KaiNexus Support
Coaching
Coaching
- When should I reach out to KaiNexus Support vs. my Account Manager?
- How to configure KaiNexus for Hoshin Kanri
- Bottlenecks
- Provide employees with a direct link to the KaiNexus account request form
- Measure engagement in your organization
- KaiNexus communications
Customer Blog
The Basics
FAQ
- ★ Frequently Asked Questions
- How do I activate a User who was previously inactivated?
- Why did I get this email?
- Projects vs. Improvements vs. Tasks
- How do I add a KaiNexus shortcut to my desktop?
- Recommended IT configuration steps
Troubleshooting
Logging In
Creating new items
My Account
Working with Your Items
Improvement Management
- How to Edit an Improvement
- Improvement Locations
- Review an Improvement's Resolution
- Transfer an Improvement
- Convert an Improvement
- How to copy an Improvement
Improvement - Team
- Improvement Team
- Improvement Responsible Person
- Improvement Assigner
- Improvement Authors
- Improvement Collaborators
- Improvement Followers
Improvement - Status
Improvement - Other Information
- Private Improvements
- Improvement Honor Roll
- Edit an Improvement's Team
- Update an Improvement's Resolution
- Bulk edit an Improvement's nested items
- Filter an Improvement's list of nested items
Project Management
- How to Edit a Project
- Project Locations
- Convert a Project
- How to Copy a Project
- Add a time tracking estimate or log work
- Delete a Project
Project - Team
- Project Team
- Project Sponsors
- Project Facilitators
- Project Leaders
- Project Participants
- Project Participating Locations
Project - Status
Project - Other Information
- Voting Enabled Templates
- Private Projects
- Edit a Project's Team
- Update a Project's Resolution
- Bulk edit a Project's nested Tasks
- Filter a Project's lists of nested items
Task Management
- Decline or accept a Task
- How to Edit a Task
- Task Locations
- Convert a Task
- How to Copy a Task
- Add a time tracking estimate or log work
Task - Team
Task - Status
Task - Other Information
Incident Management
- How to Edit an Incident
- Incident Locations
- Transfer an Incident
- Convert an Incident
- How to Copy an Incident
- Add a time tracking estimate or log work
Incident - Team
- Incident Team
- Incident Responsible Person
- Incident Assigner
- Incident Authors
- Incident Collaborators
- Incident Followers
Incident - Status
Incident - Other Information
- Target Resolutions and Forecast Resolutions
- Private Incidents
- Incident Honor Roll
- Edit an Incident's Team
- Update an Incident's Resolution
- Bulk edit an Incident's nested Tasks
Chart Management
- Edit a Line/Bar Chart
- Edit a Threshold Chart
- Edit a Pareto Chart
- Edit a Bowling Chart
- Chart Locations
- How to Copy a Chart
Chart - Team
Chart - Status
Chart - Other Information
- Chart History
- Working with Chart Annotations
- Viewing Chart Annotations
- Private Charts
- Edit a Chart's Team
- Update a Chart's Resolution
Chart - Tips and Tricks
- Filter Data Series By Location(s)
- Multi-Chart Importer
- Shared data series
- Date range visualization
- Goal Calculator and Visualizer
- Calculated data series
Other Information
- "Like" or "Acknowledge" a comment
- "Like," acknowledge, or bookmark an item
- Activate a planned item based on another item’s start/end date
- Add a Link to your Items
- Add images and Chart thumbnails to text areas
- An Item's Timeline
Boards and Cards
Boards
- How to Navigate Boards
- How to Manage Boards
- How to Hide or Promote Boards
- How to Edit a Board’s Layout
- Expanding/Collapsing Advanced Navigation Bar
- Board Filters
Cards
- How to customize Cards’ headers at a Board level
- Add a Card
- Add an Item List Card
- Add a Chart Card
- Add a Report Card
- Print/Save PDF a Card
How to Build Common Boards
See all 7 articlesLists of Items and People
Lists
- How to Delete a Custom List
- How to Edit a Custom List
- How to Favorite a Custom List
- How to Subscribe to a Custom List
- How to Create a Custom List
- Add a Custom List to a Board
People
- Bulk Change People
- Quick Filters in the People Section
- Export the list of people
- Search and filter the list of People
- Print/Save a People List as a PDF
- User Types
Reports
Working with the Reports
Activity Reports
- Item Curve Report
- Activity Over Time Report
- Activity by Person Report
- Activity by Location Report
- Activity by Template Report
- Cycle Time by Person Report
Engagement Reports
Impact Reports
Attribute Reports
System Reports
Incidents Reports
The Admin Area
Users
- Customize User Attributes
- Create a New User
- Control which Roles apply to each of a user's Locations
- Edit a User
- Change a user's password
- How to send a User an Account Activation Email
Titles
Positions
Employee Types
Certifications
General
- Organizational Digest and Subscription Time
- Subscription Days
- Organizational Digest
- Organization Name
- Organization Legal Notices
- Organization Logo
Login Notices
Tooltip Customization
API Keys
Translation
The Network
Level Types
Roles
- View where Roles are being referenced in the system
- What is a Role?
- Create a Role
- Edit a Role
- Set Role-based notification settings
- Delete a Role
Time Savings People
Standard Work
Weighted Scores
Fields
Attributes
- How to set an Attribute Value to a Network Location
- What are the different kinds of Attribute Types?
- Hiding the Text on an Attribute Value
- Create an Attribute value or a folder
- Edit an Attribute value or a folder
- Add an Icon to Attribute Values, Level Types, and more
Additional Modules
Advanced ROI Module
Badges Module
Branding Module
Calendar Module
Compliance Module
Incident Module
Kiosk Module
Milestones Module
Wallboard Module
X-Matrix Module
KaiNexus Updates
New Features
Release Notes
- 2.5.1 Release Notes
- 2.5 Release Notes
- 2.4.10 Release Notes
- 2.4.9 Release Notes
- 2.4.8 Release Notes
- 2.4.7 Release Notes