Lucid Cards Overview

An overview

What are Lucid Cards?

Lucid Cards provide a way to visually create and track tasks across the entire project workflow. You can assign stakeholders to work, set deadlines, and visualize how these tasks interact with each other.

Lucid Cards support rich, data-driven integrations for third-party task management systems. For example, you can import tasks from task management systems such as Airtable, Azure, Google Sheets, Monday.com, Jira, and more into Lucidspark as Lucid Cards to organize and plan tasks visually. Ideate and brainstorm with your team, then put those ideas into action by pushing tasks directly into your task management system of choice. Having this two-way sync feature ensures that changes are always reflected and both platforms are always up to date.

There are two ways to view the data in Lucid Cards. First, you can view them as shapes for a quick summary. Or, you can view more detailed versions for full context.

Lucid Cards shape: The shape of Lucid Cards provide a brief summary of task-related information. In your application, you have the flexibility to customize their content and arrangement.

Lucid Cards detail view: By clicking on the pencil icon, you can access the detailed view. In the displayed menu, you'll find all the relevant fields specific to the task. The available fields can be customized within your application.

Within the detail view for Lucid Cards, you can click the gear icon to bring up the Lucid Cards settings panel. This panel allows you to configure fields visible in the Lucid Cards detail view and to link or unlink the integration from the third party.

You can also unlink active accounts you've already connected.

How to create a data-synced card

There are four ways to create data-linked Lucid Cards.

Import from the left toolbar

In your application, you have the option to set up an import modal, which enables users to directly import data from third-party task management systems.

1. Click the card integration icon in the left toolbar.
2. Select the Import option in the callout.
3. Authorize with the third-party task management system.
4. In the import modal, search for the task to import.
5. Click Import.

Create from the left toolbar

If you successfully configured two-way sync, you'll be able to create a new task from the left toolbar. This action will result in the creation of the task within the third-party task management system.

1. Click the card integration icon in the left toolbar.
2. Select the New task option in the callout.
3. Authorize with the third-party task management system if you haven't already.
4. Provide the necessary details to create a new task.
5. Click Create.

Convert from regular Lucid Cards

If you successfully configured two-way sync, the following action will result in the creation of the task within the third-party task management system.

1. Select the Lucid Cards icon on the left toolbar.
2. Click anywhere on the board or drag the Lucid Cards shape out.
3. Edit the card's content.
4. Click on the card and click the wizard hat icon in the option bar.
5. Choose the card integration to convert to.
6. Follow the prompts.
7. Click Create.

Convert an existing shape

If you successfully configured two-way sync, the following action will result in the creation of the task within the third-party task management system.

1. Right click a shape.
2. Select Convert to Card.
3. Choose the card integration to convert to.
4. Follow the prompts.
5. Click Create.

What are the limitations of Lucid Cards?

• Currently, cards created as extensions don't work in Timelines.
• The custom fields that appear in the card details panel will be the same across the document.
• Card visualization is defined at build time, so users are unable to customize visualization.