TABLE OF CONTENTS

• What are Cards?
• Understanding Card Categories
• Create a Card
• Card Image
• Edit a Card
• Add, Edit & Template Tabs
• Documents, Images & Media
• Fields
• Search for / Access Cards
• Template a Card
• Create a Card using a Template
• Relate / Link Cards  
• What can I do with my Cards? 

What are Cards?

Lumi Cards are live, agile spaces that can be customised to your workflow. You can configure your Cards to track anything you want: Clients, Talent, Applicants, Crew, Locations, Shoots, Episodes, Ideas, To-Do’s etc. You can store all information related to that entity on a Card: contact details, documents, pictures, video and audio files, communication, web and social media links, time-coded logs, etc.

You can use Cards to collaborate on a variety of content with your team. When you update a Card it updates in real time for your collaborators. 

Assemble your Cards into lists, schedules and boards, and customise your view. When you update a Card it updates everywhere that Card is being used, so there is no duplication of effort, and nothing is lost. 

If you are used to working in traditional files and folders with documents and spreadsheets, Lumi Cards will replace all of those and give your Team a new way to work.

Cards are perfect for reoccurring or daily content, such as Episodes: 

Scenes and stories:

Sponsorship & Commercial Briefs: 

Or people such as Clients, Applicants, Talent & Crew:

Understanding Card Categories 

A Card can be used for many different things. For example, Clients, Talent, Applicants, Crew, Locations, Shoots, Episodes, ideas, to-do’s, and more.

A Card Category is a way to group and separate your Cards. Each Category can have its own colour, templates and custom fields.

Here are some examples of how Card Categories can be used: 

• If you have LOCATIONS as a Card Category, Bondi Beach would be a Card within that Category
• If you have TO DOS as a Card Category, Organise Christmas Party would be a Card within that Category
• If you have CLIENTS as a Card Category, Coca Cola could be a Card within that Category
• If you have ACTORS as a Card Category, Nicole Kidman would be a Card within that Category
• If you have EVENTS as a Card Category, Fashion Week would be a Card within that Category
• If you have RESEARCH as a Card Category, the Environmental Cost of Paper could be a Card within that Category

To learn how to create a new Card Category or edit existing ones, click here.

Create a Card

To create a Card, press the plus icon  on the sidebar and select  "Card".

Category: Select the Category (ie Location, Talent, Story, Project, Crew, etc) for your new Card. To create a new Card Category or edit existing ones, click here.

Name: Enter a name or title for your Card.

Access: Select who can access the Card (ie only you, everyone in the Project, or members of a specific vault). To learn more about vaults, click here.

Click "Add & Open" or "Add".

Your new Card is created.

You can now add a main Card image, add content, attach any media or other information pertaining to this Card.

Tip: Once you've set the Card up as you want it, you can template it, so you can create other Cards with the same format. For more information on templates click here.

Card Image

You can select a Card image by clicking on the camera icon, and manually setting it. Otherwise, the first image that you attach to the Card will automatically become the main Card image. You can always change it if you want to select a different image. 

Click on the camera icon to add a Card image. 

The "Change Card Image" dialog will open:

From here, you can either add an existing image from your Lumi project, upload an image from your computer, or select an image from Unsplash.

Once you've added a Card image, it is also stored on the Media tab, as indicated by the "1".

The Card image will display everywhere you use the Card. For example, on this Location board.

You can crop, change or remove your Card image by clicking the camera icon again.

Edit a Card 

Card Title

Simply type straight in here to edit your Card title. 

Contact Details & Social Media Links

Contact Details and Social Media fields are default on "People" type Cards (ie Applicants, Talent, Crew, Clients). You can also add Contact Details to any other Category, in the Project Settings. See How Do I Add Fields to a Card for more information.

Click on the person icon  to open Contact Details. From here you can add, edit or delete contact details and social media links.

Note, Lumi addresses are Google Map Integrated.

