Boards

Learn how to create, share, copy, edit, and delete a Board.

Two Line OfieNOTE: This action can only be performed by Users with a System Role that grants them the Create Board permission. Users without this advanced permission will not see the option to create a Board.

 

Create a Board

To create a new Board:

  • Navigate to Boards from the Navigation Bar at the top of the platform.
  • Within the Boards menu, select + Create Board.
  • In the resulting New Board window, fill in the relevant information. The New Board window has information organized into three categories: General Info, Layout, Filters, Default Print Settings, and Share.

General Info

  • Title: Enter the new Board's name in the "Title" field.
  • Description (optional): Add an optional description. The description will appear when users hover over the Board's name in the Board picker.
  • Rank (optional): Assign the Board an optional rank. The rank helps determine the order in which Boards appear in the Board picker.
    • Private Boards are at the top of the list and public Boards at the bottom.
    • Within those subsets, Boards with a lower rank (e.g. 1) will be towards the top and those with higher ranks (e.g. 10) will be towards the bottom.
    • If multiple Boards share the same rank, they appear in alphabetical order relative to each other. 
  • Nest Under (optional): Select the Board under which you would like to nest this Board in the "Nest Under" field or leave it blank if this should be a top-level Board.
  • Owner: A Board's Owner can edit the Board's Title, Description, Layout, Rank, Location Filter, and Cards. There can only be one Owner per Board.
    • By default, the User creating the Board will be the Owner of the new Board. To change the default Owner, click into this field to search for a User to become the Owner of the Board.

Layout

  • Sections: Select the number of Sections that will appear on your Board. Your Board can have a maximum of five Sections.
  • Section Layout: Edit the Layout for each Section. You can pick between:
    • One Column - The column will take up the full width of the Board.
    • Two Columns (½ , ½) - Each column will take up half of the Board.
    • Two Columns (⅓ , ⅔) - The left column will only take up one-third of the Board; the right column will cover the remaining two-thirds.
    • Two Columns (⅔ , ⅓) - The left columns will take up two-thirds of the Board; the left column will only cover the remaining one-third.
    • Three Columns (⅓ , ⅓ , ⅓) - Each column will take up one-third of the Board.
    • Three Columns (¼ , ¼ , ½) - The left column will take up one-fourth of the Board, the middle column will take up one-fourth of the Board, and the right column will take up one-half of the Board.
    • Three Columns (¼ , ½ , ¼) - The left column will take up one-fourth of the Board, the middle column will take up one-half of the Board, and the right column will take up one-fourth of the Board.
    • Three Columns (½ , ¼ , ¼) - The left column will take up one-half of the Board, the middle column will take up one-fourth of the Board, and the right column will take up one-fourth of the Board.
    • Four Columns - Each column will take up ¼ of the Board.
    • Five Columns - Each column will take up ⅕ of the Board
    • Six Columns - Each column will take up ⅙ of the Board.

Filters

  • Show Location Filter: Check "Show Location Filter" if you want to be able to filter the entire Board by Location. Doing so will add a Network diagram to the left side of the Board; clicking any of those Locations will filter every Card by that Location.
    • Once this box is checked, two more options will appear:
      • Enter the Location(s) to which the Location filter will initially default in the "Default Location(s)" field.
      • Check the box next to "Location & Below" to include items and people from Locations nested under the filtering Location.
  • Show Quick Filters:
  • Show Board Filter: Check the "Show Board Filter" box to add a global filter option to the Board that allows Users to filter every Item-based Card on a Board at once (such as Item List Cards, Item Curve Report Cards, Impact Report Cards, and Attribute Summary Report Cards).
    • Once this box is checked, a filter icon - Advanced Filters (none applied) - will appear. Click this option if you want to add default filters to the Board that will be automatically applied every time a User views the Board.
      • In the resulting window, add any filters you’d like to apply to the Board, then click Save & Apply.

Default Print Settings

Page Size

Scale

Portrait/Landscape

Exclude Private Items

Also include individual Cards

Included Cards

Select All

Preview

Share

When you share a Board with someone in KaiNexus, you give them access to view the Board and the information on it by adding it to their Boards menu. This is a great way to manage the experience of your Users to ensure they see everything they need and nothing that they don’t, giving them a simple and streamlined KaiNexus experience. 

