---
title: "Workflow: Create a Card When a Project Is Created in Ontraccr"
url: "https://help.ontraccr.com/en/article/workflow-create-a-card-when-a-project-is-created-in-ontraccr"
language: "en"
last_updated: "2025-05-27T10:20:12.795Z"
---

# Workflow: Create a Card When a Project Is Created in Ontraccr

## **🏗️ Workflow: Create a Card When a Project Is Created in Ontraccr**  
 

### **Overview**

This automation creates a board card **automatically when a new project is created** in Ontraccr. It’s a key workflow for tracking job progress, triggering estimating or setup tasks, or connecting your boards directly to project creation events.

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## **🎯 When to Use This Workflow**

Use this when:

-   You want every new project to generate a **card on a board** automatically
-   You need to connect boards with the **project lifecycle**
-   You want to avoid manually recreating info across the system
-   You track **project health, documents, or setup tasks** through a board

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## **🧩 How to Set It Up**

1.  Open the relevant board
2.  Go to **Settings > Workflows**
3.  Click the ➕ **Add button**
4.  Configure the workflow as follows:

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### 🔧 Setup Fields

| Field | Description |
| --- | --- |
| **Name** | Name your workflow (e.g., “Auto-create card for new projects”) |
| **Type** | Choose: **Create a card when a project is created** |
| **Trigger Scope** | Choose whether to apply to **all projects** or only **specific project types** |
| **Initial Status** | Select the board status (column) where the card will appear |
| **Initial Color** | (Optional) Assign a color for quick visual ID |
| **Mapping** | Map project fields to card fields (see below) |

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### 🔁 Field Mapping Options

Map any standard or custom **project field** into card fields:

-   Project Name → Card Title (🟢 *Required*)
-   Client → Linked Client
-   Project Type
-   Estimator
-   Start/End Dates
-   Location, Budget, or Custom Tags

> Only the title mapping is required, but the more you map, the more complete the card will be.

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## **✅ Example Use Case**

-   When a **new project is created** for a contract job, a card is automatically added to the **Project Tracker board**
-   Mapping includes:
    -   Project Name → Card Title
    -   Estimator → Assigned User
    -   Project Value → Custom Card Field
    -   Linked to Client

This gives the PM team immediate visibility and allows automation to take over from there.

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## **🧠 Tips & Edge Cases**

-   You can use this automation for **all project types** or restrict it (e.g., only for “Contract Jobs” or “Service Requests”)
-   Combine with a **timeline view** to auto-visualize project dates
-   If your card has a **date field**, consider mapping the project’s start/end to that
-   Use **task automations** triggered by the new card to begin your project startup checklist