Create boards and cards

On the Ideas screen, you collect cards on boards to organize your thinking. If notes are the place for long writing and context, idea boards are the place to pile up short records quickly and keep what needs doing next in view.

Idea boards are managed per workspace. In workspaces you joined as a guest, the Ideas item doesn’t appear.

Boards

A board holds cards. Create boards by topic or project. Each workspace starts with one default board (My board).

You manage boards at the top of the screen:

• Switch board: choose which board to view.
• Add board: enter a Board name and an optional Description in the Create a new board window.
• Edit board: change the board’s name and description.
• Delete board: deletes the board together with its cards. This can’t be undone.

Caution

You always need at least one board, so you can’t delete the last one (The last board cannot be deleted). Create another board first, then delete it.

The top of the board shows its description, the Cards count and Frequently used tags. Select a frequently used tag to filter cards by it right away.

Card types

When you create a card, choose the type that fits. Each type has its own color and icon, and one board can hold cards of different types.

Type	Use it for
General	Quick notes such as ideas, questions and next steps
Reference	Papers, reading and other sourced material, plus why you’re reading them
Project	Units of work, their current context and next steps

What a card holds

A card can hold:

• A title and Content — write content in Markdown (for example, **bold**, - list, [link](https://example.com)); it shows formatted when you open the card.
• A Card color — choose from six: Sky, Lilac, Mint, Orange, Pink and Gray.
• Tags — add several, separated by commas. For example: idea, hypothesis, todo
• Linked notes and Linked references — you can link them after saving the card. See Organize and link cards.

Two ways to create a card

1. Directly on a board — select New card, or on an empty board, one of the General card, Reference card or Project card buttons.
2. From an agent chat — in an answer’s More (⋯) menu, select Save as idea card. The card is created on the workspace’s default board. See Agent.

Pin, edit and delete cards

• Pin — hover over a card and select the pin that appears to pin it to the front of the board (Card pinned to the top.). Pinned cards always come first, whatever the sort order. Select the pin again to unpin.
• Edit — open the card and select Edit, or hover over the card and select the pencil icon.
• Delete — hover over the card, select the trash icon, then select Delete card in the Delete this card? window. This can’t be undone.

Searching, filtering and sorting cards, and linking notes and references, are covered in Organize and link cards.