---
title: "Create Cards in Convex"
slug: "create-cards-in-convex"
updated: 2026-10-15T00:26:39Z
published: 2026-10-15T00:26:39Z
canonical: "help.servicetitan.com/create-cards-in-convex"
excludeFromSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Cards in Convex

## Overview

Use cards to create tasks on your board, ensuring a structured approach to your outreach. They serve as reminders for follow-up tasks, keeping important activities visible and helping you track progress effectively.

---

### 

****Who uses this feature****

- Managers, regional managers, representatives, and salespeople
- Primarily for Commercial Service and Commercial Construction business types

****Feature configuration****

- Contact [marketing@convexlabs.io](mailto:marketing@convexlabs.io) to set up a demo and get more information about Convex.

## Create a card

You can create cards from two locations:

- Property details panel.
- Boards feature section.

To create a card from the [Property details panel](/construction/docs/deep-dive-into-the-property-details-panel-in-convex) (PDP):

1. On the PDP, locate the *Cards* section and click **+Add Card**. ![add card to board](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-cards-in-convex-image-verhnrgg.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A30%3A38Z&se=2026-10-31T03%3A30%3A38Z&sr=c&sp=r&sig=ITMjG%2F4993VqmV%2Fe2Sh3twWr2PTKQSRWsQQH8lT8CmU%3D)
2. A card is added automatically. Click it to open and edit.
3. The card pop-up opens, where you can:
  1. Hover over the card and click **Locate on Map** to see it on the map.
  2. Add a description.
  3. Click **View in Board** to view it on the *Boards* section.
  4. Select a status from the *Status* dropdown.

> [!NOTE]
> **Note:** You can create statuses on the Boards feature section. For more on how to do it, see [Navigating Boards view](/construction/docs/navigating-boards-view-in-convex).
  5. Set a *Due Date* for the task by selecting a date from the calendar. You'll get a notification through email.

> [!NOTE]
> **Note:** Cards past due date are highlighted in red.
  6. Click **Delete Card** to delete it.
4. When you're finished, save and close the card by clicking ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-close.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A30%3A38Z&se=2026-10-31T03%3A30%3A38Z&sr=c&sp=r&sig=ITMjG%2F4993VqmV%2Fe2Sh3twWr2PTKQSRWsQQH8lT8CmU%3D).![save and close the card](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-cards-in-convex-image-6d045ikv.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A30%3A38Z&se=2026-10-31T03%3A30%3A38Z&sr=c&sp=r&sig=ITMjG%2F4993VqmV%2Fe2Sh3twWr2PTKQSRWsQQH8lT8CmU%3D)

To create a card from the *Boards* feature section:

1. Click **Boards** on the Navigation menu.
2. Your board view opens. Hover over the status you want to add a card and click **Create New Card**. ![Create New Card](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-cards-in-convex-image-pl5oxjz1.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A30%3A38Z&se=2026-10-31T03%3A30%3A38Z&sr=c&sp=r&sig=ITMjG%2F4993VqmV%2Fe2Sh3twWr2PTKQSRWsQQH8lT8CmU%3D)
3. In the *search property* field, enter the property name, and from the dropdown suggestions, select the one you need. ![enter the property name](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-cards-in-convex-image-qc38man5.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A30%3A38Z&se=2026-10-31T03%3A30%3A38Z&sr=c&sp=r&sig=ITMjG%2F4993VqmV%2Fe2Sh3twWr2PTKQSRWsQQH8lT8CmU%3D)
4. The card appears on the board, where you can:
  1. Click it to edit.
  2. Drag and drop it to change its order or move it to another status. ![move it to another status](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-cards-in-convex-image-2g2xbgaj.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A30%3A38Z&se=2026-10-31T03%3A30%3A38Z&sr=c&sp=r&sig=ITMjG%2F4993VqmV%2Fe2Sh3twWr2PTKQSRWsQQH8lT8CmU%3D)

## Want to learn more?

- See [Navigating Boards view in Convex](/construction/docs/navigating-boards-view-in-convex)