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The List View

The List View is a way of looking at a list of Items in KaiNexus. With this view, you can see a grid of Items to which you can add or remove columns and control exactly what information should be visible. 

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What does the List View show?

Whatever you want!

 

By default, a list in the List View will show the following columns:

  • Color Status

  • Status

  • Template Type

  • Title

  • Facilitator

  • Responsible

  • Start Date

  • Due Date

  • Completed Date

  • Last Updated Date

 

The List View lets you add, remove, or rearrange columns to display the exact information from your Items to your liking. You can add columns for the ID, Title, Status, different Team Members, Dates, Locations, information about nested Items, Impact, the number of likes, Fields, Attributes, and even Weighted Scores.

 

Don’t want to see something? Just remove it from the list.

 

Clicking any of the Items within the list will open up the Item in a new module.



How to add or remove columns to your List?

ListView6.jpg

 

To add or remove columns to your List:

  • Click Ellipses.png at the top right of the List View under your profile image.

  • In the resulting drop-down menu, click the Edit.pngnext to the current View Type.

EditColumns.jpg

In the resulting window:

  • Add a new column by clicking on the “Search for Columns…” drop-down near the top.

  • This will open up a drop-down where you can either scroll down the list of available options or you can type to search for a specific column and just click on your desired column you wish to add to your List.

NOTE: Column options include Common Item identifiers, Team roles, Date options, Status types, Resolution Impact types, Fields, Attributes, and Weighted Scores.

 

  • Define the width of the columns by clicking under the “Min Width” or “Max Width” for the corresponding column.

NOTE: Column width is measured in Pixels.

 

  • To remove an individual column, hover over the column you wish to remove and click the X-Delete.png.

  • Click “Clear Columns” to remove all columns from the list.

  • When you’re ready, click Save.png.

NOTE: This can also be done for Item List Cards that are on a Board. For more information, check out this support page.



Accessing the List View

First, click “Lists” Lists_section.png in the left navigation bar.

 

The list will be displayed in the layout you last viewed it in. If the list is not already in the List View:

  • Click Ellipses.png in the top right corner of the page.

  • In the resulting drop-down menu, click ListView.png.



Filtering the List View

 

The List drop-down

The List drop-down is the blue bar at the top of the list that reads something like “Entire Organization” - depending on the custom list you are currently viewing.

ListView2_copy.jpg

By default, you will view the custom list you were last viewing within the Lists section. Clicking on the blue bar will open a drop-down menu where you can select from other custom lists you have saved or create a new custom list.




The Quick Filters

Along with some of the other view types, List View has several quick filter options so that you can easily and quickly apply specific filters to your list. These filters are:

 

  • My Role on Team - This refers to the Team Role(s) of an Item

ex: Selecting Responsible will pull up all of the Items that you are marked as the Responsible Person for within the system.

  • Status - This refers to the KaiNexus statuses of an Item

ex: Selecting Active will pull up all of the Items that are in the Active status within the system. 

 

  • Location - This refers to the Network Location of an Item

ex: Selecting Manufacturing will pull up all of the Items that are within the “Manufacturing” Network Location within the system.

  • Workflow - This refers to the KaiNexus Workflow type of an Item

ex: Selecting Improvement will pull up all of the Items that are of the Improvement Workflow Type (Lightbulb icon) within the system.

 

  • Template Type - This refers to the Template Type of an Item
    NOTE: These will be unique for your organization

ex: Selecting A3 will pull up all of the Items that are of the A3 Template Type within the system. 

ListView3.jpg

The Advanced Filters

If you want to add more types of filters and combinations of filters, you can use the advanced filters. To do so:

ListView4.jpg


List View Options

The List View has several different view options that can vary how the Items are displayed on your List. 

ListViewOptions.jpg

To edit these View Options:

  • Open up your list in the List View

  • Click Advanced_Item_Filter.png near the top right of the list.

  • Within the Filter window and below the Rules section, there is a section for View Options

  • For the List View:

    • There’s an option for “Wrap Text” which will wrap the text of the fields on your Items within their respective columns. If unchecked, the text will trail off with an ellipses if the text goes beyond the column width.

    • There’s an option for “Show Archived” with the following:

      • Exclude Archived - Selecting this will not include any Items that have been archived that also match your filters set within your list.

      • Only Archived - Selecting this will only include any Items that have been archived that also match your filters set within your list.

      • Both - Selecting this will include both archived and un-archived Items that match your filters set within your list.

    • Check the box next to “In Financial Columns, include children of any status” to aggregate the impact of nested Items of any status, not just Complete status, within your financial impact columns.



Switch to another View Type. 

You can switch to any of the other View Types if you want to get different information at a glance.

 

To switch to the Detail View:

  • Click Ellipses.pngat the top right corner of the List View under your profile image.

