New Features

View a Board in the KaiNexus mobile app

Take your improvement work on the go with Boards in the mobile app.

Boards play a crucial role in managing improvement work in KaiNexus. Often the first thing users see when signing in, they offer key information to help you efficiently achieve your goals within the platform.

With the mobile app, you can easily view Boards and manage your entire workflow on the go, no desktop required.

Who can view a Board in the mobile app? 

Users with the "General" User Type can view a Board in the mobile app. 

The Boards section

Selecting "Boards" in the mobile app's navigation bar will show a list of your Boards. Select a Board to view it. 

Your default Board will always appear in the mobile app's Board section. Other Boards must meet the following criteria to be included in this section:

  • You are a Viewer, Editor, or Owner of the Board
  • The Board has been configured to "Show on Mobile."

How to show a Board in the mobile app

Ofie Profile PicImportant: You must have permission to edit a Board to show it in the mobile app. Only Board Owners and users with the "Board Administrator" System Role permission in the Board's Location can edit it. 

In the desktop app, navigate to the Board you'd like to appear in the mobile app, then: 

  • Select the Actions button at the top right of the Board. 
  • Select Edit Board
  • Under the Mobile header, select the Show on Mobile checkbox. 
  • Select Save

All users included in the Board's Viewers and Editors will now see the Board when they navigate to the Boards section in the mobile app. 

Search for a Board

If a Board is not shown in the Boards section, you can still find and view it in the mobile app, assuming you have permission to view the Board. 

To search for a Board:

  • Select Search in the mobile app. 
  • Up to 5 of your recently viewed Boards will be listed. Select a Board from the list to view it. 
  • If you are looking for a different Board, use the search bar to find it. 

Board Actions

Select the ellipses icon beside the Board's title to view actions.

  • Select Reload Board to refresh the Board. 
  • Select Board Link to copy a direct link to the Board on your clipboard. 

Ofie Profile PicPro Tip: You cannot edit Boards, edit Cards, or add new Cards in the mobile app. Use the desktop version for these actions. 

How do Cards work? 

All Card types are supported in the mobile app. Here are some tips on how Cards work in the mobile app:

  • The order of Cards in the mobile app corresponds to the positioning of Cards in the desktop app. Cards will be ordered starting with the first column in the first section of the Board. Subsequent columns from left to right will be displayed before moving down to the next section. You cannot change the order in which Cards are listed in the mobile app. 
  • You can expand a Card to full screen by selecting the expand icon in the Card's header. 

Limitations

  • The mobile app will hide and turn off any Board filters, Quick Filters, and Location filters on the Board. 
  • The mobile app does not support Calendar View. If an Item List Card is in Calendar View, it will be displayed in Detail View instead.
  • You cannot edit the data on Chart Cards in the mobile app. 
  • Selecting data points on Report Cards will not open a list of contributing Items in the mobile app.  
  • You cannot change correlations on X-Matrix Cards in the mobile app. 
  • Selecting Item Count, People Count, Impact, and Goal Widgets will not open a list of contributing Items in the mobile app.