You can define card hierarchy on the board to define dependency amongst cards:

  • Of Same card types
  • Of Different card types
  • Already Created on Board
  • Newly Created while Linking
  • On the same Board
  • On different Boards

Pre-requisite:

In Admin > Settings > Card Type Links > Parent-child Links view, you have defined the hierarchy between the required card types.

Linking Existing Card on the Same Board or Another Board

  1. On the board, hover over the card to which you want to link cards and click the Options icon and then the Linked Cards menu.
  2. In the Parent-child Links view, click the Search and Link as Child Card icon on the card.
  3. Search the card that has to be linked. Enter the card attribute and the search string for that attribute separated by a colon. The search results display cards containing the search string categorized under Projects. The results will show only those matching cards that are of card type that have Parent Card link set for the card type. If there are no matching cards, it displays ‘No results found’. You can search the card in other boards by clicking the Search Globally link. if the card exists, it will be listed along with the Project Name.
  4. Select the required card from the search results.

The link is established as shown in the example below to a card on the same board and of the same card type, i.e. Epic to Epic.

The link is established as shown in the example below to a card on a different board, i.e.Planning Board to Execution board.

The link is established as shown in the example below to a card on the same board but of different card type, i.e. Epic to Impediment.

To link cards across Smart Lanes on the Board:

  1. Hover over the card to which you want to link another card, click the Options icon and then the Linked Cards menu.
  2. In the Parent-child Links view of the selected card, click the Search and Link as Child Card icon on the card. For example EPIC 7 in the image below.
  3. Enter the search string and select the card to be linked for example, Feature 7 card. The Parent-child Links view displays the new link.

Linking New Card on the Same board or Another Board

You can link new card on the same board, other board, and across Smart Lanes.

To link a new card:

  1. On the board, hover over the card to which you want to link cards and click the Options icon and then the Linked Cards menu.
  2. In the Parent-child Links view of the card, click the Add Child Card icon on the card.
  3. Select the board so that the card will be created on the same or any other board, as required.
  4. Select the Card Type by clicking the corresponding card type color. The card type colors will appear only for those that are defined as Child Card Type in the settings.
  5. Enter the Card Title and description, and then press ENTER.

For example, the User Story card type selected indicated by the yellow color is added to the Execution project/board and linked as shown in the image.

To edit the Card title, while in the Parent-child Link view, hover over the card and click the card title and change it, right over there. To change other details, click the More Details icon next to it. In the Card Details window, make the changes and click Submit.

As shown in the image below, the newly created and linked card from the Parent-child Links view, is listed in the Backlog view of the Execution Board.

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