Card Categories

What is a card category?
Understanding Card Categories A Card can be used for many different things. For example, Clients, Talent, Applicants, Crew, Locations, Shoots, Episodes, id...
Mon, 13 Nov, 2023 at 4:15 PM
How do I create a new card category?
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 &...
Wed, 8 Nov, 2023 at 5:04 PM
How do I edit a card category's name, colour or fields?
You can edit a Card Category's name, colour, and which fields it contains in Project Settings. 1. To open Project Settings, click your avatar on the...
Mon, 13 Nov, 2023 at 4:16 PM
How do I change a card category?
Sometimes, you might want to change the Category that a Card belongs to. For example, perhaps you have a "Talent" Category and a "Celebrity&q...
Mon, 13 Nov, 2023 at 4:10 PM
How do I change multiple cards' categories ?
You can change multiple Cards' Categories at once on the Project Library, or wherever bulk actions are available (ie Lists, Rundowns, Boards, Kanbans). ...
Mon, 13 Nov, 2023 at 4:13 PM
How do I delete a card category?
You can delete a Category in Project Settings. You won't lose the Cards, but will be asked to nominate another Category to move them to. 1. Go to Pr...
Wed, 8 Nov, 2023 at 5:08 PM
How do I add a category shortcut to my dashboard?
Category shortcuts can be added to the Dashboard for easy access. Category shortcuts will display on the Dashboard with the Category name, colour, icon and ...
Mon, 13 Nov, 2023 at 4:16 PM
How can I add a categories chart to the dashboard?
A Categories chart can be added to the Dashboard. This will allow you to see at a glance all the Categories in your Project and how many Cards are in each C...
Mon, 13 Nov, 2023 at 4:17 PM