  • In the resulting drop-down menu, click DetailView.png.

ListView5.jpg



To switch to the Tree View:

  • Click Ellipses.pngat the top right corner of the List View under your profile image.

  • In the resulting drop-down menu, click TreeView.png.

ListView7.jpg

To switch to the Kanban View:

  • Click Ellipses.pngat the top right corner of the List View under your profile image.

  • In the resulting drop-down menu, click KanbanView.png.

ListView8.jpg

To switch to the Gantt View:

  • Click Ellipses.pngat the top right corner of the List View under your profile image.

  • In the resulting drop-down menu, click GanttView.png.

ListView9.jpg

To switch to the Calendar View:

  • Click Ellipses.pngat the top right corner of the List View under your profile image.

  • In the resulting drop-down menu, click Calendar_View.png.

ListView10.jpg


View the total impact of all Items in the list

If you want to know the total impact of every Item within the list, you don’t have to open each one and add it up. Just open the Impact window and the system will automatically do it for you! To do so:

  • Click Ellipses.pngat the top right corner of the List View under your profile image.

  •  In the resulting drop-down menu, click ViewImpactonListButton.png.

ListView11.jpg

The Impact Summary pulls impact data from every Item within the list. If an Item within the list has Items nested underneath them that are not included within the list, the Impact Summary will include that data from each of those nested Items.

ListImpactSummary.jpg

The Impact Summary gives you the total breakdown of the list’s impact, including:

  • The total cost savings, cost avoidance, revenue generation, and time savings are displayed at the top of the page. Hover over the underlined values or click Expand_Report.pngto see a further breakdown for each category.

NOTE: If your organization is taking advantage of the Cycle Time, Lead Time, or Takt Time Impact categories as a part of the Advanced ROI Module, then they will appear at the top of the page as well.

 

  • The donut chart tells you how many Items have resulted in each of the change, no change, or your organization’s customized third option (if your organization has created any).

    • Clicking the green section of the donut will display all the “change” outcomes in the bar chart to the right.

    • Clicking the gray section of the donut will display all the “no change” reasons in the bar chart to the right.

    • Clicking the dark gray section of the donut will display all the “third option” reasons in the bar chart to the right.

  • Hovering over each section of the donut chart will display the percentage of Items that have resulted in that outcome.

  • Beneath the donut chart, the total number of completed Items within the list is displayed. Click that number to open up a list of all relevant completed Items.

  • The right side of the page is taken up by a bar chart which tells you many Items resulted in each of the change, no change, or third option outcomes.

  • Clicking any of those bars to open a list of all relevant Items which have resulted in that impact outcome.

NOTE: If the bar says that 14 Items have resulted in that impact outcome but only 11 Items are shown when you click into the bar, this is most likely because you do not have permission to see the other 3 Items. If you don’t have permission to view any of them, none will be shown.

 

  • Beneath the bar chart, the total number of Items that have resulted in a change or in no change (depending on the donut chart’s setting) will be displayed. Click that number to open up a list of all relevant Items that resulted in either change or no change.



Export the list of Items

You can quickly export the entire list of Items. For more information, check out this support page.

 

To export the list as an XLSX file:

  • Click Ellipses.png at the top right corner of the List View under your profile image.

  • In the resulting drop-down menu, hover over ExportButton.png.

  • In the resulting sub-menu, click SaveXLSXButton.png.

ListView12.jpg

In the resulting window:

  • Decide what format you wish to export the names of the Team Members in.

  • Click the button next to “Include All Columns” to have all the system defaulted columns be included on your Item list export.

  • Click the button next to “Include Current Columns” to have only columns that are shown on the list and are part of the system defaulted columns be included on your Item list export.

  • When you’re ready, click Save.png.



To export the list as a PDF:

  • Click Ellipses.png at the top right corner of the left side of the List View.

  • In the resulting drop-down menu, hover over ExportButton.png.

  • In the resulting sub-menu, click Print_Save_PDF.png.

ListView13.jpg

In the resulting window:

  • In the “Page Size” drop-down, choose the size of the page between Letter (8.5” x 11”), Legal (8.5” x 4”), A3 (11” x 17”), A4 (8.3” x 11.7”), or Custom (You can set your own length and width parameters in inches or millimeters).

  • In the “Scale” drop-down, choose how much you want to scale the size of the PDF. The lower the percentage, the more content you can fit on a single page.

  • Decide whether the PDF should be in “Portrait” or “Landscape” layout.

  • Check the box next to “Exclude Private Items” if you don’t want private Items to be included on export. This is useful if you will be sharing the document with people who should not see any information related to private Items.

  • Check or uncheck the boxes next to the column headers to include or un-include them on the PDF.

  • When you’re ready, click Print.png.



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