Creating Cards in Ontraccr Boards

➕ Creating Cards in Ontraccr Boards
 

Overview

Cards are the core building blocks of a board — each card represents a project, lead, job, candidate, or any other item you’re tracking. You can create cards manually or automatically using forms and workflows. This article walks you through both.

🎯 When to Create Cards

Cards are used to:

• Represent a job, lead, purchase request, employee, material, or project
• Track progress across statuses on a board
• Store relevant information in a structured form (custom per board)
• Assign ownership and next steps

🧩 How to Create a Card Manually

1. Open the board where you want to add a card.
2. Click the Add Card➕ button at the top of the status columns
3. Fill in the card fields:
   • Title (required)
   • Assigned Users (optional)
   • Status (column where the card will be added)
   • Color (optional for visual grouping)
   • Linked Items (optional — link to a project, user, client, equipment, or material)
4. Click Save and then Submit.

✅ The new card will now appear in the selected status column on your board.

🔄 How to Create Cards Automatically

Cards can also be created through:

• Form submissions (e.g., job applications, service requests)
• Workflows triggered by events (e.g., when a project, client, user, material, or equipment is created)

To enable these:

1. Go to Board Settings > Workflows
2. Add a workflow like:
   • “Create card when a user is created”
   • “Create card when a customer is created”
   • “Create card when equipment is added”
3. Define the card’s default status, color, and field mappings.
4. Save the workflow.

Now, cards will auto-generate whenever the trigger occurs.

📝 Example Use Cases

• A form submission for a new purchase request creates a card in the PO Tracker Board.
• A new project created in Ontraccr triggers a card in the Project Tracker Board.
• A job applicant fills out a form and a card is created in the Recruiting Board.

🧠 Tips & Edge Cases

• You can customize card fields per board using card design templates
• Title is always required, but all other fields are optional (unless customized)
• Use linking to connect a card to relevant records (like equipment or clients)
• Assign users to ensure clear ownership and automated notifications