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Adding Cards

Who can add a Card to a Board?

If the Board to which you want to add a Card is:

  • Public, a Public Board Administrator or one of the Board’s editors.

  • Private, the Board’s owner.

 


How do I add a Card to a Board?

  • Open the Board to which you want to add a Card.

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

screenshot_template.jpg

  • In the resulting drop-down menu, click on the type of Card you want to add. You can choose between:
    • 2017-12-18_1636.png - A compilation of Improvements which fit your selected criteria.

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

    • 2017-12-18_1637.png - A compilation of Incidents which fit your selected criteria. NOTE: Your organization must have the Incident Add-On to see this option.

    • 2017-12-18_1637_001.png - A compilation of Projects which fit your selected criteria.

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

    • 2017-12-18_1637_002.png - Acompilation of Tasks which fit your selected criteria.

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

    • 2017-12-18_1637_003.png - A compilation of Charts which fit your selected criteria.

    • 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 either the Improvement Curve, Project Curve, User Engagement Summary, Impact Summary, or User Participation Summary Reports.

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

    • 2017-12-18_1638_001.png - Add 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.

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

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

  • Click .

 

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