Use Lucid Cards to plan, organize, and assign tasks

Add Lucid Cards to a board

Add Lucid Cards in Lucidspark

To add a Lucid Card to a Lucidspark board, follow these steps:

1. Click the More tools icon from the Primary Toolbar on the left-side of the canvas.
2. Open 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.

Add Lucid Cards in Lucidchart

To add a Lucid Card to a Lucidchart document, follow these steps:

1. Select the shapes icon in the Primary Toolbar to the left of the canvas.
2. Click More shapes at the bottom of the Shape menu.
3. Check the box next to “Team Planning” under the standard library options on the left side of the panel.
4. Click Use selected shapes in the bottom-right corner.
5. From the “Team Planning” shape library in the shape menu, drag a Lucid Card onto the canvas.

Convert an existing shape

Convert an existing shape on the workspace into a Lucid Card by following these steps:

1. Right-click a shape or sticky note.
2. Hover your cursor over “Convert to card”.
3. Choose Lucid Card or one of the integration card options such as Jira, Azure DevOps, or Asana.
4. If you select an integration, click Convert in the panel that appears.

Import Lucid Cards from a CSV

In Lucidspark, you can import a CSV of data to create Lucid Cards in bulk by following these steps:

1. In a Lucidspark board, select the More menu.
2. Hover your cursor over Insert.
3. Select CSV.
4. Click Lucid Cards.
5. Select a file from your device.
6. Use the dropdowns to match columns of the CSV with fields on the Lucid Card.
7. Select Confirm.

Customize a Lucid Card

Style a Lucid Card

You can edit the style of a Lucid Card from the formatting bar at the top of a Lucidchart document or from the context menu that appears when you select a card in Lucidspark. You can:

• Change a card’s fill color.
• Edit text options such as font or font size.
• Add a link.

There are a few Lucidspark-specific capabilities available in the context menu as well:

• React with emojis.
• Add tags.
• Wrap the content in a Frame, Dynamic Table, or other container.

Edit Lucid Card details

1. Select a Lucid Card.
2. Add details to the card:
   • In Lucidspark, click the pencil icon in the context menu that appears.
   • In Lucidchart, the context panel opens automatically on the right of the canvas.
3. In the menu that appears, edit existing fields or add new ones by clicking Create new fields.

After you have added a card detail, you can edit it directly on the Lucid Card as well.
 

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. Add details to the card:
   • In Lucidspark, click the pencil icon in the context menu that appears.
   • In Lucidchart, the context panel opens automatically on the right of the canvas.
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.

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. Add details to the card:
   • In Lucidspark, click the pencil icon in the context menu that appears.
   • In Lucidchart, the context panel opens automatically on the right of the canvas.
3. Select Settings in the top-right corner of the menu that appears.

From the settings, you can:

• Click and drag fields to reorganize them on the card’s face.
• Click and drag fields into and out of the “Hide from card face” section.
• Click the Edit custom field icon to rename or delete a field.

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

In Lucidspark

1. Select one or more Lucid Cards.
2. Click. the wizard hat icon from the context menu.
3. Select an integration option.
   • If you have not authenticated your Lucid account with Jira, Azure DevOps, Smartsheet, airfocus, or Asana, you will be prompted to log in at this step.
4. Follow the prompts in the panel to edit fields and convert the card.

In Lucidchart

1. Right-click one or more Lucid Cards.
2. Hover your cursor over “Convert to card”.
3. Select an integration option.
   • If you have not authenticated your Lucid account with Jira, Azure DevOps, Smartsheet, airfocus, or Asana, you will be prompted to log in at this step.
4. Follow the prompts in the panel to edit fields and convert the card.

Convert a Lucid Card to Azure DevOps

1. Select one or more Lucid Cards.
2. Click the wizard hat icon.
3. Selectthe Azure DevOps icon.
   • If you have not authenticated your Lucid 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 the wizard hat icon.
3. Select 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 users have access to several Lucid Card integrations to help increase the efficiency of their workflow. Learn more about them in the following articles:

• Integrate Lucid Cards with airfocus
• Integrate Lucid Cards with Airtable
• Integrate Lucid Cards with Asana
• Integrate Lucid Cards with Azure DevOps Cloud
• Integrate Lucid Cards with Excel or Google Sheets
• Integrate Lucid Cards with Jira
• Integrate Lucid Cards with monday.com
• Integrate Lucid Cards with Smartsheet

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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