For example you can click on a customer card to see the full details you know about that customer. Open Details: If you click on the card, a new tab will open showing you the details for that card.For each of the card reference fields, you can see the currently selected cards. When you open a card to see the full details you will see an interface like above. For example you may want to restrict to only the "active" customers for your organization. This setting lets you restrict the cards to only those in one or more specific lists on the board. List(s): by default, the user can choose any card from the selected board.For example having a customer field refer to cards on a Customer Board. This settings lets you instead choose a different board where cards should come from. Board: by default, the user can select any card from the current board.These will be shown in a list on the card details and the card names will show on the front of the card in a comma separated list. Allow multiple: toggle on if you want to allow users to select multiple cards.The unique settings are in the "Card Reference Settings" section. Once added you can set the name and other standard options related to field display, layout, visiblity, and permissions. Simply click Add and then go to the Advanced Fields section to select the Card Reference type. You can add a new Card Reference field type through the normal add field workflow. Then link those properties to key pieces of information like associated customer, property managers, listing agents, etc. Property Management: create a card for each property you are managing or selling.Create customer requests or invoice cards that reference the products. Product Tracking: create a board with all the products you sell.Then reference these customer cards from all your other boards as you manage work, tasks, documents, etc. Customer Relationship Management (CRM): create cards for each customer linked to cards for each company.Project Management: create cards for each task and link to the teams, customers, products, and goals associated with the task.Example Use CasesĬard reference fields allow nearly infinite ways to connect up the data in your personal or enterprise boards. This opens a range of possibilities to create workflows for your unique data management needs. Card references let you treat your Trello boards as database "tables" and each card as a "record". If you are familiar with tools like Microsoft Access or other database systems, you may recognize that card reference fields are similar to the concept of database relationships. team: a card reference field allowing multiple selections restricted to the Employees board cards. customer: a card reference field restricted to the Customers board cards.Project Board: a card for each project with a field for the related customer and a field for a list of assigned employees.Employee Board: a card for each employee including team and other details.Customer Board: a card for each customer along with fields containing their data.With standard Trello cards this can be difficult, with card references you just add a field and make the link between cards. For each project you may want to track the customer the project is for and the team members that are working on the project. Imagine that you have a Trello board for all your active work projects. See Card References in Action: Create a board from the Amazing Card References template.Īdding new field: Open board settings, add a new field from Add > Advanced Fields > Card Reference What is card reference field? This allows for complex interactions linking Trello cards. Amazing Fields for Trello allows you to create fields that link to other cards on the same board or across boards.
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