Models are needed to create types of cards.
For a quick start, we recommend (if they are not yet created) creating two models of cards:
1. Standard model with no value
2. Standard model with value (value allows you to introduce a number in your cards so as you can for example quantify the value of an opportunity, business, etc.)
3. Create one type of card using the model Standard model with no value.
This video explains how to create card models and types.
Models and Card types
Understanding the difference between Models and Card types:
A model is used as a prototype or pattern to create several types of cards that will need the same fields. In contrast, types allow differentiating similar tasks with different icons. In other words, a model could be called a category of card and types the different items within that category.
Why use many types of cards within a model? Because a card model can hold several tasks of the same type, and yet, they should be distinguishable from each other. For example, if we create a card model labeled PROBLEMS in the construction process of several houses, it can harbor problems such as type a) related to the pipes, type b) with suppliers and type c) with the transport of material. All these cards will use the same fields and will be differentiated by their icon or color. At the time of analyzing the information, we can visualize not only all the problems but also obtain a finer analysis of the types of problems that we experience during our constructions. When analyzing the information, we will be able to have a broad view of all the problems but also a better analysis of the types of problems encountered during the construction process.
Also, by differentiating card models from card types we can standardize the processes through several working teams within the organization. We can for example create a card model called "Problem" and have several types of problems dependent on (based on) the working team that uses it: commercial problem, financial problem, human problem, etc.