Default Contact Details

If a Card has multiple phone numbers, emails or addresses, you can nominate which is the default. The default is where Lumi Comms will be sent. The dark blue button indicates the default.

Add, Edit & Template Tabs

Tabs are a great way to store information on a Card in a lightweight and collaborative way while keeping everything in one spot. Tabs are similar to a Word document, in that you can format your text, add tables, and add images and hyperlinks.

Add a New Tab

To add a tab, click the "Add Content"  button.

Tip: You can create Cards with default tabs by setting up a Card Template. For more information on Card Templates and how to use them, click here.

Name: Enter your tab name.

Template: If your Project has tab templates set up, the template drop-down menu will display. Select the desired template, or leave this blank.

Read Only Mode: Tabs are editable by default. You can switch to Read Only Mode (blue) if you don't want the tab to be edited. 

Exportable: Tabs are exportable by default (blue). Toggle to "off" (grey) if you don't want the tab contents to be included in a Card export.

Click "Add" to create your new tab.

To add additional tabs, press the plus icon  next to the last tab.

You can create multiple tabs easily by clicking the three dots on the active tab, then selecting "Manage Tabs".

From here you can add, rename, delete, hide and reorder tabs.

Edit a Tab

To edit a tab simply click in it and start typing! Tabs will automatically save as you work, and the changes will update for any collaborators in real time.

Tip: You can work in your tabs in fullscreen mode by clicking this button in the tabs toolbar. Click  to exit fullscreen.

Template Tabs

You can set up a tab exactly how you want and then save it as a template. 

Tab templates are not Category specific, so you can use them to create a consistent look for a particular tab on a variety of different types of Cards. For example, you might have made a great tab for recording wardrobe measurements, or an amazing table for booking flights. You can save these and use them over and over again.

See How Do I Template a Tab? for more detail.

Clone Tabs

You can copy a tab to all existing Cards of a particular Category. For example, perhaps you have created a new tab for your Talent Category, and you want it to appear on all your Talent Cards. You can easily add the tab to new Talent Cards by either using a Card Template or a Tab Template. However, for existing Talent Cards you will need to use "Clone to Category".

You can clone a tab to the same Category or to a different Category.

Note, Clone to Category is a "one off" action. It will not add the cloned tab to new Cards you create for that Category.

Set up the tab how you want it, then click the three dots on the tab and select "Clone to Category"

Select the Category you want to clone the tab to, then click "Add to Category".

All existing Cards of that Category are updated with the tab.

Documents, Images & Media 

To add documents/media to a Card press the attach button in the top-right corner. From here you can either attach existing media from your Project, or upload a new file from your computer.

You can choose documents, spreadsheets, presentations, images, and videos. 

You can find your attached media on the Card Media tab. 

Tip: All images and documents can live on multiple Cards at the same time. If you update them, they update everywhere! So there is no need to duplicate and re-upload them. You can edit these documents at the same time as another team member and it will update for them in real time. 

Fields

Fields are a handy way to add searchable and filterable context to your Cards. Fields are perfect for when you're pulling all your Cards into a List. You can hide or view fields on your Card by pressing this icon .

Fields are completely customisable and a great way to track and sort a limitless amount of things such as:

• Task Status (To do/ doing / done)
• Responsible (Lisa / Georgia / Bianca / Tom)
• Availability (yes/TBC/not avail) 
• Paperwork status (pending/sent/TBC/complete)
• Ratings (a/b/c or 1star/2star/3star)
• Decisions (yes/no/maybe)
• Pitch Results (lost/won/TBC)
• Dates (DOB, shoot dates, deadlines) 

Fields can be a single choice, multiple-choice, date, date of birth, number, true or false, or a text field.

Note, the Fields available on your Card will depend upon the Category. If you want to add or edit Fields for this Category, see the Fields Help Guide. Any changes to Fields will update to all existing and new Cards for that Category.

Search for / Access Cards

There are a variety of ways to search for and access your Cards. 

Project Library

Everything in your Project lives in the Project Library. 

