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How to Relate and Unrelate a Conversation to or from a Card

Manually relate cards to your conversations to access them from the process board.

Manually relate cards to conversations to track communication from a board. If you connect a conversation to the wrong card, you can easily remove the relationship directly from the conversation.


 

How to Relate a Conversation to a Card from the Inbox

  1. From the conversation, open the details panel on the right.
  1. Scroll down to the Cards section.
  1. Click the plus icon to select an existing card.
  1. The card is now related.

How to Unrelate a Card from a Conversation

  1. From the conversation, open the details panel on the right.
  1. Scroll down to the cards section.
  1. Click the X on the card.
  1. The conversation is now unrelated to the card.

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