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.