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

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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

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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
• Status History

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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

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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?

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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

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