Types of Cards
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      People List Cards

      A compilation of KaiNexus users that fit certain criteria.

      People List Cards display a list of users that meet your selected filter criteria. The Cards are often used to display people's Badge streaks or to list everyone on a particular team.

      If the Board is using a Location filter, that Location filter will be used in conjunction with the People List Card's own filters. These Cards are not affected by other Board filters.

      Keep reading to learn about the following:

      Add a People List Card

      Who can add a People List Card?

      • The Board's Owner, if they have the "Create Boards" permission.
      • The Board's Editors, if they have the "Create Boards" permission.
      • Anyone with the "Board Administrator" permission for Boards in that Board's Location.

      Two Line OfieBoards can have up to 16 Cards. Once a Board has 16 Cards, you won't be able to add or copy additional Cards to that Board. 

      Add a new People List Card

      Open the Board you want to work with, then:

      • Click Add in the top right corner of the Board.

      A Board with an arrow pointing to the Add button-1

      • Click People List in the resulting drop-down menu and the People List Card window will open. 
        • Name (required): The name will appear in the Card's primary header and can be used to identify this Card.
        • Add any necessary filter rules.
        • Click Add. The Card will be created and added to the top left position on the Board.

      Managing People List Cards

      The following people can update and configure existing People List Cards:

      • The Board's Owner, if they have the "Create Boards" permission.
      • The Board's Editors, if they have the "Create Boards" permission.
      • The Card's Editors
      • Anyone with the "Board Administrator" permission for Boards in the Board's Location.
      • Anyone who can access the Board and has the "Card Administrator" permission for Cards in the Card's Location.

      Edit a People List Card's filters

      To edit a People List Card's filters, locate the Card with which you want to work, then:

      • Click the ellipsis in the top right corner of the Card.

      A Board with an arrow pointing to the Add button-1

        • Click Save.

      Change a People List Card's View

      To change a People List Card's View, locate the Card with which you want to work, then:

      • Select the ellipsis in the top right corner of the Card.

      A Board with an arrow pointing to a People List Cards ellipsis

      • In the resulting drop-down menu, hover over List and click the pencil icon that appears to its right, and the Edit Card View window will open.

      A Board with an arrow pointing to a People List Cards Views pencil icon

        • Under the Card View Columns header, each column currently displayed on the People List Card will be listed. Any changes made to this section will affect only the appearance of the Card itself.
          • Search for Columns: Expand the drop-down to choose any additional columns that should be shown on the Card.
          • To remove an existing column, hover over it so that it's highlighted blue and click the x button that appears to its right.
          • To remove all existing columns, click Clear Columns.
          • To change the order of the included columns, drag and drop them into the desired positions.
        • Under the Expanded Card View Columns header, each column currently displayed in the expanded version of the Card will be listed. Any changes made to this section will only affect the appearance of the expanded version of the Card.
          • Search for Columns: Expand the drop-down to choose any additional columns that should be shown on the expanded view.
          • To remove an existing column, hover over it so that it's highlighted blue and click the x button that appears to its right.
          • To remove all existing columns, click Clear Columns.
          • To change the order of the included columns, drag and drop them into the desired positions.
        • Under the Copy header:
          • Click the right arrow to copy the formatting from the "Card View Columns" section to the "Expanded Card View Columns" section.
          • Click the left arrow to copy the formatting from the "Expanded Card View Columns" section to the "Card View Columns."
        • Click Save.

      Ofie Profile PicPro Tip: Try adding a Badges column to your People List Card to display a visual of which Badges each person in the List has earned. You can control which Badges appear in the User Filter. 

      Working with People List Cards

      Bulk change people from a People List Card

      You may find yourself needing to update several people on a Card with the same information. Rather than opening and editing each user one at a time, you can bulk change them directly from the People List Card.

      To bulk change people, you must have permission to edit each of the selected users. If you don't have the right permissions to edit one of the selected users, that user will not be affected by the bulk change.

      Two Line OfieFor detailed information about bulk changing people, check out this article. 

      Search a People List Card

      To search for a particular person in a People List Card:

      • Hover over the Card and click the magnifying glass icon that appears in its top right corner. The "Search Card" field will appear.

      A Board with an arrow pointing to a People List Cards magnifying glass

      • Enter your search term into this field and hit enter/return or click the magnifying glass icon again to search the list.
      • Click the x icon that appears next to the magnifying glass to cancel your search.

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