How to create and manage structured records

Steps

1. 01

   Create a card type

   Open Settings › Types, click Create type, enter a name such as Feature and click Create. The type designer opens.

   In the user guide
2. 02

   Add its properties

   In the properties card, click +, pick a kind such as Select, Date or Reference, then name it and save. Add tags with + in the Tags section for properties that only apply to some cards.

   In the user guide
3. 03

   Add a relation to another type

   Click + in the type's Relations section, name both sides under A and B, pick 1:1, 1:N or N:N, and click Create. For example, a release Includes features.

   In the user guide
4. 04

   Create a space for the cards

   In Cards, click Spaces, then Create space. Enter a Name, choose the Types it holds and its Members, and click Create.

   In the user guide
5. 05

   Create cards and fill in their properties

   Open the type under the space, click New card, enter a Title and click Create. On the card page, click a property's value to set it. AI Workers can also find, create and update cards.

   In the user guide
6. 06

   Link related cards

   Open a card, scroll to the relation's section, click + and pick the card to link. The link shows on both cards.

   In the user guide
7. 07

   Choose a view and filter

   Use the view switcher for Table, List, Feed, Traceability Matrix or Grid, and click Filter to narrow by space, type or any property. In the matrix, add a relation in Configure columns to see links across cards.

   In the user guide