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Creating a card

Using Quick Add

Quick Add allows you to quickly create a new card in the current project. You can enter the card's name in the quick add text field and select a card type from card type selection list. All card types that exist in the current project will be listed in this card type selection list. Just hit the 'enter' key or click on the 'Add' button to create a new card.

A newly created card will always obtain following attributes
  • card number
  • entered card name
  • selected card type
  • card default settings of the selected card type

The Quick Add feature is available from any view that displays existing cards.

Views where Quick Add is available

1. Views without a tree

  • List view
  • Grid view

2. Views with a tree

  • List view
  • Hierarchy view
  • Grid view
  • Tree view

3. Views with MQL filter

In 2.2, Mingle disassociated the quick add feature from the card filter on side panel. This means a newly created card via quick add will not inherit any property values from the filter criteria applied on the side panel.

Quick Add on tree view

  • Quick add on the tree view has a different appearance than quick add on other views. Instead of using the quick add action bar at the top of the screen, you can click on the '+' icon on each card in the tree.

    • When a particular tree is selected from the tree selection list, only card types that are used in this tree's configuration will be listed in the quick add card type selection list. Therefore, the card type selection list for quick add on the card list, grid view and hierarchy view for the selected tree will only list the card types that are valid for this tree.

    Using 'Add with detail'

    You can also create a new card using 'Add with detail'. Upon clicking the 'Add with detail' button, you will be taken to the new card's edit page to ensure that this new card has the selected card type and its default setting values. You can also make additional changes to the card and then save it to complete the card creation.

    Using 'Save and Add another'

    On card edit mode, there is a link called 'Save and add another'. Clicking this link will save the current card and directly take you to a new card's edit mode. This feature enables you to create new cards sequentially without exiting card edit mode.

    Using Special Headers

    You can create special headers using the corresponding wiki page. Once created, clicking the special header links will take the user to the new card's edit mode page.

    Special Header

    Using 'Import from Excel'

    You can create cards by importing from Excel. Learn more about Importing cards from Excel.

    When creating a new card via Import from Excel, the 'Number' column is not required as Mingle will automatically assign a unique card number to each imported card. Please note that specifying a card number may update an existing card instead of creating a new card.

    Using REST API

    You can create new cards via the Rest API. Learn more about the Mingle Card API.