Release Notes

December 18, 2017 Release Notes

New Features

  • Roles can now be assigned to specific Locations rather than having to rely on the people assigned that Role being in the correct Location(s) themselves. This is really important for modeling complex permissions based on the Network.

  • People List Cards: This is a brand new type of Card! You can add a list of users to any of your Boards, filtering by Roles, certifications, Badges, and so much more. You can even filter by participation! There are really so many uses for this… highlighting accomplishments, your rock stars, and even more mundane tasks like managing certain types of users.

  • Simplify the Create screen. You can decide whether or not to include the “Parent,” dates and teams, or the “Make Private” options. You can also choose to hide the “Advanced” section. Reach out to your Customer Experience Lead to take advantage of this feature.

  • Add the thumbnail of any chart in KaiNexus to any field that supports images on a Project or Improvement. Reach out to your Customer Experience Lead to take advantage of this feature.

  • You can also set a number field to calculate the sum and/or average of all entered values when looking at a list of items with that field. Reach out to your Customer Experience Lead to take advantage of this feature.


Complete Release Notes


  • You can now drag and drop Cards when using a touchscreen device.

  • You can now build custom lists or users on the “People” page just like you can for each of the workflows.

  • A new “Classification” column has been added to the “Impact” tabs on an Excel export. This column will tell you whether the quantitative impact reported was minor, moderate, or significant.

  • Badges can now be awarded based on a person’s relationship to a Task or to a Chart.

  • Attribute Types will now be ordered alphabetically on filters, on the column picker of a grid, and on the dashlet column picker (such as when permanently editing the columns on a Card). This will help folks with lots of attributes.

  • You can now filter Project List Cards by the creation and completion dates.

  • The Project List View now has a “Created” date.

  • If an Improvement is:

    • Planned with a Responsible, an “Activate” button will appear next to the start date.

      NOTE: If it is planned without a Responsible, no button will appear.

    • A draft, a “Submit” button will appear next to the creation date.

  • If a Project is:

    • New or planned, an “Activate” option will be added to the status picker and an “Activate” button will appear next to the start date.

    • Active or overdue, a “Complete” button will appear next to the end date.

  • You can now configure the width of any Attribute drop-down on the “Create” and “Edit” screens. Reach out to your Customer Experience Lead to take advantage of this feature.

  • Relevant default Attributes will now be included on lists (in the Detail View) of Charts.

  • An item with a customized layout can now have multiple sections of each type of workflow. The views and filters of those sections are configured independently of one another. Reach out to your Customer Experience Lead to take advantage of this feature.

  • When sorting a list of people by who has been awarded a particular Badge or Badges, you can now include the date range during which the Badge(s) should have been awarded.

  • If a Task is created as part of a Project, the Project’s Location(s) will automatically become the Location(s) of the Task.

  • Date formats in the Timeline are now consistent in formatting.

  • We added a new “Person” column to lists of users. This column includes only the user’s profile image and their full name.

  • The “User” column has been renamed “User Details.” This column includes the user’s profile image, full name, username, and email address (if there is one).

  • We’ve unified some language in the app across the different workflows:

    • “End On” is now “Due On”

    • “Reported On” is now “Created On”

    • “Authored On” is now “Created On”

    • “Reporter” is now “Author” always

    • “Assignee” is now “Responsible” always

  • A “Last Login” column was added to the “People” section.

  • The “People” section is now “sticky.” It will remember which columns you had open and which of your custom lists (if you have any) you were on.

  • The number of characters displayed on an item with an Attribute note has been increased.

  • In cases when a start date is required, it will default to the current date.

  • All columns that can be added to a Task List Card will now appear when editing the Card view.

  • The first 1,000 words of a comment will now be displayed in email alerts and the Notifications & Updates window without being truncated.

  • We’ve changed the info icon when entering the Time Savings impact for clarity.

  • Using the decimal format, we can help you define the format number fields should show, and even add special characters - like the dollar or cent signs - if you’d like. Reach out to Customer Experience Lead to take advantage of this new feature.

  • We’ve added a minimum height of a Card of 200 (the height of the Card’s header). This will prevent people from accidentally setting a Card with a height of 0.

  • If you begin typing a name into the “Email Comment Now” field, the “Add Followers” and “Add Team” will disappear.

  • Small improvements to the user interface were made throughout the app.

  • We’ve improved the Timeline entries involving AdHoc fields.



  • A bug was fixed which prevented the milestone “Not Ready” feature from working correctly when filtering a list of items.

  • The confirmation window will no longer be cut off if no one was notified about the new item.

  • A bug was fixed which prevented users from utilizing the “Location & Below” qualifier field in the People section.

  • Empty AdHoc fields will no longer trigger unnecessary Timeline entries.

  • A bug was fixed which caused all items to disappear from a list if you first expanded one area of the list - by clicking the “+” next to it - and then sorted by an Attribute.

  • Charts will no longer automatically enter a midpoint value if a data point between two entered data points is left empty.

  • A bug was fixed which prevented users from expanding a list of items after sorting the list by an Attribute.

  • Bowling Charts can now be expanded.

  • A bug was fixed which caused the “Images” section to be printed multiple times when the item was exported as a PDF.

  • Charts with parents can now be added to Boards.

  • A bug was fixed which caused file names to be changed after downloading them.

  • Clicking the “Clear” button on the “Notifications & Updates” window will now only clear the blue dot alerts for items for which you’re on the team.

  • A bug was fixed which allowed Boards to get into a state in which they were inaccessible.

  • Having an Attribute with a title more than one line long will no longer cause the template to be cut off on the “Create” or “Edit” screens.

  • A bug was fixed which caused the “None” and “Any” options to appear under an Attribute folder on the Attribute Type’s drop-down menu.

  • Images dropped into a field should not be shown in the “Images” section by default.

  • A bug was fixed which prevented links from opening in some cases.