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 that 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
- Escalate an Improvement
- Convert 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
- How to 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
- Escalate an Incident
- Convert an Incident
- How to Copy an Incident
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
- Working with Chart Annotations
- Viewing Chart Annotations
- Private Charts
- Edit a Chart's Team
- Update a Chart's Resolution
- Bulk edit a Chart's nested Tasks
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
- Alerts & notifications
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
- Add a Freestyle 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 users
- 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?
- How to Create a Role
- More granular Role Permissions
- How to Edit a Role
- How to set Role-based notification settings
Time Savings People
Standard Work
Weighted Scores
Fields
Attributes
- What are the different kinds of Attribute Types?
- Create an Attribute value or a folder
- Edit an Attribute value or a folder
- Add an Icon to Attribute Values, Level Types, and more
- How to Archive an Attribute Value or Folder
- How to Delete an Attribute Value or Folder
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
- September 25, 2020 Release Notes
- August 14, 2020 Release Notes
- June 26, 2020 Release Notes
- May 15, 2020 Release Notes
- April 3, 2020 Release Notes
- February 21, 2020 Release Notes