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Item Workflow
The Basics
Logging In
My Account
FAQ
Boards & Cards
Boards
Cards
Common Board Designs
Item Workflow
Creating New Items
Teams
Other Information
Project Management
Improvement - Other Information
Task Management
Improvement Management
Improvement - Team
Improvement - Status
Project - Status
Project - Other Information
Charts
Item Lists
Views
Lists
People
Reports
Activity Reports
Attribute Reports
Impact Reports
Engagement Reports
Working with the Reports
System Reports
Admin
Users > User Management
Users > Titles
Users > Positions
Users > Employment Statuses
Users > Certifications
System > General
System > Timeline
System > Login Notices
System > Tooltip Customization
System > API Keys
Organization > Network
Organization > Level Types
Organization > Roles
Organization > Time Savings People
Organization > Standard Work
Organization > Weighted Scores
Organization > Fields
Organization > Attributes
Translation
KaiNexus Updates
New Features
3.x Release Notes
2.x Release Notes
Release Notes
Additional Modules
Advanced ROI Module
Branding Module
Chart Module
Compliance Module
Custom Badges Module
Kiosk Module
Milestones Module
Wallboard Module
X-Matrix Module
The KaiNexus Mobile App
Developer Documentation
API Setup
People API
Network API
Item Creation API
Item Export API
Item Update API
Chart Export API
Chart Update API
Lean Strategy
Coaching
Customization
Templates
Troubleshooting
Troubleshooting
Back to home
Help Center
Item Workflow
The Basics
Logging In
My Account
FAQ
Boards & Cards
Boards
Cards
Common Board Designs
Item Workflow
Creating New Items
Teams
Other Information
Project Management
Improvement - Other Information
Task Management
Improvement Management
Improvement - Team
Improvement - Status
Project - Status
Project - Other Information
Charts
Item Lists
Views
Lists
People
Reports
Activity Reports
Attribute Reports
Impact Reports
Engagement Reports
Working with the Reports
System Reports
Admin
Users > User Management
Users > Titles
Users > Positions
Users > Employment Statuses
Users > Certifications
System > General
System > Timeline
System > Login Notices
System > Tooltip Customization
System > API Keys
Organization > Network
Organization > Level Types
Organization > Roles
Organization > Time Savings People
Organization > Standard Work
Organization > Weighted Scores
Organization > Fields
Organization > Attributes
Translation
KaiNexus Updates
New Features
3.x Release Notes
2.x Release Notes
Release Notes
Additional Modules
Advanced ROI Module
Branding Module
Chart Module
Compliance Module
Custom Badges Module
Kiosk Module
Milestones Module
Wallboard Module
X-Matrix Module
The KaiNexus Mobile App
Developer Documentation
API Setup
People API
Network API
Item Creation API
Item Export API
Item Update API
Chart Export API
Chart Update API
Lean Strategy
Coaching
Customization
Templates
Troubleshooting
Troubleshooting
Item Workflow
Creating New Items
Create an Item
Create a new Item via Email
Plan an Item
Follow an Item
What is a Private Item?
See more
Teams
Simple Team
What is a Team?
Standard Team
Advanced Team
Author-Only Team
Edit a Team
See more
Other Information
Archive or Unarchive an Item
The Search Bar
Nest an Item
How to set an Item as Recurring
Respond to Comments via Email
Fishbone Diagrams
Check for similar items
Attach a File to an Item
What are Impact Types?
Save and Submit an Item as a Draft
How to set a personal Reminder on an Item
Impact Type Category - Cost Avoidance
The Escalation Module
Submit a Resolution for Approval
Activate a planned item based on another item’s start/end date
Resolve an Item
Convert an Item
Record Impact for a Time Savings Person
Fields, Attributes, and Dates History
Item Timeline
Review an Item
Escalate an Item
Transfer an Item
Delete an Item
Deescalate an Item
Snooze Item Notifications
Save an Item as an XLSX file
Item Impact Summary and Impact Over Time
How to Edit an Item’s Parent
Working with Item comments
Like, Acknowledge, or Bookmark an Item
Print/Save an Item as a PDF
Share an Item
Assign/Request an Item
Single Field Editing on Templates
Print/Save PDF a Board
Deleting in KaiNexus
Format your Items with Markdown
Copy an Item
Add images and Chart thumbnails to text areas
No Status and Non-Reportable Templates
Review a user's activity
Disable Default Team Role-based Email Notifications
What are Notifications?
Add a Link to your Items
Item Dates
"Like" or "Acknowledge" a comment
Configure the default View, settings, and filters on Nested Item Lists
See more
Project Management
Add a time tracking estimate or log work
Improvement - Other Information
Improvement Honor Roll
Bulk edit an Improvement's nested items
Change the View of an Improvement's nested items list
Edit an Improvement's Team
Update an Improvement's Resolution
See more
Task Management
Decline or accept a Task
Add a time tracking estimate or log work
Improvement Management
Add a time tracking estimate or log work
How to Edit an Improvement
Add a Score to an Improvement
Review an Improvement's Resolution
Add Standard Work to an Improvement
Transfer an Improvement
See more
Improvement - Team
The interaction between Roles and Improvements
Improvement Assigner
Improvement - Status
Assign an Improvement
Revert an Improvement to the "New" status
Defer an Improvement
Project - Status
Reopen an Item
Project - Other Information
Vote on an Item