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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, sizing, and layout.

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. Icons laid out in a row reflow to fit the card's width, so the layout holds up whether the card is wide or narrow.

An icon card in a Channels lane on a journey map. The card stacks six labelled icons: a red Email envelope, an SMS bubble, an orange Notification bell, a blue Facebook badge, a green Phone handset, and an In person figure.
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. A new card reads Add icons card with a Choose a template button. For the shared add-card mechanics, see How to add and edit cards.

A populated icon card next to a new, empty icon card. The new card reads Add icons card with a Choose a template button.
A new icon card before a template is chosen

How to choose an icon template

Click Choose a template to open the Choose a template dialog. Pick a template to fill the card with a starting set of icons you can then adjust.

The Choose a template dialog listing seven templates as cards with an icon and a name, most with a one-line description: Channels (Communication channels), Checklist (Steps or tasks), Social (Social media platforms), Quote (Highlight quotes or insights), Emojis (Expressive emoji set), Single (Start from scratch), and Social Media.
The Choose a template dialog

The default set is Channels, Checklist, Social, Quote, Emojis, and Single, and your account may have more, like the Social Media template shown in the dialog above. 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.

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


How to add and edit icons

Select the card and click Icons on the floating toolbar to open Edit icons, which lists every icon on the card.

The Edit icons popover listing six icon rows (Email, SMS, Notification, Facebook, Phone, In person), each with a drag handle, an icon swatch, a label field, a link icon, and a delete icon, with an Add icon link below.
Edit icons

Each row has a drag handle to reorder it, the icon, 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. Click + Add icon to add a row.

Click a row's icon to open Customize icon, where you can pick a new colour, a brand colour, or search the icon library to swap the glyph.

The Customize icon popover with an accent colour grid, a Brand colors section, and a Search icons field showing a grid of icon results.
Customize icon

How to set the display

Click Display on the floating toolbar to control how every icon on the card renders.

The Display popover with six settings: Direction (down arrow selected, right arrow option), Size (S, M selected, L), Spacing (Compact selected, Equal), Label align (Middle selected, Top), Show labels (checked), and Interactive (checked).
Display
  • Direction - lay the icons out in a column (down) or a row (right). Only a row wraps to fit the card's width. See How the layout responds to card width.

  • Size - S, M, or L. Changes the icon's size, not how many fit per row.

  • Spacing - Compact packs icons close together; Equal spreads them evenly across the full width of the card.

  • Label align - in the down direction, Middle centres each label against its icon and Top aligns it with the icon's top edge.

  • Show labels - turn labels off to show icons alone, which also lets more fit in a row.

  • Interactive - when on, 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. Turn it off to keep the icons fixed.


How the layout responds to card width

In the row direction, icons wrap onto additional rows as the card gets narrower, and unwrap back onto one row as it gets wider. The card's height adjusts to fit however many rows the icons need.

A row-direction icon card spanning two columns, wide enough that all six icons sit in a single row.
Wide enough for one row
The same card narrowed to one column. The six icons have wrapped into two rows of three.
Narrower: the same icons wrap onto a second row

Turning off Show labels shortens each icon's footprint, so a narrow card can fit more icons per row before wrapping.

The same narrow card with Show labels off. All six icons now fit in a single row of icons alone, with no labels underneath.
Labels off: the same narrow card fits every icon on one row

The column direction doesn't wrap. Its icons stay in a single left-aligned column regardless of card width, so resizing the card only changes how much empty space sits beside them.


What icon cards share with other cards

The toolbar's shared tail is the same as any other card: Card header, the fill control for colour and background, Show card details, delete, and the three-dot overflow menu. Display and Icons are specific to icon cards and sit ahead of this shared tail.

The floating toolbar above a selected icon card, showing Display and Icons buttons followed by card header, fill, show card details, delete, and a three-dot overflow menu.
The toolbar on a selected icon card

The card details panel holds only the universal Personas, Card tags, and Comments sections; icon configuration lives in the toolbar, not here.

The icon card details panel showing only the universal Personas, Card tags, and Comments (0) sections.
The details panel holds the universal sections only

For the toolbar tail, the colour and background picker, the card header, spanning, and multi-select, see How to add and edit cards.


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