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Boards & Cards

Types of Cards

Freestyle Cards

Display any text, links, files, gifs, images, or videos on a Card.

Freestyle Cards are unstructured and customizable, giving you the creative freedom to use them however you want. You can add text, links, images, or videos. You can even embed information from another software platform if that platform allows for it

Freestyle Card Examples

Example of three Freestyle Cards on a Board

Freestyle Cards are often used to:

Call attention to people doing great work and point out some of the awesome Items in the system. You can even add links to the Card to take people straight to each Item for a closer look.
If you’re hosting any challenges or contests to do with your organization’s Lean efforts, you can post an announcement to a popular Board.
Post a schedule of any upcoming classes or seminars so that people can check on it whenever they want.
Put an image of your company’s True North or Strategic Pillars.
Create a navigation system within KaiNexus to various Boards or Items.

Keep reading to learn about the following:

Creating a new Freestyle Card
Embedding videos and webpages in Freestyle Cards
Editing an existing Freestyle Card

Create a Freestyle Card

Who can add a Freestyle Card?

The Board's Owner, if they have the "Create Boards" permission.
The Board's Editors, if they have the "Create Boards" permission.
Anyone with the "Board Administrator" permission for Boards in that Board's Location.

Boards can have up to 16 Cards. Once a Board has 16 Cards, you won't be able to add or copy additional Cards to that Board.

Add a new Freestyle Card

Open the Board with which you want to work, then:

Click Add in the top right corner of the Board.

A Board with an arrow pointing to the Add button-1

Click Freestyle in the resulting drop-down menu and the Freestyle Card will open.
- Card Name (required): The name will appear in the Card's primary header and can be used to identify this Card.

- Freestyle: Enter the text that will make up the body of the Freestyle Card using the Formatting Toolbar.

Pro Tip: Do you want to be an expert at formatting text spaces in KaiNexus? Check out this article to learn about all the ways you can use the Formatting Toolbar.

- Files: Add any files you would like to be included in the Freestyle Card by selecting + Add File.
  - Select the file on your computer.
  - You can also drag the file from your computer and drop it into the text area.
  - You can insert the file into the Freestyle Card by using Insert Existing File or by linking the file in an image. Both options are discussed in the Customizing your Freestyle Card section below.
When you are done formatting, select Preview & Add. A Preview of the Freestyle Card will open.
If everything in the preview looks right, select Save, and the Card will be created and added to the top left position on the Board.
- - If you need to make some changes, select Back to Edit.

Customizing your Freestyle Card

There are many ways to utilize Freestyle Cards beyond standard text. In this section, we discuss the options you have for customizing Freestyle Cards. When in the editing window of a Freestyle Card:

Select the smiling face icon to add an emoticon.
Select the image icon to add a picture to the Freestyle Card.
- You can either 1) drag and drop your image into the box, 2) click on the box to upload an image from your device, or 3) select the link icon to insert an image through a URL.
- Once inserted, select the picture to display additional formatting options such as alignment, size, and captions.
  - Replace: Swap out one image for another.
  - Align: Change whether the image is aligned to the right, left or center of the text area.
  - Image Caption: Add a caption to the image. It will be centered directly beneath the image.
  - Remove Image: Remove the image from the text area.
  - Insert Link: Transform the image into a link. Selecting the image will take the viewer to your URL of choice.
  - Display: Choose whether the image is displayed inline with the text or breaking the text.
  - Alternative: Add text that will appear as an alternative to the image if the image cannot be loaded on viewer devices.
  - Change Size: Adjust the width and height of your image in pixels. You can also click and drag the image corners to change its size.

Ofie Profile Pic Pro Tip: You can also turn an image into a link that downloads a document to the viewer's device when they select the image. To do this, find the URL for a document in the Files section of the Card editing window by editing the file link. Then copy and paste it into the Link option on the image.

Select the plus icon to see more options to customize Freestyle Cards.
- Insert Existing File: When you attach pictures or documents in the Files section of the Freestyle Card editing window, you can choose where to insert them into the Card.
- Insert Board Link: Selecting Insert Board Link allows you to select any Board that you have permission to view in a dropdown menu.
  - Select the Open in Existing Tab checkbox if you want the Board link to open in the existing tab instead of a new tab. This is a great option if you are using the Freestyle Card as a navigation tool.
- Insert Item Link: Selecting Insert Item Link allows you to search for any Items you have permission to view in a dropdown menu and add them as a link to the Freestyle Card.
  - The corresponding icon for that Item will appear beside the Item name.
  - Select the Open in Existing Tab checkbox if you want the Item link to open in the existing tab instead of a new tab.
- Insert Item List Link: Search for any of your Custom lists or Lists that have been shared with you in a dropdown menu, and add a Link to that List in the Freestyle Card.
  - Select the Open in Existing Tab checkbox if you want the Item List link to open in the existing tab instead of a new tab.
- Insert Link: Link to other websites on your Freestyle Card. Insert the URL and type the Text you would link to appear on the Card.
- Insert Table: Organize information on your Freestyle Card by adding a table.
  - Hover over the squares to determine how many rows and columns should appear in your table.

Ofie Profile Pic Selecting one of the cells of your table in the Card editing window will populate a window with more editing options. You can add table headers, insert more rows and columns, split and merge cells, and more.

Use Code View to embed videos and webpages in your Freestyle Card

Code View allows you to embed videos and websites in your Freestyle Card. This function is called an iframe.

Using an iframe on a Freestyle Card brings external content into KaiNexus, allowing you to see and interact with elements located outside of KaiNexus without leaving the app.

Here are some examples of how you can use this feature:

Embedding a process map from an online whiteboard platform to display procedures
Presenting data from a separate business analytics platform
Embedding training or informational videos
Displaying metrics from your ticketing platform

To add an iframe, you must first enter Code View. Enter Code View by selecting the </> icon on the top right of the Freestyle Card editing window.

Freestyle Card Edit Window - Code View

While in Code View, you can control the content of the Freestyle Card using HTML code. You can:

Embed videos in your Freestyle Card. To embed videos, you will need the HTML code of the embedded video. Many video platforms will have the option to copy the embedded video link to your clipboard. Paste the HTML into code view.
- Select the </> icon again to return to the normal Card editing view. You will see that the video has been embedded. Select Preview and Save to save your work.
Iframe a website to view a live webpage within your Freestyle Card. For example, if you want to iframe the KaiNexus Support Site into a Freestyle Card, then you would copy and paste the example iframe code below into Code View. Swap out the URL for any website you would like to iframe.
```
<p>

    <iframe src="https://support.kainexus.com/" width=" 1500px" height="800px"></iframe>

</p>
```
- Select the </> icon again to return to the normal Card editing view. You will see that the website has been embedded. Select Preview and Save to save your work.
- When viewing the Card, you can interact with the iframed website as if you were visiting that URL.

Edit a Freestyle Card

Locate the Card with which you want to work, then:

Click the ellipsis in the top right corner of the Card.

A Board with an arrow pointing to a Freestyle Cards ellipsis

Click Edit in the resulting drop-down menu.
- Make any necessary changes to the card name or freestyle.
- Click Preview & Save when you're finished updating the Card, and the preview will open.
- If everything in the preview looks right, click Save, and the Card will be updated.
  - If you need to make some changes, click Back to Edit.

Ofie Tip: You can edit an existing Link, Board Link, Item Link, or Item List Link by clicking on the Link in the editing window. This will bring up options to open the link, change the style, edit the link, or remove the link.