Card Category Help Guide

Modified on Thu, 22 Aug at 5:31 PM

CONTENTS

What are Cards?
Understanding Card Categories
Lumi default Categories
Decide what Categories you need
Create a Category
Edit a Category
Create a Card with your new Category
Delete a Category
Add a Category shortcut to the Dashboard
Add a Categories Chart to the Dashboard

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

Lumi default Categories

Lumi provides some default Card Categories in every new Project. You can use, edit, delete, or repurpose these defaults.

The default Categories are:

Applicant (this Category is only available if Casting is switched on for your organisation and project. See the Casting Help Guide for more information).
Clients & Sponsors
Crew
Days
Episodes
Events
General
Location
Projects
Shoots & Stories
Talent

The following screenshot shows the default Categories. You can see what style the Category is (ie Person, Generic Card or Location). You can also see what fields they come with by default.

There are four styles of Lumi Categories:

Applicant - Only available when Casting is switched on for your organisation and project. The Applicant Category comes with the fields: phone, email, address, social media, DOB and Producer.
Person - Used for Categories such as Cast, Crew, Talent, Actors, Social Media Influencers etc. Person style comes with the fields: phone, email, address and social media.
Location - Only has the address field.
Card (Generic) - Don't have any default fields. You can add your own fields, relevant to how you will use the Category. Generic Categories are typically used for things like Events, Research, To Dos, Briefs, Stories or Scenes.

You can add and remove fields on a Category to suit the needs of your Team.

Decide what Categories you need

You can decide what categories your Project needs, by thinking about the key aspects that drive your Project. Don't worry - you can change them at any time! Most teams have about 3 - 5 key categories.

Are your team working on Briefs?
Do you manage Talent or are you looking for Cast?
Are you putting together a documentary filled with Scenes or Stories or Research?
Are you collating Ideas?
Are you working on multiple Episodes or Shows?
Are you working on development Projects?
Do you manage Events?
Are you managing Crew?
Are you working on a Project that shoots on multiple Days?
Do you manage Sponsorship or Clients?
Are you an executive that wants an overview of all your Jobs or Productions?

Create a Category

If you want to create a new Card Category, you can do so in Project Settings.

1. Click your avatar on the bottom-left to see the User menu.

2. Select "Project Settings".

3. Click the "Categories" tab.

4. Click the "+" button on the top right. The Add New Card Category dialog will open.

5. Enter your Card Category details:

Style: Choose between Generic, Location, Person or Applicant style.

Generic has no pre-set fields.
Location only has the address field.
Person has phone, email, address and social media fields.
Applicant has phone, email, address, social media, DOB and Producer fields.

Fields can be added or removed from your Categories once you have created it.

Name: Type your Category name (ie Sponsorship, Clients, Events, To Dos).

Colour: Select a colour to represent your Category.

6. Then click "Add" or "Add & Close".

Your new Category will be created.

Edit a Category

You can edit a Card Category's name, colour, and which fields it contains in Project Settings.

1. To open Project Settings, click your avatar on the bottom-left to see the User menu.

2. Select "Project Settings".

3. Click the "Categories" tab.

Edit Category Name: Double click on the current Category Name, type the new name, and click outside of the cell to save.

Edit Category Colour: Double click on the colour circle for that Category and select a new colour. It will save automatically.

Edit Category Fields: Double click in the fields cell to open the "Edit Fields in Card Category window". Here, you will see the fields that are already attached to the Category in the top window, and any fields that are not attached to this Category in the bottom window.

Add Field: Click on a field in the bottom window to add it to the Category. If you want to create a new field to add to the Category see the Fields Help Guide.

Remove Field: Click on the bin icon next to a field to remove it from the Category.

Reorder Fields: You can reorder the fields by dragging the move icon. This determines the order the fields will display on a Card.

Priority Fields: You can select/deselect priority fields by clicking the star iconnext to the field. This determines which fields display as a column on the Inbox.

Note, changes are applied to all new and existing Cards of this Category.

Create a Card with your new Category

Click the create buttonin the sidebar and select "Card".

Select your new Category from the dropdown menu.

Enter your Card name.

Click "Add & Open".

Delete a Category

You can delete a Category in Project Settings. You won't lose the Cards, but will be asked to nominate another Category to move them to.

1. Go to Project Settings and select the Card Category tab.

2. Click the three dots next to the Category you want to delete. Click "Delete".

The Delete Card Category window will open.

3. Select the Category you want the Cards moved to.

Note, you will see an alert about which fields are not on the destination Category, and therefore you will the lose data. If you don't want to lose this data, you can add the fields to the destination Category before deleting the Category. See "Edit a Card Category" above for details.

4. Click "Delete" to delete the Category.

Add a Category shortcut to the Dashboard

Category shortcuts can be added to the Dashboard for easy access. Category shortcuts will display on the Dashboard with the Category name, colour, icon and a count of the number of Cards.

Clicking on a Category shortcut will show all the Cards in that Category.

Steps to add a Category to the Dashboard

Note, only Project Admin users and Account Admin users can edit the Dashboard.

1. Go to the Dashboard and click the purple downward arrow to expand the toolbar.

2. Click "Settings".

This activates edit mode on the Dashboard.

3. Click the "Add" button in the toolbar, or click directly on a blank space on the Dashboard.

The "Add to Dashboard" menu will open.

4. Scroll down and select "Individual Card Category".

The "Add to Dashboard" dialog will open.

5. Select the Category you want to add to the Dashboard.

6. Optional: You can edit the Font Size and Icon Size as desired.

7. Click "Create".

The Category shortcut will be added to the Dashboard in an available spot.

8. You can resize it and move it where you want.

9. Click "Settings" in the toolbar to turn off edit mode.

10. Click on your new shortcut and it will display all the Cards in that Category.

Add a Categories Chart to the Dashboard

A Categories chart can be added to the Dashboard. This will allow you to see at a glance all the Categories in your Project and how many Cards are in each Category. You can click on a Category directly on the chart, which will show a list of all the Cards in that Category.

You can select from a bar chart or pie chart.

Bar Chart:

Pie Chart:

Steps to add a Category Chart to the Dashboard

Note, only Project Admin users and Account Admin users can edit the Dashboard.

1. Go to the Dashboard and click the purple downward arrow to expand the toolbar.

2. Click "Settings".

This activates edit mode on the Dashboard.

3. Click the "Add" button in the toolbar, or click directly on a blank space on the Dashboard.

The "Add to Dashboard" menu will open.

4. Select "All Card Categories".

5. Select the Chart Type (bar or pie).

6. Optional: You may want to add a header to your chart. If so, select "Show header". Enter your Header text, select your text colour and background colour.

7. Click "Create".The chart will be added to the Dashboard in an available spot.

8. You can resize it and move it where you want.

9. Click "Settings" in the toolbar to turn off edit mode.

Please let us know below if you found this guide helpful.