Adding entries to your workplan

Cards are the building blocks of the Workplan. Each card represents a piece of information you want to work with during your planning session. This page covers the different card types, how to create them, what you can do with them, and how to arrange them on the canvas.

Card types

The Workplan supports three types of cards. Each serves a different purpose.

Type	Source	Description
Entry card	Your knowledge base	A card linked to a full entry in Ultrathink. Shows the entry title, type, and status. Clicking it opens the entry in the detail panel.
Quick card	Created on the canvas	A lightweight card that exists only on the Workplan. Useful for jotting down ideas, reminders, or placeholders that do not need a full entry.
Duplicate	Copied from another card	An independent copy of an existing card. Duplicates are not linked to the original, so changes to one do not affect the other. Useful when you want the same entry to appear in multiple positions or boards.

Entry cards stay in sync with your knowledge base. If you update the title or task status of the underlying entry, the card reflects those changes automatically.

Creating cards

Adding entry cards

To add a card from your knowledge base:

1. Click Add Card in the Workplan toolbar
2. A search box appears; type to filter your entries
3. Select the entry you want to add
4. The card appears on the canvas at the next available grid position

You can add as many entry cards as you need. Each entry can only appear once per board as an entry card (use duplicates if you need it in multiple places).

Note: Only starred entries are eligible for the Workplan. Star an entry in your knowledge base to make it available, or un-star it to remove its card automatically.

Creating quick cards

Quick cards are created directly on the canvas without linking to an existing entry:

1. Double-click on any empty area of the canvas
2. A new card appears with an editable title field
3. Type your title and press Enter

Quick cards are ideal for:

• Temporary reminders that do not need to be saved to your knowledge base
• Placeholder cards for entries you plan to create later
• Short notes or labels to organise sections of your canvas

Duplicating cards

To create a duplicate of an existing card:

1. Right-click the card you want to duplicate
2. Select Duplicate from the context menu
3. A copy appears near the original card

Duplicates have a dup- prefix in their internal identifier, which means they are independent of the original entry. You can move, resize, or delete a duplicate without affecting the source card.

Card actions

Right-click any card to open the context menu with the following options:

Action	What it does
Open Entry	Opens the full entry in the detail panel. Only available on entry cards (not quick cards or duplicates).
Edit	Lets you change the card title and notes directly on the canvas.
Duplicate	Creates an independent copy of the card on the same board.
Change Colour	Opens a colour picker with 12 colour options. Use colours to categorise cards visually (for example, green for done, red for blocked, blue for research).
Delete	Removes the card from the canvas. For entry cards, this does not delete the underlying entry from your knowledge base.

Clicking versus right-clicking

• Click a card to open its linked entry in the detail panel (entry cards only)
• Right-click a card to access the context menu with all available actions

Moving and arranging cards

Dragging individual cards

Click and hold a card, then drag it to a new position on the canvas. Release to drop it in place. If grid snapping is enabled, the card aligns to the nearest grid intersection.

Selecting multiple cards

You can select and move several cards at once:

1. Hold Shift on your keyboard
2. Click each card you want to include in the selection
3. Selected cards show a highlight border
4. Drag any one of the selected cards to move them all together

Grid snapping

By default, cards snap to a grid when you move them. This keeps your layout aligned and tidy.

Setting	How to toggle	Effect
Show Grid	Toggle in toolbar	Displays or hides the alignment grid on the canvas
Snap to Grid	Toggle in toolbar	When enabled, cards align to grid intersections as you drag them

If you prefer free-form placement, turn off snap to grid. Cards will stay exactly where you drop them.

Resizing cards

Cards have a default size, but you can resize them if you need more or less space:

1. Hover over the bottom-right corner of a card
2. A resize handle appears
3. Click and drag to adjust the width and height
4. Release to set the new size

The minimum card size is 150 pixels wide and 100 pixels tall. There is no maximum, so you can make cards as large as you need for prominent entries.

Organising with colour

Colour is one of the most effective ways to add visual structure to your Workplan. Assign colours consistently to create a system that works for you.

Example colour schemes

By status:

Colour	Meaning
Green	Done or approved
Yellow	In progress
Red	Blocked or urgent
Blue	Needs review
Grey	Deferred or low priority

By category:

Colour	Meaning
Blue	Research
Purple	Design
Orange	Development
Green	Testing
Pink	Documentation

Choose whichever scheme fits your workflow. The important thing is consistency: if green always means "done," you can scan your canvas at a glance and understand the state of your plan.

Next steps

Once you have cards on your canvas, you can enhance your planning with focus mode, connectors, sticky notes, and drawing tools. See the Focus mode page for details.