Cards

Cards organize distinct units of information and display dynamic content to Board viewers. Add, edit, rearrange, stack, or delete Cards to simplify and organize your Board.

What is a Card?

Cards display distinct sets of data within a Board. Individual Cards provide information at-a-glance, such as KPIs. This allows you to display information on your Board that you find most useful to your process.

Use Cards to filter for data relevant to your process. Add, edit, rearrange, stack, or delete Cards to simplify and organize your Board flow.


Card Layout

Chart Card Layout

Card Header The name of a Card. You can customize a Card Header's font color and background color.
Secondary Header An optional, additional name for a Card. You can customize a Secondary Header's font color and background color.
Card content The actual data represented in the Card.
Search Card This magnifying glass icon appears when you hover over an Item List or People List Card. Select this icon to reveal a search bar. Use this search bar to search for Items within the Item List Card.
Expand Card The expand card icon appears when you hover over the Card. Select this icon to expand the Card window.
Card Ellipses menu Select the ellipses icon to see a menu of options for this Card. Menu options vary based on the type of Card.

Types of Cards

  • Item List: An Item List Card displays a compilation of Items that fit your selected filter criteria.
  • Chart: With a Chart Card, you can add an existing Chart to a Board or create a brand new Chart. You can also:
    • Get a quick view of a Chart as soon as you log in by adding the Chart directly to your Default Board. 
    • Get a quick view of a Chart as soon as you log in by adding the Chart directly to your Default Board.
  • Report: Report Cards allow you to visualize an Improvement Curve, Project Curve, User Engagement, Impact, User Participation, or Attribute Report on your Board.
  • Freestyle: Freestyle Cards are like one giant Field; you can create tables, insert images, and even embed links, files, gifs, and videos. They are especially useful for posting announcements, instructions, or resource libraries on huddle Boards. 
  • X-Matrix: Many organizations doing a formal Hoshin Kanri or Strategy Deployment process utilize X-Matrices to develop and implement tactical and strategic plans, coordinated across people throughout the organization.

Two Line OfieNOTE: If you do not see this option, either your organization has not enabled the X-Matrix Module or you do not have a System Role that grants you the X-Matrix Administrator permission.

  • Nested Board List: Display all Boards nested under the current Board. Clicking the name of any of those Boards will open it.
  • People List: A People List Card displays a List of Users that meet fit a certain requirement, such as newly awarded Badges. With a People List Card, you can:
    • Add a filtered list of Users to any of your Boards
    • Control which columns should be visible in the collapsed and expanded Card views 
  • Widgets: Widget Cards bring Boards easy access to critical features such as a Chart Goal, Create Button, Item Count, Financial Impact, Time Savings (Hours), and ROI. 
    • Use an Item count to provide a quick way to launch a list. More Info
    • The maximum number of rows and columns is 5 each.
  • Activity Feed: Activity Feed Cards highlight recent Item activities in a timeline format. 

Add a Card to a Board

Permissions

A User must have one of the following permissions in order to add a Card to a Board:

  • The Board's Owner(s)
  • The Board's Editor(s)
  • Any User with a System Role that grants them the Global Board Administrator advanced permission

Limitations

  • Boards have a maximum Card limit of 16. Once a Board has 16 Cards, Users cannot add or copy additional Cards to that Board. 

Add a Card

Navigate to the Board with which you want to work, then:

  • Click the + Add button in the top-right corner of the Board.
  • In the resulting + Add drop-down menu, select the type of Card you want to add.
  • Fill out the pertinent information in the Card window. This will vary depending on which type of Card you selected.
  • Click the + Add button to add the Card to your Board, or select Cancel to exit out of the Card window. 

Two Line OfieNOTE: Boards have a maximum Card limit of 16. Once a Board has 16 Cards, Users cannot add or copy additional Cards to that Board. 

Edit a Card

Permissions

A User must have one of the following permissions in order to edit an existing Card on a Board:

  • The Board's Owner(s)
  • The Board's Editor(s)
  • A User with a System Role that grants them the Board Administrator permission and the Board is in a Network Location they can access

Limitations

  • You cannot edit the contents of a Nested Board List Card. KaiNexus will automatically update this Card depending on which Boards are nested underneath.

Edit a Card

Two Line OfieNOTE: You cannot edit the contents of a Nested Board List Card. KaiNexus will automatically update this Card depending on which Boards are nested underneath.

Open the Board containing the Card you want to edit, then:

  • Click the ellipses icon in the top right corner of the Card.
  • In the resulting drop-down menu, select Edit.

Freestyle Card Ellipses Menu Edit

  • In the resulting Edit Card window, you can:
    • Edit the filters used on an Item or People List Card.
    • Edit the data of the Chart on a Chart Card.
    • Edit the Report used and/or any filters on a Report Card.
    • Edit the text and any files included on a Freestyle Card.
    • Edit the contents of an X-Matrix Card.
    • Edit the contents of a Widget Card.
  • After making the desired edits to your Card, click Save to apply your changes.
    • If you're working with a Freestyle Card, first click Preview & Save.
      • In the resulting window, confirm that your Card looks correct.
      • If you want to make more changes, click Back to Edit in the bottom right corner.
      • Click Save to apply your changes.

