Understanding Card Categories

A Card can be used for many different things. For example, Clients, Talent, Applicants, Crew, Locations, Shoots, Episodes, ideas, to-do’s, and more.


A Card Category is a way to group and separate your Cards. Each Category can have its own colour, templates and custom fields.

Here are some examples of how Card Categories can be used: 

  • If you have LOCATIONS as a Card Category, Bondi Beach would be a Card within that Category
  • If you have TO DOS as a Card Category, Organise Christmas Party would be a Card within that Category
  • If you have CLIENTS as a Card Category, Coca Cola could be a Card within that Category
  • If you have ACTORS as a Card Category, Nicole Kidman would be a Card within that Category
  • If you have EVENTS as a Card Category, Fashion Week would be a Card within that Category
  • If you have RESEARCH as a Card Category, the Environmental Cost of Paper could be a Card within that Category


Lumi default Categories

Lumi provides some default Card Categories in every new Project. You can use, edit, delete, or repurpose these defaults. 

The default Categories are:

  • Applicant (this Category is only available if Casting is switched on for your organisation and project. See the Casting Help Guide for more information).
  • Clients & Sponsors
  • Crew
  • Days 
  • Episodes
  • Events
  • General
  • Locations
  • Projects
  • Shoots & Stories
  • Talent


The following screenshot shows the default Categories. You can see what style the Category is (ie Person, Generic Card or Location). You can also see what fields they come with by default.

There are four styles of Lumi Categories:

  1. Applicant - Only available when Casting is switched on for your organisation and project. The Applicant Category comes with the fields: phone, email, address, social media, DOB and Producer.
  2. Person - Used for Categories such as Cast, Crew, Talent, Actors, Social Media Influencers etc. Person style comes with the fields: phone, email, address and social media.
  3. Location - Only has the address field.
  4. Card (Generic) - Don't have any default fields. You can add your own fields, relevant to how you will use the Category. Generic Categories are typically used for things like Events, Research, To Dos, Briefs, Stories or Scenes.

You can add and remove fields on a Category to suit the needs of your Team.


Decide what Categories you need

You can decide what categories your Project needs, by thinking about the key aspects that drive your Project. Don't worry - you can change them at any time! Most teams have about 3 - 5 key categories. 

  • Are your team working on Briefs
  • Do you manage Talent or are you looking for Cast
  • Are you putting together a documentary filled with Scenes or Stories or Research? 
  • Are you collating Ideas? 
  • Are you working on multiple Episodes or Shows?  
  • Are you working on development Projects? 
  • Do you manage Events
  • Are you managing Crew?  
  • Are you working on a Project that shoots on multiple Days
  • Do you manage Sponsorship or Clients
  • Are you an executive that wants an overview of all your Jobs or Productions? 


For information on setting up your Card Categories please see "How do I create a new card category?". 


Or see the full "Card Categories Help Guide".


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