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Nest a Board under another Board

Nesting Boards in KaiNexus allows you to show the relationships between key metrics, Projects, and Improvements throughout all levels of your organization by creating a nesting structure for interrelated Boards. This is critical for implementing strategy deployment.

NOTE: You can only nest Pubic Boards within other Public Boards. A Public Board cannot be nested underneath a Private Board.

NestingPublicBoards.jpg

Who can nest a Board?

  • The Board Owner.

  • Any of the Board's Editors if that Board is in a Network Location they can access.

  • Anyone with the "Board Administrator" permission if that Board is in a Network Location they can access.

 

How do I nest a Public Board?

Either start creating a new Board or editing an existing Board, then:

  • In the "Create Board" or "Edit Board" window (whichever is applicable), make sure that "Make Public" is checked. If it's not, check it now.

  • In the "Nest Under" field, choose under which Board you would like to nest this Board.

    Leaving this field blank will make this a top-level Board.

  • Click 2018-04-18_1333.png.

 

Nesting Private Boards

PRO-TIP: You can also nest your Private Boards underneath other Private Boards.

NOTE: You can only nest Private Boards within other Private Boards. A Private Board cannot be nested underneath a Public Board. 

NestingPrivateBoards.jpg

 

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