Creating a card
Because cards are the fundamental unit of work in projects, Mingle provides several ways to create a new card.
Create cards with Quick Add
Quick Add allows you to create a new card from any project page. The Quick Add button can be found on the bottom left of your browser window in the task tray.
The Quick Add button makes it easy to create cards with default values preset for the selected card type.
Using 'Add With Detail'
On the Quick Add popup 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 where you can make additional changes to the card (e.g. adding a description) before saving it to complete the card creation.
Create cards with the Quick Add Card
The Quick Add Card appears on all grid views and can be found on the bottom left of your browser window in the task tray. The Quick Add allows you to quickly create a new card that will appear on the current grid view. To create a new card using the Quick Add Card simply drag and drop the Quick Add Card onto the grid view. Once dropped the Quick Add Card gives you pop-up to enter the card title. Property values are preset to allow the card to appear on the grid view once the card is saved.
How property values are set using the Quick Add Card
The Quick Add Card makes it easy to create cards that will appear on the current grid view by pre-setting the new card's properties to values that match the current grid view filters and grid cell.
The following rules are used to determine the preset values for the new Card:
- Grid view cell - Mingle will set the property values such that they match the property value of the corresponding cell on the grid view.
- Filters - Mingle will set property values such that they match the corresponding view filter. In cases where the property value is ambiguous (e.g. the filter specifies a "greater than" range instead of a strict "equals" comparison), Mingle will choose a property value that satisfies the filter.
- Card Defaults - Mingle wills set property values to match the default values configured for the designated card type.
When deciding which value to use for a card property the value determined by the grid view cell overrides the value determined by a filter and the value determined by a filter will override a default property value.
Using the Quick Add Card with the Advanced (MQL) filter
While the Quick Add Card's behavior is consistent under most filter scenarios there are two exceptions when using the Advanced (MQL) filter that should be noted:
- Card property values that are specified in the Advanced filter will be displayed as (not set).
- When using the 'FROM TREE' MQL statement, filter properties are ignored and the only properties displayed are the default properties for the selected card type.
Add child cards from tree view
You can create child cards on 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 new Card 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 new Card link that appears.
After you click the + Add new Card 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.
Add child cards from parent card
You can create child cards from a parent card.
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Open a card that is in a tree and can have children cards associated with it. The tree properties for the parent card will be listed on the card.
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Click on the + link that appears.
After you click the + Add new Card 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.