Understanding Kanban Card Types
OpenLuxe offers three specialized card types, each designed for different use cases. Choose the right type to unlock relevant features.
Item Cards 📝
Best for: General notes, ideas, and miscellaneous items
Features:
- Simple title and description
- Tags for categorization
- Attachments and notes
- Comments and activity tracking
Use cases:
- Brainstorming ideas
- Quick notes
- Reference materials
- Simple to-do items
Task Cards ✓
Best for: Actionable work items with deadlines
Features:
- Everything in Item cards, plus:
- Due dates with reminders
- Assignee for accountability
- Priority levels (Low, Medium, High, Urgent)
- Subtasks with checkboxes
- Time tracking
Use cases:
- Project tasks
- Team assignments
- Deadline-driven work
- Sprint planning
Deal Cards 🤝
Best for: Sales pipeline and business opportunities
Features:
- Everything in Task cards, plus:
- Deal value (monetary amount)
- Win probability (0-100%)
- Deal status (Open, Won, Lost, On Hold)
- Expected close date
- Revenue tracking
- Cost and profit margin
Use cases:
- Sales pipelines
- Client proposals
- Partnership opportunities
- Revenue forecasting
Changing Card Types
You can convert a card to a different type:
- Open the card details
- Click the card type icon (top-left)
- Select the new type
- Fill in any new required fields
Note: Converting to a simpler type may hide (not delete) specialized fields.
Choosing the Right Type
| Scenario | Recommended Type |
|---|---|
| Quick note or idea | Item |
| Work with deadline | Task |
| Sales opportunity | Deal |
| Bug to fix | Task |
| Client inquiry | Deal |
| Meeting notes | Item |
