Cards

How do I 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 ...
Fri, 9 Dec, 2022 at 5:11 PM
How do I create a Card using a template?
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". ...
Fri, 9 Dec, 2022 at 5:09 PM
How do I replace / edit a Card or Tab template?
Create a new Card or Tab using the template that you would like to edit.  Update the new Card or Tab as desired, then click the three dotsand select "...
Mon, 9 Jan, 2023 at 4:15 PM
How do I view or delete Card and Tab templates?
CONTENTS View all Card and Tab Templates Delete a Card or Tab Template View all Card and Tab Templates You can view a record of all Card and Tab templ...
Fri, 27 Jan, 2023 at 3:26 PM
How do I link or relate Cards together?
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 o...
Fri, 9 Dec, 2022 at 5:01 PM
How do I print / export a Card?
CONTENTS Export/Print a single Card Export/Print multiple Cards Export Cards from a List, Board or Kanban To print a Card, you must first export it. ...
Fri, 27 Jan, 2023 at 3:45 PM
How can my team edit collaboratively?
Real-time collaborative editing means there is no need for your team to send documents back and forth.  Lumi combines the functionality of a Google Doc ...
Fri, 27 Jan, 2023 at 1:48 PM
How do I find or search for my Cards?
There are a variety of ways to search for and access your Cards: Project Library Sidebar Search Project Dashboard Favourites Saved Searches Access Ca...
Fri, 16 Dec, 2022 at 4:22 PM
How do I add a Card to my Project Dashboard?
You can add individual Cards to your Project Dashboard. This is handy for Cards you will be using frequently. It also helps the Dashboard to tell your Proje...
Tue, 6 Dec, 2022 at 3:59 PM
How do I copy a Card to another Project?
A handy feature is the ability to copy a Card and its content from one Project to another. This is useful if you  the same Talent, Crew, Locations and/or Cl...
Fri, 3 Feb, 2023 at 3:50 PM