Help Center
Submit a Support Ticket
Go to Customer Portal
Sign in
Item Workflow
Getting Started
Signing In
Getting Around
My Account
KaiNexus Fundamentals
Notifications
Frequently Asked Questions
Boards & Cards
Introduction
Board Configuration
Board Management
Board Actions
Types of Cards
Card Management
Common Board Designs
Item Workflow
Create New Items
Teams
Actions
Statuses
Resolution
Item Management
Other Information
Charts
Types of Charts
Editing Charts
Working with Chart Data
Item Lists
Creating Lists
Views
Working with Lists
Sharing Lists
People
The Basics
People Lists
Badges
Reports
Working with the Reports
Activity Reports
Engagement Reports
Impact Reports
Attribute Reports
System Reports
Admin
Users > User Management
Users > Titles
Users > Positions
Users > Employment Statuses
Users > Certifications
System > General
System > Timeline
System > Login Notices
System > Email
System > Tooltip Customization
System > API Keys
Organization > Network
Organization > Level Types
Organization > Roles
Organization > Goals
Organization > Impact Types
Organization > Standard Work
Organization > Weighted Scores
Organization > Workflows
Organization > Templates
Organization > Fields
Organization > Attributes
Organization > Multi Chart Importer
Other
KaiNexus Updates
New Features
3.x Release Notes
2.x Release Notes
Release Notes
Additional Modules
Intro to Add-On Modules
Advanced ROI Module
Branding Module
Chart Module
Compliance Module
Custom Badges Module
Escalation Module
Groups Module
Kiosk Module
Milestones Module
Multi-Language Module
Wallboard Module
X-Matrix Module
The KaiNexus Mobile App
Developer Documentation
Introduction to API
People API
Network API
JSON Item API
XLSX Item API
JSON Chart API
XLSX Chart API
Widget API
Attribute Value API
Impact Value API
Lean Strategy
Coaching
Template Customization
Configuration Options
Troubleshooting
Account Issues
System and Network Issues
Back to home
Help Center
Item Workflow
Getting Started
Signing In
Getting Around
My Account
KaiNexus Fundamentals
Notifications
Frequently Asked Questions
Boards & Cards
Introduction
Board Configuration
Board Management
Board Actions
Types of Cards
Card Management
Common Board Designs
Item Workflow
Create New Items
Teams
Actions
Statuses
Resolution
Item Management
Other Information
Charts
Types of Charts
Editing Charts
Working with Chart Data
Item Lists
Creating Lists
Views
Working with Lists
Sharing Lists
People
The Basics
People Lists
Badges
Reports
Working with the Reports
Activity Reports
Engagement Reports
Impact Reports
Attribute Reports
System Reports
Admin
Users > User Management
Users > Titles
Users > Positions
Users > Employment Statuses
Users > Certifications
System > General
System > Timeline
System > Login Notices
System > Email
System > Tooltip Customization
System > API Keys
Organization > Network
Organization > Level Types
Organization > Roles
Organization > Goals
Organization > Impact Types
Organization > Standard Work
Organization > Weighted Scores
Organization > Workflows
Organization > Templates
Organization > Fields
Organization > Attributes
Organization > Multi Chart Importer
Other
KaiNexus Updates
New Features
3.x Release Notes
2.x Release Notes
Release Notes
Additional Modules
Intro to Add-On Modules
Advanced ROI Module
Branding Module
Chart Module
Compliance Module
Custom Badges Module
Escalation Module
Groups Module
Kiosk Module
Milestones Module
Multi-Language Module
Wallboard Module
X-Matrix Module
The KaiNexus Mobile App
Developer Documentation
Introduction to API
People API
Network API
JSON Item API
XLSX Item API
JSON Chart API
XLSX Chart API
Widget API
Attribute Value API
Impact Value API
Lean Strategy
Coaching
Template Customization
Configuration Options
Troubleshooting
Account Issues
System and Network Issues
Item Workflow
Create New Items
Create an Item
Create a new Item via Email
Teams
What is a Team?
Advanced Team
Author-Only Team
Simple Team
Standard Team
Follow an Item
Custom Team Roles
Participating Locations
See more
Actions
Edit an Item
Edit an Item’s Parent
Edit an Item's Team
Check for similar Items
Share an Item
Save an Item as an XLSX file
Print/Save an Item as a PDF
Add default print settings to a Template
Edit an Item's Locations
Escalate an Item
Review an Item
Get reminded about an Item
Snooze Item Notifications
Configure an Item to recur
Transfer an Item
Convert an Item
Copy an Item
Add a time tracking estimate or log work
Reset an Item's panels
Reset an Item's Nested Item Lists
Archive or unarchive an Item
Delete an Item
Comments, Updates, and Notes
How to use the Formatting Toolbar
See more
Statuses
Activate or Assign an Item
Decline or accept an Item
Defer an Item
Plan an Item
Reopen an Item
Complete an Item
Revert an Item to the New status
Save and Submit an Item as a draft
Custom Statuses
See more
Resolution
Submit a Resolution for Approval
Review an Item's Resolution
Change or No Change Question
What are Impact Types?
Update an Item's Resolution
Record Impact for a Time Savings Person
See more
Item Management
Manage an Item's links
Attach a File to an Item
Add Standard Work to an Item
Bulk change nested Items
Change the View of a Nested Item List
Change the filters on a Nested Item List
Deescalate an Item
View the history of Fields, Attributes, and dates
Fishbone Diagrams
Honor Roll
Add a nested Item
Manage an Item's Weighted Scores
Single Field Editing on Items
Can I link to local files from within KaiNexus?
See more
Other Information
Item Dates
Private Items
Understand an Item's Reports
The Item Timeline
Like, Acknowledge, or Bookmark an Item
Like or acknowledge a Comment, Update, or Note
Respond to Comments, Updates, and Notes via Email
Voting
No Status and Non-Reportable Templates
Disable Default Team Role-based Email Notifications
Impact Attributes
Adjust the heights of an Item's panels
Due Date Syncing
See more