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Board terms

  • Board – A Board is a collection of Cards that show information relevant to the logged in user. A person can have access to as many Boards as they need, which may be public or private, and may assign one to be their default view. Many of our clients model their KaiNexus Boards after Huddle, Idea, or Kanban boards.

  • Public Board - A Board that can be viewed by anyone in the organization, but only edited by its Owner(s) or by someone with the Public Board Administrator permission.

  • Private Board - A Board that can be viewed only by the person who created it. Every user can create as many Private Boards as they want.

  • Default Dashboard – The Default Dashboard is a Board that has been selected to be displayed immediately upon each individual user's’ login. Clicking 2017-08-09_1155.png in the top right corner of any Board will set it as your default view.

  • Cards – Cards are used on Boards to organize information.

    • Improvement List – Show a list of improvements that meet certain filter criteria. 

    • Incident List - If your organization has the Incident Add-On activated, you can show a list of Incidents that meet certain filter criteria.

    • Project List – Show a list of Projects that meet certain filter criteria.

    • Task List – Show a list of Tasks that meet certain filter criteria.

    • Chart – Track important data points. A new chart can be created for the card, or an existing chart (one tied to an Improvement or Project, for example) may be displayed.

    • Chart List - Show a list of Charts that meet certain filter criteria.

    • Report - The Improvement Curve, Project Curve, User Engagement Summary, Impact Summary, and User Participation Summary Reports can be added to a Board.

    • Free Style - You can add a text Card formatted however you'd like to a Board.

    • X-Matrix - If your organization has the X-Matrix Add-On activated, you can add a customized X-Matrix to a Board.

    • Nested Board List - This Card will contain a list of all Boards nested directly under the Board to which it is added.

 

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