How to use icon cards

Show channels, a checklist, or a set of statuses on a card by picking an icon template and customising its icons.

Icon cards show a set of labelled icons on a card, like the channels a step happens on, a checklist, or a row of statuses. You start from an icon template, then adjust the icons, their labels, and how they display.

An icon card built from the Channels template

To add one, hover an empty cell and click + Add card. Icons is the default in a lane set up for icons (press Enter to confirm) and sits under BASIC CARDS in the picker in any other lane. For the shared add-card mechanics, see How to add and edit cards.

---

How to choose an icon template

A new icon card opens with a Select icon template dropdown and no icons yet. Pick a template to fill the card with a starting set of icons you can then adjust.

A new icon card before a template is chosen

Open the dropdown to see the templates available in your account. The default set is Channels, Checklist, Social, Quote, Emojis, Single, and Social Media, and your account may have more.

The Select icon template dropdown

The template sets the card's starting icons, colours, and layout. Everything it gives you can be changed on the card afterwards, so pick the template closest to what you need and adjust from there.

To build or change the templates this dropdown offers, see How to use icon templates.

---

How to customise the icons on a card

Open the card details panel to change which icons appear and how they look. Click Show card details on the toolbar, or double-click the card.

Card details panel for an icon card

Each icon sits in its own row. From left to right, a row has a drag handle to reorder it, the icon, a colour swatch, a label field, a link icon to point the icon at a URL, and a delete icon to remove the row. Edit the label inline and changes save as you go.

To add an icon, click + Add Icon and a new row appears at the bottom. A card holds up to 15 icons.

Below the rows, three settings control how the whole card displays:

• Direction - lay the icons out in a column (down) or a row (right).

• Size - the icon size, set to Medium by default.

• Interactive - when set to Yes, anyone with edit access can click an icon on the map to toggle it on or off, and the on/off state is shared with everyone viewing the map. Set it to No to keep the icons fixed.

---

What icon cards share with other cards

The icon card toolbar carries the shared tail only: the fill control for colour and background, Card header, Show card details, delete, and the three-dot overflow menu. There are no text-formatting buttons, since an icon card holds icons rather than editable text.

The toolbar on a selected icon card

The card details panel also holds the universal Personas, Card tags, and Comments sections below the icon settings. For the toolbar tail, the colour and background picker, the card header, spanning, and multi-select, see How to add and edit cards.

---

Related topics

How to use icon templates

Build and edit the icon templates that the Select icon template dropdown offers, at the account level.

How to add and edit cards

Parent how-to for shared card mechanics: toolbar, details panel, colours, and headers.

How to add and manage lanes

Add a lane to hold your icon cards, or any other lane type.

How to bulk edit cards

Select multiple cards and apply tags, personas, or colours in one go.

How to comment on a card

Add comments and @mention teammates on any card from its details panel.