Add, Copy, or Delete a Card

Who can add, copy, and delete a Card?

  • The Board's Owner(s)
  • The Board's Editor(s)
  • Any User with a System Role that grants them the Global Board Administrator advanced permission

Add a Card to a Board

Navigate to the Board with which you want to work, then:

  • Click the + Add button in the top-right corner of the Board.
  • In the resulting + Add drop-down menu, select the type of Card you want to add.
  • Fill out the pertinent information in the Card window. This will vary depending on which type of Card you selected.
  • Click the + Add button to add the Card to your Board, or select Cancel to exit out of the Card window. 

Two Line OfieNOTE: Boards have a maximum Card limit of 16. Once a Board has 16 Cards, Users cannot add or copy additional Cards to that Board. 

Copy a Card to a Board

If you have a Card that you want to copy, you can do so with the click of a button! You can make a copy of a Card on the Board on which it’s located, on another Board, or, if it's a List Card, copy it into an Item List—you can even subscribe to that List!


Two Line OfiePRO TIP: To copy a Card to a different Board, you must have permission to edit Cards on the Board on which the original Card is located and on the target Board you want to copy the Card to.

Which Cards can I copy?

You can copy any Item List, People List, Chart, Free Style, Report, X-Matrix, or Widget Cards.

NOTE: You can not copy a Nested Board List Card.

Two Line OfieWhen you copy a Chart Card, a new copy of the Chart itself is created as well.

How do I copy a Card?

Navigate to the Board containing the Card(s) you want to copy, then:

  • Click the ellipses icon in the top right corner of the Card.
  • In the resulting drop-down menu, hover over Copy Card.
  • In the resulting drop-down menu, pick how you want to copy the Card:
    • Copy to this Board - Click this option and a copy of the Card will be added to the top left position of the Board you’re currently viewing.
    • Copy to another Board - Hover over this option, then select the Board to which you want to add a copy. The Card will be added to the top-left position of that Board.

      NOTE: You must have permission to edit the target Board.
    • Copy to a List - Click this option and a custom list of the same name as the Card will be created in either the Lists section (if this is an Item List Card) or in the People section (if this is a People List Card) using this Card’s filters. NOTE: This option is only available for Item and People List Cards.
    • Copy to a List and Subscribe - A custom list will be created in the Items section using this Card’s filters, and you will be subscribed to the list. NOTE: This option is only available for Item List Cards.

Two Line OfieNOTE: Boards have a maximum Card limit of 16. Once a Board has 16 Cards, Users cannot add or copy additional Cards to that Board. 

Delete a Card from a Board

Navigate to the Board that holds the Card(s) you want to delete, then:

  • Select the ellipses icon in the top right corner of the Card.
  • In the resulting drop-down menu, select x Remove.
  • In the resulting window, select Delete.

Three Line Floatie OfieCAUTION: This action cannot be undone.