Understanding Card Categories

Lumi Cards can be categorised as an easy way to group and separate your Cards. 

Each Card Category can have its own colour, templates and custom fields, etc.

Here are some examples of Card categories: 

  • If you have LOCATIONS as a Card category, Bondi Beach is 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 PROJECTS as a Card category, Summer Campaign 2020 would be 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


Choosing your Card Categories

As a Project Admin, you'll need to decide what categories your Project needs, don't worry - you can change them at any time! Think about the key aspects that drive your Project. Most teams have about 3 - 5 key categories. 

  • Are your team working on Briefs
  • Do you manage Talent or 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? 

Creating Card Categories 

Lumi provides some default Card Categories in every new project. 

You can use, delete, or repurpose these defaults.

For information on setting up your Card Categories please click here.

For information on adding your Card Categories to the Dashboard please click here.