The related cards feature in Reports.re lets you connect a card to others that share context—like being part of the same series, derived from the same content, or linked to the same project.
These connections make it easier to navigate, stay organized, and access relevant content without manually browsing or searching.
1. Add Relations When Creating a New Card
- Create a new card.
- Fill in the necessary details such as title, group, and card type.
In the Assign Relations section, search for and add one or more cards under the appropriate relationship type:
- "Consist of" — for linking content that was created from this card (e.g., reels or shorts made from the video in this card).
- "Part of" — for linking this card into a parent card (e.g., the video in the card is part of “Thailand Trip 2025”).
- "Related" — for connecting cards that are in the same project (e.g., other content made during the same trip).
Finding the Right Cards with Filters
To help you search for cards, use the built-in filters to locate them:
Filter by Group
- On the right side, use the group dropdown to filter by group.
- You can select "All" to search across all groups, stay in the current group, or choose a specific group.
- Filter by Metadata
Use the filter options to search for cards by:
- Everywhere
- Custom ID
- Internal ID
- Global ID
- Task Name (e.g., enter a card title)
These filter options are applied when entering a keyword in the search field.
Once you've found and selected the related cards, click "Save" to create the card with its assigned relations.
2. Add Relations to an Existing Card
- Open a card.
- Click the "Edit Card" button.
- Go to the "Assign Relation" section.
- Choose the related cards and assign the correct relation type.
- Click "Save" to apply the changes.
3. Move or Remove Relations from the Card
- In the card view, hover over a related card and click "Add or remove" to update the relation.
In the Assign Relation section:
- Right-click on a related card.
- Choose "Move to" to reassign the card to other type of relation.
- Or select "Remove" to unlink it completely.
- Click "Save" to confirm your changes.
Conclusion
The Related Cards feature in Reports.re helps you stay organized by connecting relevant content together. Whether you're creating new content, breaking it into smaller parts, or managing assets across multiple projects, setting up relations allows for quick access, better structure, and a more efficient workflow. Once you're done managing relations, always remember to click "Save" to apply your changes.