---
title: "Selecting a Card Design (Card Type) for Your Ontraccr Board"
url: "https://help.ontraccr.com/en/article/selecting-a-card-design-card-type-for-your-ontraccr-board"
language: "en"
last_updated: "2025-05-27T11:19:43.764Z"
---

# Selecting a Card Design (Card Type) for Your Ontraccr Board

## **🧾 Selecting a Card Design (Card Type) for Your Ontraccr Board**  
 

### **Overview**

Every board in Ontraccr uses a **card type** that defines what information will be tracked in each card (such as project details, candidate info, equipment data, etc.). Choosing the right card design is a critical step when setting up a board — it determines the structure of your data.

* * *

## 🎯 **When to Use This**

Choose a card type when:

-   You’re **creating a new board** (from scratch or from a template)
-   You want to ensure the board captures the **right fields for your workflow**
-   You’re setting up **specialized boards** (e.g., for HR, estimating, project tracking)

* * *

## 🧩 **How to Select a Card Type (Card Design)**

> You must choose a card type when creating a board — this step is mandatory.

1.  **Click the ➕ Plus Icon** to create a new board.
2.  In the board creation slider, locate the **“Card Type”** dropdown.
3.  Select a relevant design from the list (e.g.):
    -   **Project Tracker Card** – for tracking projects
    -   **Job Candidate Card** – for hiring or HR workflows
    -   **Project Bid Card** – for estimating and proposals
    -   **General Task Card** – for everyday task tracking
4.  Complete the rest of the slider and hit **Submit**.

✅ Your board is now linked to that card design.

* * *

## 🧪 **What Happens Next?**

Once the card type is set:

-   Every new card created on that board will use the selected design.
-   Fields shown inside the cards (and on the board) come from that card type.
-   You **can’t change the card type** for an existing board later — you’d need to create a new board with a different card design.

* * *

## ✅ **Example Use Cases**

-   **HR Board:** Select the **Job Candidate** card type.
    -   Includes fields like resume, scorecard, offer letter, etc.
-   **Project Tracker Board:** Use the **Project Tracker** card type.
    -   Includes project address, value, start/end dates, etc.
-   **Equipment Management:** Use a card design that tracks equipment ID, inspection status, repair notes, etc.

* * *

## 🧠 **Tips & Edge Cases**

-   Can’t find a card design that fits? You may need to **create a custom card type** in the system settings first (covered in a future article).
-   Card design also impacts what shows in **List View** and **Timeline View** — choose fields that reflect your workflow stages.
-   Choosing the wrong card type can limit your reporting or tracking later. If unsure, consult your Ontraccr admin or try building with a template first.