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Add a Card

Who can add a Card to a Board?

  • The Board's Owners

  • Anyone with the "Global Board Administrator" permission

 

How do I add a Card to a Board?

  • Open the Board with which you want to work.

  • Click 2017-12-15_1647.png in the top right corner of the Board.

Add_Card.jpg

 

  • In the resulting drop-down menu, click on the type of Card you want to add. You can choose between:

    • 2018-02-24_1521.png - A compilation of items (Projects, Improvements, Incidents - if your organization has enabled the Incident Add-On, Tasks, and Charts) which fit your selected criteria.

      For information on how to filter a list of items, check out this support page.

    • 2017-12-18_1637_004.png - Add an existing Chart or create a new one.

      NOTE: If you add a chart to a private Board, that chart is NOT automatically made private.

    • 2017-12-18_1638.png - Add the Improvement Curve, Project Curve, User Engagement, Impact, User Participation, or Attribute Reports.

      For detailed information on how to add a Report Card, check out this support page.

    • 2017-12-18_1638_001.png - Add a Card containing free text to your Board. 

      For detailed information on how to add Free Style Cards, check out this support page.

    • 2017-12-18_1638_002.png - Add an 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.

      For detailed information on how to add X-Matrix Cards, check out this support page.

      NOTE If you do not see this option, either your organization has not enabled the X-Matrix module or you do not have the "X-Matrix Administrator" permission.

    • 2017-12-18_1638_003.png - Display all Boards nested under the current Board. Clicking the name of any of those Boards will open it.

    • 2017-12-18_1638_004.png - A  compilation of users that meet your selected criteria.

      For detailed information on how to add People List Cards, check out this support page.

    • 2018-05-08_0007.png - Add a widget to the Card, such as the Goal Guage for any threshold charts. The maximum number of rows and columns possible is 5 each.

      For detailed information on how to add Widget Cards, check out this support page.

 

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