---
title: "Creating Cards in Ontraccr Boards"
url: "https://help.ontraccr.com/en/article/creating-cards-in-ontraccr-boards"
language: "en"
last_updated: "2025-05-27T11:27:37.340Z"
---

# 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.

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## **🎯 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

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## **🧩 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.

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## **🔄 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.

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## **📝 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.

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## **🧠 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