Arrange a Card on a Board

There are two ways to reorder a Card's location on a Board.

The first way is to:

  • Click and hold the Card Header.
  • Drag and drop it in the desired spot on the Board.

Two Line OfieNOTE: If you're moving the Card into a column occupied by other Cards, all Cards in that column will move down one space to make room for it.


The second way is to: 

  • Click the ellipses icon in the top right corner of the Card.
  • In the resulting drop-down menu, hover over Layout to open a sub-menu of options.
  • In the resulting drop-down menu, you can select:
    • Move Down to move the Card down one position.
    • Move Up to move the Card up one position.
    • Move Right to move the Card one column to the right. It will be moved to the bottom position of that column.
    • Move Left to move the Card one column to the left. It will be moved to the bottom position of that column.

Card Height

If you want to quickly change the height of a Card:

  • Hover over the bottom edge of the Card - your mouse will change into a icon. 
  • Click on the bottom edge of the Card and then drag the end of the Card to grow or shrink it to your desired height.

Card Headers

If you want to customize the Card's header, manually change the Card's position on the Board, or manually enter a new height for your Card or adjust the headers:

  • Click the ellipses icon in the top right corner of the Card.
  • In the resulting drop-down menu, hover over Layout.

You can:

Copy a Card to a Board

If you have a Card that you want to copy, you can do so with the click of a button! You can make a copy of a Card on the Board on which it’s located, on another Board, or, if it's a List Card, copy it into an Item List—you can even subscribe to that List!

Two Line OfiePRO TIP: To copy a Card to a different Board, you must have permission to edit Cards on the Board on which the original Card is located and on the target Board you want to copy the Card to.

Which Cards can I copy?

You can copy any Item List, People List, Chart, Free Style, Report, X-Matrix, or Widget Cards.

NOTE: You can not copy a Nested Board List Card.

How do I copy a Card?

Navigate to the Board containing the Card(s) you want to copy, then:

  • Click the ellipses icon in the top right corner of the Card.
  • In the resulting drop-down menu, hover over Copy Card.
  • In the resulting drop-down menu, pick how you want to copy the Card:
    • Copy to this Board - Click this option and a copy of the Card will be added to the top left position of the Board you’re currently viewing.
    • Copy to another Board - Hover over this option, then select the Board to which you want to add a copy. The Card will be added to the top-left position of that Board.

      NOTE: You must have permission to edit the target Board.
    • Copy to a List - Click this option and a custom list of the same name as the Card will be created in either the Lists section (if this is an Item List Card) or in the People section (if this is a People List Card) using this Card’s filters. NOTE: This option is only available for Item and People List Cards.
    • Copy to a List and Subscribe - A custom list will be created in the Items section using this Card’s filters, and you will be subscribed to the list. NOTE: This option is only available for Item List Cards.

Two Line OfieNOTE: Boards have a maximum Card limit of 16. Once a Board has 16 Cards, Users cannot add or copy additional Cards to that Board. 

Delete a Card from a Board

Navigate to the Board that holds the Card(s) you want to delete, then:

  • Select the ellipses icon in the top right corner of the Card.
  • In the resulting drop-down menu, select x Remove.
  • In the resulting window, select Delete.

Three Line Floatie OfieCAUTION: This action cannot be undone.

Recommended Reading

Card Ellipses menu

Click the ellipses icon to see a menu of options for this Card. Menu options vary based on the type of Card.

  • Edit: Edit the Card structure, content, or filter criteria.
  • View: Edit the view of a Chart Card or toggle Bowling View.
  • Detail: Changes the view of an Item List Card to Detail View.
  • List: Changes the view of an Item List Card to List View.
  • Tree: Changes the view of an Item List Card to Tree View.
  • Kanban: Changes the view of an Item List Card to Kanban View.
  • Gantt: Changes the view of an Item List Card to Gantt View.
  • Calendar: Changes the view of an Item List Card to Calendar View.
  • Bulk Change: Bulk Change helps you save time by simultaneously updating multiple Items/Users. Make edits to more than one Item in an Item List Card or make edits to more than one User in a People List Card.
  • Impact: Brings up an Impact Summary Report window that calculates the Impact of the Items displayed in the Card.
  • Layout: Edit the Card Headers, adjust the height of the Card, or rearrange the Card's location on a Board.
  • Copy Card: Makes a copy of the Card. You can specify if you want to copy the Card to the same Board, a different Board, or even to a List. 
  • Export: Print the Card or export the Card as an XLXS or PDF.
  • Refresh: Refreshes just that Card (and not the entire Board or other Cards).
  • Delete: Deletes the Card. This action cannot be undone.