> ## Documentation Index
> Fetch the complete documentation index at: https://help.zarms.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a card

> Turn each piece of work into a card. Use Quick create with just a name, have AI create cards from meeting notes, or import many at once from a spreadsheet.

A card is one piece of work in ZARMS. When something comes up, create a card with just a name. You can set the assignees and dates later.

## Create a card

**1. Open the create dialog**

Press **C** on your keyboard. You can also press **New** at the top. (On the board list or the
members screen, use the arrow on the right and choose **Card**.) On a Kanban board, you can also
use **Create a card** at the bottom of a column.

**2. Check where the card goes**

On the **Quick create** tab, check **Board name** to see which board the card goes on. If you
opened the dialog from a board, that board is selected. From any other screen, **My board** (no
board) is selected.

**3. Enter a card name and create it**

Enter a **Card name** and press **Create** (or press Enter).

**4. Add the details**

The new card's details open right away. Add the assignees, dates, description, and so on, then
press **Save changes**. For how, see [Set assignees and dates](https://help.zarms.cloud/en/cards/assignees-and-dates.md)
and [Write the description and add files](https://help.zarms.cloud/en/cards/documents.md).

We recommend naming a card with a verb that says what to do (for example, "Create the estimate" or "Set the new-hire training schedule"). The sample text already in the card name box ("Do X to Y") shows that style.

## Default values for new cards

With Quick create, every field except the card name starts with the values below. If you create a card from a Kanban column, its status is that column's status.

| Field | Default |
| - | - |
| Status | Draft |
| Priority | Medium |
| Hours (planned) | 4 hours |
| Starts | Tomorrow at 10:00 |
| Due | The day after tomorrow at 18:00 |
| Processor, Reviewer, Receiver | The person who created the card |

An admin can change these defaults for the whole team under **Defaults for new cards** in the [admin console](https://help.zarms.cloud/en/admin/admin-console.md). You can also change them for each board in [board settings](https://help.zarms.cloud/en/boards/settings.md#card-create-defaults).

## Create from a template

For work that follows the same steps every time, create the card from a **template card**. The steps, assignees, dates, and document format carry over as they are.

When a board has template cards, a **Card template** field appears under **Options** in Quick create. The current board's template is selected for you, and the card name becomes "template name (date created)". If you don't want to use a template, choose **None**.

To make a template card, open a normal card's details, press **More actions** (the three vertical dots) at the top right, and choose **Convert to template card**. A template's dates are set relative to the day the card is created, such as "N days after creation, at a set time."

## Have AI create cards from meeting notes

You can turn the to-dos in meeting notes or a transcript into cards all at once. This is available on plans that include AI.

**1. Choose AI draft**

In the card create dialog, choose the **AI draft** tab. You move to the AI screen, and the input
box is filled in with "Create cards from the meeting notes or transcript."

**2. Add the notes and send**

Attach the meeting notes file or paste the transcript, then send.

**3. Check the proposal and run it**

AI shows the cards it would create as **Proposed actions**. Check them and press **Continue** to
create the cards. Press **Reject** to create nothing.

For how to use AI and how credits work, see [Ask AI and have it take actions](https://help.zarms.cloud/en/ai/ask.md).

## Create from an email

You can turn an email you have open in Gmail into a card with the add-on ([Create a card from an email in Gmail](https://help.zarms.cloud/en/addon/gmail.md)). To turn every email sent to a set address into a card, use [Create cards by email](https://help.zarms.cloud/en/boards/email-to-card.md).

## Import many cards from a spreadsheet

If you already track work in a spreadsheet, you can import it from Google Sheets on the **Bulk import** tab. You can import up to 500 rows at a time. For the steps, see [Import and export with spreadsheets](https://help.zarms.cloud/en/boards/spreadsheets.md#import-cards). If you're moving from another tool, see [Move from another tool](https://help.zarms.cloud/en/getting-started/move-from-other-tools.md).

## If something goes wrong

* **You can't press the create button**: If your team has more boards or members than your plan allows, everything that creates something new stops. You can still view, edit, and comment on existing cards. For details, see [Plans and trials](https://help.zarms.cloud/en/billing/plans.md#when-you-go-over-a-limit).
* **There is no AI draft tab**: Your plan doesn't include AI, or an admin has turned off AI features. See [AI is unavailable](https://help.zarms.cloud/en/troubleshooting/ai-unavailable.md).


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