Two Line OfieNOTE: In order to share a Board with other Users, you must have a System Role that grants you the Board Administrator advanced permission.

Using the Share function in the Edit Board and New Board windows, you can share a Board with Users, Locations, or Roles and grant them various levels of access to it.
  • Share: Check "Share" to make the Board accessible to other Users; leave it unchecked if you want to be the only User who can access it.
    • Once this box is checked, more options will appear:
      • Share with Wallboard Users: Check the "Share with Wallboard Users" box to allow this Board to be seen on all Wallboards and by Wallboard User Types. The Board cannot be displayed on a Wallboard unless this box is selected.
      • Viewer(s): Viewers can view the shared Board but cannot make changes to its configuration. In the Viewers field, enter a Network Location(s), System Role(s), and/or individual User name(s) to grant view access to the Board.
        • NOTE: Board Administrators that can edit any Board can access any public Board so long as they have a direct link to it, regardless of whether they're included in this field.
      • Editor(s): Editors can view the shared Board and make changes to its configuration. Only individual Users can be added as Editors. Enter a User(s) into the Editor(s) field to grant permission to edit the Board.
        • NOTE: Board Administrators that can edit any Board can still edit this Board regardless of whether they're included in this field.
      • Subscriber(s): Subscribers will receive a link to the Shared Board in their Subscription email. Subscribers can be defined as individual Users, Network Locations, or System Roles. Add Users to the "Subscriber(s)" field if you want a link to the Board to be included in each of their subscription emails. 
        • People you subscribe can unsubscribe themselves at any time.
      • Board Location(s): Add a Location(s) if you want Users with the Board Administrator System Role permission in that Location(s) to have the ability to edit this Board. 

Legacy Functionality

  • Some Boards that had been shared using the previous Make Public function with no Viewers defined will continue to behave as they do in their current state. If you edit an existing “Public” Board, you must define one or more Viewers or Editors before you can save.
  • Select Create to create your new Board! Or, select Cancel to discard the new Board and close the Create Board window.

Copy a Board

If you want to make a new Board that is largely based on an existing one, you wouldn’t want to recreate the whole Board just to make a few changes. Instead, you can copy the existing Board and adjust the copy as you see fit.

When you copy a Board, the new Board will default to private. That means that only you will have access to it and that the Share settings from the original Board (such as Viewers or Editors) will be lost.

    • If you have a System Role that grants you the Board Administrator permission, you'll be able to make this new Board public. 
  • It will be a top-level Board—not nested under another Board—and no other Boards will be nested beneath it.
  • X-Matrix and Nested Board List Cards will not be copied. All other kinds of Cards will be copied.

Who can copy a Board?

  • A Board's Owner
  • Anyone with a System Role that grants them the Board Administrator permission if the original Board is in a Network Location they can access.

How do I copy a Board?

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

  • Click the Actions button in the top right corner of the Board.
  • In the resulting drop-down menu, select Copy.
  • Click Copy in the resulting Copy window.
  • The Board copy will be made and opened automatically.

Two Line OfieNOTE: By default, the resulting Board will be made Private and will not include Public Viewing settings. If you have a System Role that grants you the Board Administrator permission, you'll be able to make this new Board public. 

Edit a Board

Who can edit a Board?

  • A Board's Owner can edit the Board's Title, Description, Layout, Rank, Location Filter, Private/Public status, Nesting Position, Share, Viewer(s), Editor(s), Subscribers, Locations, and Cards.
  • Anyone with a System Role that grants them the Board Administrator permission can edit the same aspects of a Board as the Board Owner if the Board is in a Network Location they can access.
  • A Board's Editor(s) can edit the Cards.

How do I edit an existing Board?

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

  • Select the Actions button in the top right corner of the Board.
  • In the resulting drop-down menu, select Edit Board.

Delete a Board

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

  • Select the Actions button in the top right corner of the Board.
  • In the resulting drop-down menu, select Delete Board.

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