Help Center

Back to home

Help Center

Item Workflow

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