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Maintaining card types

Navigate to the Card types page

Card types page - new card type

Editing and deleting card types

The card type page looks and works similarly to the card property page. Use the edit and delete links to edit existing card types.

You can only delete a card type if it is not used by any card in your project.

Add or remove properties

You can add or remove properties from a card type, click the Edit link and add or remove properties using the checkboxes next to the property names

If you remove properties from a card type, then any data that was held in those properties is lost.

Maintain card defaults

Click on the Edit defaults link to specify default property values for the card type.

Reorder card display properties

You can change the order in which card properties are displayed in the card view.

Card type - order properties links

Click on the Drag links next to the properties you want to re-order and drag them into the correct order.

Card type - drag property

Creating a new card type

  1. Click the Create new card type link.

    Mingle displays the New card type page.

    Create card type page
    • Enter a name for the new card type
    • Choose a reporting color for the new card type. This color will be used to differentiate cards in the grid and tree views
  2. Select which card properties should apply to the new card type

  3. Click on the Create type link to save your work.