To get started on card links in Businessmap, please refer to our card linking guide. Below, you can learn more about the card Links tab and how to use it.
The Links Tab Functionality
From the Links tab, you can quickly see all cards linked to the source card. This panel allows you to:
- create new linked cards that are connected to the source card
- link the source card with other existing cards in the system
- delete links between other cards and the source card
Every card and initiative in Businessmap has the Links tab. Double-click to open a card and select the Links tab to review it.
The Links tab default view (the Table view) provides a list of all cards that are linked to the source card. Use the Configure Results button to display any card-related information that you want to make visible. For example, you can easily display card details, such as description, tags, priority, etc. Just select the options from the Configure Results menu and apply your changes.
Moreover, the Links tab lets you see linked cards in four different perspectives:
- Table view (1)
- Bar Chart View (2)
- Pie Chart View (3)
- Board View (4)
Note: The "Board view" option provides extra functionality. Right-click on any of the cards in the Board preview mode to open the Links tab that supports all linking capabilities.
You can use the Create new link button (see image below) to open a menu and link new or existing cards to the source card. If you create a new card, select the type of relation and use the mini Boardmap to define the position of the new card you are going to create. You can select the board and the column/lane.
The last choice in the Links panel allows you to link the source card to an existing card in the system. If you use this approach, you have to select the type of link from the supporting panel that opens. To initiate it, click on “Link to existing card,” then enter a card ID or a Title to refer to an existing card in the system, and link the items from the Create a link button.
You can learn more about unlinking cards here.