Click the bookcase icon in the sidebar,  to open the Project Library, then click the Cards tab. This will show all Cards for this Project (except Cards that are in a vault you don't have access to).

From here, you can search by Card name or content, by typing into the Search bar. Lumi searches for every word on every card and document. 

Filter a Search in the Project Library

You can narrow your search by filtering by Category, Field, Vault, User (who created the Card), Time (when the Card was last edited), etc.

Click "Advanced Search" on the top-right to access the filters.

Select your filters from the drop-down menus.

Filter Search by a specific Field Value

You can filter your search by a particular field value, or multiple field values. For example, all female applicants who can sing and dance, who received a casting rating of A or B.

1. Select the Field/s you want to filter by. The relevant values drop-down menu/s will appear. 
2. Select the value/s you want to filter by. Only Cards with this value will show.

In the following example, "Audition release signed" is the Field, and "Yes" and "No" are the Field Values.

Sidebar Search

Click the Search icon  in the sidebar.

This is a quick and useful tool for navigating Lumi. It will display your recently opened Cards, documents, Boards, etc.

You can start typing the Card name or content in the search box.

You can also filter by Card Category by clicking the filter button  and selecting a Category.

Or, you can expand the Card Categories drop-down in the sidebar, and click on a Category to open all Cards for that Category in the Library view.

Project Dashboard

There are a number of ways you can access Cards from your Project Dashboard.

You can add an individual Card to your Project Dashboard by opening a Card, clicking the three dots in the top right, and selecting "Add to Dashboard". This is handy for Cards you will be using frequently.

You can save Card Categories to your Dashboard. 

Then, by clicking on the Card Category on the Dashboard, Lumi will open the Library view of all Cards of that Category.

For more information on adding items to your Dashboard, click here.

Favourites

You can add your frequently used Cards to your "Favourites". 

Click the star icon on the top-right of the Card to add to Favourites.

Note, you can also favourite Boards, Lists, Kanbans and Rundowns. 

Favourites are accessed in the sidebar by clicking the star icon. You can click into your favourite Cards from here.

Access Cards from Lists, Boards and Kanbans

You can also access a Card from any List, Board or Kanban where it is being used.

Template a Card

Templates allow you to set up a Card exactly how you want it to look, including setting up the tabs, the tab contents, links, images, etc, and save it as a Card Template. This allows you to easily create new Cards with a consistent style, and save yourself lots of time!

Open the Card you want to template.

Click the three dots on the top-right of your Card to open the action menu, and select "Save as Template". 

Give your template a name, or select an existing template to replace it, and click "Save". 

Note: Templates are Category specific. For example, if the Card you created the template from was a "Talent" Card, then you can only use that template when creating Talent Cards. 

You can create multiple templates for any Card Category.

Create a Card using a Template

To create a Card using that template, press the plus icon  on the sidebar menu and select "Card".

Category: Select the Category (ie Location, Talent, Story, Project, Crew, etc) for your new Card. 

Template: If there are templates created for that Category, the Template drop-down menu will appear. Select your desired Template.

Name: Enter a name or title for your Card.

Access: Select who can access the Card (ie only you, everyone in the Project, or members of a specific vault). To learn more about vaults, click here.

Click "Add & Open" or "Add".

Your new Card is created.

Relate / Link Cards  

Relating Cards is a great way to provide links and connectivity between Cards to enable an agile workflow for your project.

Scroll to the bottom right of your Card and press the + button in the Related Cards box. Search for the Cards you want to connect. 

You can quickly and easily travel between related Cards by clicking these links. 

What can I do with my Cards? 

Cards can be pulled into live and customisable Lumi Lists for instant editing and tracking. 

Placing Cards on digital Boards mean that office walls and whiteboards can be accessed from anywhere. 

Fields & Kanbans give you a unique and automated overview of your Cards and workflow.

You can add Cards to 3D Rundowns to allow your team to go paperless and reduce the need for redistributing print outs. 

For Frequently Asked Questions about Cards, click here. 

Please let us know below if this guide was helpful!