules in Kanbanize trigger actions (create a card, move a card, update a card, send a notification, call web service, block a parent card, etc) when certain events occur or certain predefined criteria have been fulfilled. Business Rules are working on the principle: If "X" and "Y" conditions are met then do "Z".
With the "Recurring Create Card" rule, you can set up a schedule and create new cards automatically.
For example, you can configure the system to automatically create new cards with predefined parameters, every Monday at 5 pm.
To learn more about the rule setup, please check out the dedicated article.
6. How to create cards via the API?
To create a new card using the Kanbanize API, you have to send a POST request to:
https://<subdomain>.kanbanize.com/api/v2/cards/
where <subdomain> is the subdomain of your Kanbanize account e.g. company.kanbanize.com
For more information on the Kanbanize API, review the following article.