---
title: "Create Board Card: Auto-Create Cards with Mapped Fields, Colors, and Assignees"
url: "https://help.ontraccr.com/en/article/create-board-card-auto-create-cards-with-mapped-fields-colors-and-assignees"
language: "en"
last_updated: "2025-05-26T21:57:15.659Z"
---

# Create Board Card: Auto-Create Cards with Mapped Fields, Colors, and Assignees

## 📄 Create Board Card Block: Automatically Create Task Cards from Form Submissions  
 

The **Create Board Card Block** lets you turn any form submission into a fully configured **card on a board** in Ontraccr. Whether you're creating tasks, change requests, approvals, submittals or adding a lead into your CRM, this block connects your form workflows directly to your team’s boards.

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## 📌 What Is the Create Board Card Block?

This workflow block lets you:

-   Auto-create a card on any board
-   Choose the **board, column, and status**
-   Set the **card’s name**, **description**, and **style**
-   Assign users to the card
-   Map data from the form to fields in the card

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## 🛠 How to Set It Up

1.  Go to **Step 3: Workflow**
2.  Drag the **Create Board Card** block into your workflow
3.  Connect it to any previous block (Submit, Approval, Edit, etc.)
4.  Click the block to configure the board card settings:

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## ⚙️ Block Configuration Options

### 1\. **Board & Column**

-   Choose the **board** where the card will appear
-   Pick the **Status** where it should be created

> ✅ Statuses often represent a status/stage like “To Do”, “Pending Review”, “Approved” etc.

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### 2\. **Card Title**

-   You can use a dynamic **field (as the ‘source field’)** from the form (e.g., “Form Number”) as the card’s title. This is a required field for card creation.

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### 3\. **Card Description**

-   Pick from:
    -   Dynamic field values (e.g., a Project Details field)

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### 4\. **Color**

-   Pick a **label color** to apply to the card (helps visually categorize tasks)
-   Color codes can represent priority, form type, or location

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### 5\. **Assign Users to Card**

-   Choose who will be assigned:
    -   Specific users
    -   Form Author

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## 6\. Select Link Field

The **“Select Link Field”** option allows you to:

-   Link the new board card to a profile by referencing a `"choose one or more"` field within your form.
-   The card will then appear in the **Cards** tab of the selected profile (e.g., project, customer, etc.), enabling centralized visibility.

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## 🧠 Use Case Examples

| Form Type | Card Setup |
| --- | --- |
| Safety Violation | Create card on “Safety Review Board” → column: “Needs Review” |
| Change Request | Create card on “Change Orders Board” → auto-assign estimator |
| Subcontractor Submission | Create card with title from “Scope Name” → assign to PM |
| Site Issue Report | Card with description pulled from “Issue Details” + color red for urgency |

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## 🔄 Tips for Success

-   🎨 Use card color coding to visually group card types
-   🔁 Combine with **Update Board Card Block** for ongoing changes to the same card
-   🔒 Use **status-based filtering** in the board to drive your workflows visually
-   📥 Pair with **Form Trigger Block** if this card launches another form