Viewing and Managing Linked Board Cards Under a Project in Ontraccr
🗂️💬 Viewing and Managing Linked Board Cards Under a Project in Ontraccr Overview
Every project in Ontraccr can have Board Cards linked to it — connecting your site activities, procurement tasks, communications, and more directly to the project profile.
The Cards tab inside each project shows a full list of these linked cards for easy navigation and management!
🎯 Why Link Board Cards to Projects?
- Centralize communication tied to the project.
- Quickly jump between project and task views.
- See all active tasks for a project across different boards (Service, Procurement, HR, etc.).
- Shortcut navigation to important workflows without leaving the project.
🛠️ How the Cards Tab Works
📄 What You See
Inside the Cards tab:
- Sections by Board Name (e.g., Project Tracker, Procurement, Service Tracker).
- Under each section:
- List of all cards linked to the project.
- Card Titles
- Board Name association
- Status (e.g., In Progress, Completed)
✅ Everything is neatly organized by board — no clutter!
🛠️ Actions Available
- Click any Card:
- Opens the full Board Card details.
- You can view/edit (based on your permissions) immediately.
- Navigate Back to Project:
- Inside the Board Card, click the Project Link.
- Instantly return to the Project profile view.
✅ Seamless two-way linking between projects and tasks!
🧩 How Board Cards Get Linked to Projects
When creating or editing a board card:
- Fill out the Linked Item field.
- Choose Project and select the correct project.
- Save.
✅ The card now appears under the linked project's Cards tab automatically!
🧠 Tips & Edge Cases
One Card, One Project:
A Board Card can be linked to only one project at a time.
Cross-Board Visibility:
Even if tasks span multiple boards (Procurement, Communication, Service), they all consolidate here by project.
Use Cards Strategically:
Link service calls, purchase orders, site issues, RFI tracking, or communication threads — anything that needs project context!
If No Cards Linked:
The Cards tab will simply show no data until cards are linked manually or automatically via board automations.
✅ Example Scenario
You’re managing a high-rise construction project:
- Service Board tracks maintenance tickets.
- Procurement Board tracks material purchase tasks.
- Communication Board tracks client meeting notes.
All related tasks/cards show up in the Project's Cards tab, giving you one place to review everything happening across different teams!
🚀 Summary
The Cards tab connects your boards and projects seamlessly, ensuring that no matter where a task lives, it’s always tied to the project work it impacts.