1. Convert an Initiative to a card
If at some point, you decide that your Initiative is not classified as such or it is not big enough to be an Initiative, you can very easily convert it into a card and place it on the Cards Workflow lane. At the same time, you will preserve all linked child cards.
To achieve this -> drag & drop the Initiative to your Cards Workflow lane -> select "Convert the Initiative to a card".
Tip: To make the linked cards visible at the closed card view -> go to the sidebar at the right side of your board interface and click on the Configure Card View icon to open the Card settings panel -> checkmark Show links (one per row).
2. Convert a Card to an Initiative
Drag & drop an existing card from your Cards Workflow lane to the Initiative Workflow.
The system will prompt you to select either Create New parent card or Convert to an Initiative.
- If you select Create New parent card-> the existing card that you have used to create the initiative will be automatically linked to the New initiative as a child card and then it will be positioned back at its previous board location.
- If you select Convert into Initiative -> the card will instantly become an Initiative.