Card Types Explained

Seven card types for different purposes: task, milestone, initiative, risk, decision, document, note.

INTERACTIVE VISUAL GUIDE

Step-by-Step Guide

Task — actionable work items with status tracking

Milestone — key project events or deadlines (diamond shape)

Initiative — large-scope items that contain multiple tasks

Risk — potential problems to track and mitigate

Decision — choices that need to be made with rationale

Document — reference documents, specs, and attachments

Note — informational cards for context and documentation

Mix card types on the same canvas for a complete project picture

Use milestones as anchor points for your timeline

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Cards are the building blocks — tasks, milestones, initiatives, and more.

Every card has rich details — status, dates, assignee, progress, and description.

Track work through statuses: To Do → In Progress → In Review → Done.