The Links tab functionality
Using the Links tab, you can see at a glance all cards linked to the source card.
This panel allows you to:
- create new linked cards that are connected to the source card
- link the source card with other existing cards in the system
From the Links tab, you can easily delete links between the cards.
Every card and initiative in Kanbanize has the Links tab. Double click to open a card and select the LINKS tab to review it.
The Links tab default view (the Table view) provides a list of all cards that are linked to the source card.
Use the "Configure Results" button to display any card-related information that you want to make visible. For example, you can easily display further card details such as description, tags, size, etc. - just select the pills from the Configure Results menu and apply your changes.
Moreover, the Links tab allows users to see the linked cards in the following perspectives (img.1):
- Table view
- Bar Chart View
- Pie Chart View
- Board View
Note: the "Board view" option provides extra functionality. Right-click on any of the cards in the Kanban Board preview mode to open the Links tab that supports all linking capabilities.
You can use the "Create New Link" (img.2) to open a menu and link new or existing cards to the source card. If you create a new card - select the type of relation and use the mini Boardmap to define the position of the new card you are going to create. You can select the board and the column/lane.
The last choice in the Links panel allows you to link the source card to an existing card in the system. If you use this approach, you have to select the type of link from the supporting panel that comes up -> To initiate it, click on "Link to existing card", then enter a card ID or a Title to refer to an existing card in the system and link the items via the Create a link button.
Please, check the dedicated article to learn how to unlink related cards.