How do I create a card in Strategy Cards?

Two simple ways to create cards for your strategy work

You can create cards in two ways depending on whether you want to start from a template or a Spark:

Create a card from a template

Use this option if you’d like to start with an existing framework (for example, SWOT, Objective, or KPI).

Where to do it:

• From the Cards tab

• Inside a Card Set

• Inside a Workbook

Steps:

1. Click the + icon in the top right area.

2. The Create card window will open.

   

3. On the left, pick a Card category (like SWOT, Strategy, Objective).

4. In the middle column, choose a Card type (for example, Opportunity, Risk, Mission).

5. On the right, fill in the Card details:

   • Name (required)

   • Description

   • Additional details depending on the Card you choose

6. Click Create card to save.

Tip:
You can also click Save and create another if you want to add more cards quickly.

Create a Spark card

Use this option if you want to capture an idea quickly without choosing a template yet. You can convert a Spark into any card type later.

Where to do it:

• From the top bar in any Cards view

Steps:

1. Click the lightning bolt icon ⚡ in the top right corner.

2. The Create a Spark card window will appear.

   

3. Enter a Name (required) and an optional Description.

4. Click Create Spark card.

Your Spark card will now appear in your list, ready to be converted to a structured card type whenever you’re ready.

Tip:
Spark cards are ideal for brainstorming sessions or capturing thoughts before you decide how to categorize them.

Need help?
If you’re unsure which card type to use ask the Ruby AI assistant for suggestions.