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Use Lucid Cards to plan, organize, and assign tasks

Written by:  Morgan T
Last updated:  

Lucid Cards in Lucidspark are an integral part of visual planning, helping users move from ideation to planning. With Lucid Cards, you can create customizable shapes and add details as you brainstorm ideas and organize information. Lucid Cards work seamlessly with the Timelines feature as well as our airfocus, Jira, Azure DevOps, and Smartsheet integrations.

Plan availability: Individual, Team, and Enterprise.
  • Available on FedRAMP accounts.
    • While the remainder of the functionality is available, converting Lucid Cards to Smartsheet, airfocus, Azure DevOps is not available to users in the FedRAMP environment.
  • Read the Lucid Plans article for more information about what is available on your account or the Upgrade your Lucid account article for instructions to upgrade.

Add Lucid Cards to a board

From the Primary Toolbar

  1. Click more-tools-icon-from-lucidspark-primary-toolbar.png the More tools icon from the Primary Toolbar on the left-side of the canvas.
  2. Open cards-icon-from-lucidspark-primary-toolbar.png the Card menu in the panel that appears.
  3. Select Lucid Card.
  4. Click anywhere on your board.
    • You can also click and drag the Card shape onto your board.

Tip: Drag the Lucid Card icon from the “More tools” menu into the Primary Toolbar to pin it to the main portion of the toolbar.

Convert an existing shape

  1. Right click a shape.
  2. Select Convert to Card.
  3. Choose Lucid Card, Jira issue, Azure DevOps work item, Smartsheet row, airfocus item, or Asana task.
  4. Follow the prompts.
  5. Click Convert.

Note: If the existing shape is in a Dynamic Table, the steps above won't work for converting to a Lucid Card. You need to instead use the Change Shape button found in the Context Toolbar. For instructions, check out our Customize shapes in Lucidspark article.

Import Lucid Cards from a CSV

  1. In a Lucidspark board, select more_menu_icon_in_lucidspark.png the More menu.
  2. Hover your cursor over Insert.
  3. Select CSV.
  4. Click Lucid Cards.
  5. Use the dropdown menus to organize your data into Lucid Cards fields.
  6. Select Confirm.

Customize a Lucid Card

context-menu-to-customize-lucid-cards-in-lucidspark.png

Style cards from the context menu

When you click on a Lucid Card the Context Toolbar will appear. With this toolbar, you can:

Edit Lucid Card details

lucid-card-details

  1. Select a Lucid Card.
  2. Click edit_pencil_icon_for_lucid_cards_in_lucidspark.png the pencil icon.
  3. In the menu that appears, you can add the following card details:
    • Title
    • Description
    • Assignee
    • Status
    • Estimate
    • T-shirt size
    • Start and End dates

After you have added a card detail, you can edit by selecting the area of the card you want to change.

Add a custom field to a Lucid Card

You can add the following custom fields to a Lucid Card:

  • Text
  • Number
  • Date
  • Single-select
  • Multi-select
  • Person

To add a custom field to a Lucid Card, follow these steps:

  1. Select a Lucid Card on the canvas.
  2. Click edit_pencil_icon_for_lucid_cards_in_lucidspark.png the Edit details icon from the context toolbar that appears.
  3. Click + Create new fields from the bottom of the panel that appears on the right side of the page.
  4. Select a field type.
  5. Type a name for the field and customize settings as needed.
    • To display the field on the card face instead of only in the details panel, check the box next to "Show field on card face".
  6. Click Done.

Note: You can only add custom fields from within Lucid to generic Lucid Cards. While integrated cards like Jira and ADO also support custom fields, they must be created in the system of record rather than in Lucid.

Customize field settings

You can customize the fields on your Lucid Cards by determining which to include on the card face and the order in which they appear. To do so:

  1. Select a Lucid Card.
  2. Click edit_pencil_icon_for_lucid_cards_in_lucidspark.png the pencil icon.
  3. Select Settings in the top-right corner of the menu that appears.
  4. Under “Lucid fields” or your integration (airfocus, Jira, and Azure DevOps) fields, reorder fields to adjust them on the card’s face.
  5. Add or remove fields from a card’s face using one of the following methods:
    • Click and drag fields into and out of the “Hide from card face” section.
    • Click Edit fields and check which fields you want to show or not show on the card.reorder-or-edit-fields-on-lucid-cards

Note: If there isn’t data in a field, the field won’t appear on the card even if you move it into the visible section. Add data to the field so that it can appear.

Convert a Lucid Card to Jira, Azure DevOps, Smartsheet, or Asana

Convert a Lucid Card to Jira

  1. Select one or more Lucid Cards.
  2. Clickwizard_hat_icon_in_lucidspark.pngthe wizard hat icon.
  3. Select jira_icon_in_lucidspark.png the Jira icon.
    • If you have not authenticated your Lucidspark account with Jira, you will be prompted to log in at this step.
  4. Type details in the fields.
  5. Select Convert.

Add a Lucid Card to Smartsheet

  1. Select one or more Lucid Cards.
  2. Click wizard_hat_icon_in_lucidspark.png the wizard hat icon.
  3. Select smartsheet-icon-in-lucidspark.jpg the Smartsheet icon.
    • If you have not authenticated your Lucidspark account with Smartsheet, you will be prompted to log in at this step.
  4. Choose a Smartsheet from the drop-down menu.
  5. Click Add to Smartsheet.

Convert a Lucid Card to Azure DevOps

  1. Select one or more Lucid Cards.
  2. Click wizard_hat_icon_in_lucidspark.png the wizard hat icon.
  3. Selectazure_icon_in_lucidspark.pngthe Azure DevOps icon.
    • If you have not authenticated your Lucidspark account with Azure DevOps, you will be prompted to log in at this step.
  4. Type details in the fields.
  5. Select Convert.

Convert a Lucid Card to Asana

  1. Select one or more Lucid Cards.
  2. Click wizard_hat_icon_in_lucidspark.png the wizard hat icon.
  3. Select asana_icon_in_lucidspark.png the Asana icon.
    • If you have not authenticated your Lucidspark account with Asana, you will be prompted to log in at this step.
  4. Type details in the fields.
  5. Select Create.

Available Lucid Cards integrations  enterprise-tag.png

Enterprise users have access to several Lucid Card integrations to help increase the efficiency of their workflow. Learn more about them in the following articles:

Resources

To learn more about this feature, explore the additional resources below. These resources are available in English only.

Course

Visualizing Data in Lucidspark

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