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Add “Create” buttons to Widget Cards

Bring critical functionality and features to Boards for easy access by adding Widget Cards with “Create” buttons.

Each button can be configured so that only certain templates are available and/or so that every item created via that button is automatically nested under a particular parent.

Create_button_widget_Card.jpg

Who can add or work with Widget Cards?

  • The Board's Owners

  • Anyone with the "Global Board Administrator" permission

 

How do I add a Widget Card to a Board?

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

  • Click 2018-05-02_1314.png in the top right corner of the Board.

  • In the resulting drop-down menu, click 2018-05-02_1315.png.

Add_Widget_Card.jpg

 

In the resulting window:

  • Enter the Card’s title in the “Card Name” field.

  • Enter the number of rows and columns in the corresponding fields. NOTE: The maximum value of both those fields is “5.”

  • Click 2018-05-02_1321.png in the top right corner of the “Widgets” section.

  • In the resulting window:

Create_a_Widget_Card.jpg

    • Enter the widget’s name in the “Title” field. This is the name that will be displayed over the corresponding goal gauge.

    • Select “Create Button” from the “Type” drop-down menu.

    • Optionally:

      • Enter a description in the “Description” field. People will be able to see this text when they hover over this “Create” button.

      • If you want all items created via this button to be automatically nested under a particular parent, enter that parent into the “Parent” field.

        Since no items can be nested under Tasks, you can not add a Task to this field.

        NOTE: If a “Create” button has a default parent set, users who do not have permission to add items to that parent will be unable to see that button on the Card.

      • By default, all templates are available from a Widget Card’s “Create” button. If, however, you want to limit the button so that only certain templates are available, add those templates to the “Available Templates” field.

        NOTE: If a user does not have permission to create any of the available templates, they will not see this “Create” button on the Card.

    • Click 2018-10-04_1240.png to finalize this “Create” button.

    • Repeat these steps as many times as necessary to build as many “Create” buttons as you want to include on this Card.

  • Click 2018-10-04_1240.png and the Widget Card will be added to your Board.

 

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