Add a Card with the main Quick Add

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About this task

To quickly add a Card i.e. Targetprocess Entity :

Procedure

  1. Click + Add in the top left corner.
  2. After you add an Entity, you will see success message on the top of the screen. Click the View link to view the created Entity.

    Your current context selection influences the terms displayed. Should you have a portfolio (project) with customized names specified, you will see these new names on the screen instead of the defaults.

What to do next

If you want to add cards, rows, and columns, see Add Cards, Rows and Columns right into the View.