If you want to create a new Card Category, you can do so in Project Settings.


1. Click your avatar on the bottom-left to see the User menu.

2. Select "Project Settings".

3. Click the "Categories" tab.

4. Click the "+" button on the top right.  The Add New Card Category dialog will open.

5. Enter your Card Category details:

Style: Choose between Generic, Location, Person or Applicant style. 

  • Generic has no pre-set fields.
  • Location only has the address field.
  • Person has phone, email, address and social media fields.
  • Applicant has phone, email, address, social media, DOB and Producer fields. 

Fields can be added or removed from your Categories once you have created it.

Name: Type your Category name (ie Sponsorship, Clients, Events, To Dos).

Colour: Select a colour to represent your Category.

6. Then click "Add" or "Add & Close".

Your new Category will be created. 


See related guides: 

How do I edit a Card Category's name, colour or fields? (FAQ)

Card Category Help Guide (full guide)


Please let us know below if you found this guide helpful.