Estimated reading time: 2 minutes
Cards can represent different things in different processes. In a task management pipe, each card represents a task. In a sales pipeline, each card is a new sales opportunity and so on.
What is a card?
In this article, we will explain how to create a card step by step. In case you prefer to watch our tutorial, just click on the video below:
To create a new card in a pipe, first you need to click on the "+" button (either in the lower right corner of the pipe or next to the first phase's name) to open the start form:
After you do that, fill in the form's fields and hit the button at the bottom to create a new card.
Cards can also be created using other advanced settings/tools:
Each of these methods has its specificities but, no matter the way, creating new cards will always demand filling in the fields of the pipe's start form, whether that's done directly in the pipe, using a public version of the form or by matching the columns in a spreadsheet to the fields in the form.
Note: As a default, new cards are created in the first phase of the pipe but you can edit the other phase's settings to enable users to create cards in other phases as well (the "+" icon will be displayed next to the names of the other phases you enable card creation in).