Creating a card
Create cards with Quick Add
Quick add allows you to quickly create a new card in the current project. You can select a card type from card type selection list and enter the card's name in the quick add text field. All card types that exist in the current project will be listed in the 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 the following attributes
- card number
- entered card name
- selected card type
- card default settings of the selected card type
Using 'Quick 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.
Hide and Show Quick Add bar
With the 3.1 release, Mingle provides the ability to hide or show the card quick add bar according to your needs. You can utilize the extra space to view more cards, and show it only when you want to use it to create a new card. The quick add bar will be expanded by default.
Once you decide to hide quick add, it will remain hidden until you click on 'Show quick add' link to show it again.
Views where Quick Add bar is available
The quick add bar is available on:
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Card list view
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Card hierarchy view
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Card grid view
Quick Add on tree view
Quick add is also available from the card tree view.
On the card tree view, rather than using the quick add bar, you can add cards to the top level of the tree or as children of a card in the tree.
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To add cards to the top level of the tree, click the "+ Add Child" link on the tree.
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To add cards as children as a card in the tree, hover over the card you want to add cards under. Click on the "+ Add Child" link that appears.
After you click the "+ Add Child" link, you will be shown the tree quick add box.
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By default, the cards will be created as the next available card type in the tree. To change the card type of the cards which are added, select the card type link at the top of the quick add box.
You will only be able to select card types which can be added under the card you are adding cards to. You can select any card type in the tree when adding cards to the top of the tree.
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By default, you can add five cards to the tree using the quick add box. To add more than five cards, select the "+" link.
After adding the names of the cards you want to add, select, "Save" from the quick add box to add the cards to the tree.
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.
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.