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.

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 (PDP):

1. On the PDP, locate the Cards section and click +Add Card. 

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: You can create statuses on the Boards feature section. For more on how to do it, see Navigating Boards view.

   5. Set a Due Date for the task by selecting a date from the calendar. You'll get a notification through email.                

      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 .

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. 

3. In the search property field, enter the property name, and from the dropdown suggestions, select the one you need. 

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. 

Want to learn more?

• See Navigating Boards view in Convex