First you will need to create your 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.