Creating and Managing Card Designs in Ontraccr

🧩 Creating and Managing Card Designs in Ontraccr

Overview

Card Designs define the layout and structure of a board card — including its fields, sections, and data capture. Each board must use a specific card design. These designs are customizable, reusable, and support features like numbering, logic, and permissions.

🎯 Why Use Custom Card Designs?

Use card designs when you need to:

Structure cards for specific workflows (e.g., estimating, recruiting, service, equipment)
Capture consistent data across cards
Control field layout, required inputs, and user permissions
Reuse the same layout across multiple boards

🧩 How to Create or Edit a Card Design

Go to Settings > Boards
Click Add or select an existing one to edit
Enter a Card Title, Card Number Anchor, and select whether to use Card Number as Card Title
Add fields and sections as needed (see below)

✅ Once created, this card design becomes available during board setup.

🧱 What You Can Include in a Card Design

Text fields (short or long)
Dropdowns (single or multi-select)
Dates, numbers, checkboxes
Linked fields (e.g., connect to a project, user, equipment, or client)
Section headers to group related fields
Conditional logic (show/hide based on other field values)
Field and section permissions (view/edit control by role/division)

📄 Assigning a Card Design to a Board

When creating a new board:

Select a Card Type (this is the card design)
The board will now use this layout for all cards
You cannot change the card type after board creation — you can, however, change the design of the current card type attributed to your board.

✅ Example Use Case

You create a card design called “Job Candidate”
It includes:
- Name, Email, Role Applied For
- Scorecard section
- Linked Project field
This design is used across HR boards for onboarding and hiring

🧠 Tips & Edge Cases

Designs are reusable across multiple boards with the same workflow
If you need different fields for different stages, consider using conditional logic
Use linked fields for automations, analytics, and workflows
Once a board is using a design, it can’t be swapped to use another card type — choose carefully during setup