Lumi Cards 

Lumi Cards are live, agile spaces that can be customised to your workflow. You can use Cards to collaborate on a variety of content with your team, as well as storing information, contact details, documents, pictures, video and audio files, web and social media links, time-coded logs, rundowns and much more.


If you're used to working in traditional files and folders with documents, Lumi Cards will replace all of those and give your team a new way to work. 




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

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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.


Create a Card Category:

Step 1: Go to settingsand then card categories

Step 2: Here you can add (by pressing +) then choose what type of card it is (card, location or person), name it, choose a colour and link fields. Hit "Add and Close" when you are finished.

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Edit an existing Card Category:

Step 1: Go to settingsand then card categories

Step 2: Choose a category from the dropdown menu. Rename it by typing directly into the underlined title. Press "Save" in the bottom right corner when you are finished, or alternatively hit "Delete" to delete the category.

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Adding an Individual Card Category to the Dashboard


If you're a Project or Account Admin, you can add a card category link to your Project Dashboard.


Step 1: Press the cog icon in the top right corner of your window and the plus button to add a new item.


Step 2: You will get this pop up, asking "What would you like to add?" Scroll through and choose from the options listed and select "Individual Card Category".




Selecting "Individual Card Category" will prompt you to select a card category from your project. On the dashboard, you can click on the link and it will take you to a list of the cards in this category. To set up card categories, go here


Step 3: After making your selection, the pop up window will give you the option to "Show Header" or just add to Dashboard. You can give the header a personalised name e.g. "Category A" that will appear on your team's dashboard, choose a colour for the background and for the text by clicking the circle next to that item and picking a colour.


Step 4: When you are finished, hit "Add".



Adding a List of all Card Categories to the Dashboard

If you're a Project or Account Admin, you can add a card category list to your Project Dashboard.


Step 1: Press the three dots in the top right corner of your window and "Add to Dashboard".


Step 2: You will get this pop up, asking "What would you like to add?" Scroll through and choose from the options listed and select "Card Category Link".




Selecting "Card Categories" will show on the dashboard all of your categories, how many cards are in them, and you can click a category and it will take you to a list of the cards in that category. You can choose whether to have a list of pie chart.


Step 3: After making your selection, the pop up window will give you the option to "Show Header" or just add to Dashboard. You can give the header a personalised name e.g. "All Categories" that will appear on your team's dashboard, choose a colour for the background and for the text by clicking the circle next to that item and picking a colour.


Step 4: When you are finished, hit "Add".