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Purpose

The purpose of Creating Child Cards from a Parent Card is to let users build and manage work hierarchies without leaving context. This feature allows users to create child cards directly from within a parent card, ensuring faster workflows, fewer errors, and a clearer hierarchy from Initiative all the way down to Story.

Business Case

Managing large, multi-level portfolios requires speed and accuracy. Previously, users could only create child cards from Grid View, which forced them to:

• Switch views

• Re-locate the parent

• Manually reapply shared attributes

• Risk placing children in the wrong hierarchy level

This feature eliminates unnecessary clicks and context switching while ensuring every child card is created correctly, consistently, and visibly connected to its parent.

Overview

Users can now create child cards directly from inside any parent card using the Add Child action.

From a single flow, users can:

• Select the appropriate child card type

• Complete required fields

• Automatically inherit key attributes from the parent

• See the new child appear immediately across the platform

The result: faster creation, cleaner hierarchies, and a smoother user experience.

Supported Hierarchies

The Add Child flow respects hierarchy rules and only shows valid child types. For example:

• Initiative → Project

• Project → Deliverable

• Deliverable → Story

Invalid combinations are never shown, preventing hierarchy errors before they happen.

How to Add a Child Card

Step-by-Step

1. Open a parent card.

2. Click on the Child Tab

3. Select Childs Cards caret

4. From the popup, select the preexisting child cards you want to add as a child

5. Select Save

That’s it no navigation required.

Add Child Dialog Behavior

Card Type Selection

• Displays only valid child card types based on the parent

• Add a title, start & end date, and a tag

• Save 

Inheritance from the Parent Card

New child cards automatically inherit key attributes from the parent, including:

• Company

• Portfolio / Program (if applicable)

• Team

• Timeframe

If the user has permission, inherited values can be edited before saving.

What Happens After You Save

Once the child card is created:

• It appears immediately in:

  • The parent card’s Children section

  • Grid View, nested under the parent

  • Outcome Tree View (when applicable)

  • Search results and dashboards (subject to filters and permissions)

• A confirmation toast confirms successful creation

• Focus returns to the originating parent card

Weight Allocation

When a new child is added:

• The parent’s total weight is evenly distributed across all child cards

• Existing children are automatically rebalanced

• No manual adjustment is required

Locked or Approval-Based Workflows

• Child creation is allowed even if the parent is locked or requires approval

• Card movement or status changes may be restricted until approval is granted

Viewing Children in Grid & List View

• Grid View and List View display a caret (▸) next to parent cards

• Expanding the caret reveals children at each hierarchy level

• This makes it easy to explore complex structures without losing orientation

Summary

The Add Child from Parent Card feature makes building hierarchies faster, safer, and more intuitive. By keeping users in context, enforcing hierarchy rules, and automatically inheriting key attributes, it removes friction from one of the most common workflows in portfolio management.