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Card View 

Choose Card View to see all the cards that have been created on the dashboard. These drive the items that show on the Overall Performance view. There are five views currently available for the Card View of the dashboard.

• Business Outcomes 
• Initiatives 
• Projects 
• Milestone 
• Stories 

Depending on the selection, you will see different options available in the second dropdown. It's important to note that some Admin users can rename the Initiatives and Deliverables views to something that makes more sense for your company so those views may have different names. 

Card View: Business Outcomes 

When you are in the Card View, Business Outcomes is the default view. You can choose Annually or Quarterly from the drop-down for Business Outcomes to change the blue columns.

Annually - Blue Columns:

The blue columns when Annually is selected will be 3-Year Outcomes and 1-Year Outcomes, by default. Some Admin users can rename these columns so they may have different names in your company.

Depending on your company's settings, the cards in the first blue column (3-Year Outcomes) may filter down so you see them no matter what level you have selected in the left navigation. This is only true when Business Outcomes and Annually are selected as the view. This setting can be turned off for all users in your company in the Business Outcomes Dashboard Settings.

Quarterly - Blue Columns:

The blue columns will adjust to 1-Year Outcomes and Quarterly if you select Quarterly in the second view dropdown. Again, these column names may have been renamed for your company.

Annually or Quarterly - Purple Columns:

Whether you have selected Annually or Quarterly as the view in the second dropdown, the purple columns represent the teams directly below the level you have selected. These are the teams that are sub-teams for the level you have selected. 

When the company level is selected, cards created in the purple team columns will display at the company level, and will also display when you go to that team level in the left nav. The opposite is also true - if you create a 1-year or Quarterly card on a team's level, when you go up a level, you will see those cards in the team's purple column. 

If you select a row in the left navigation that is an individual team, you will not see any purple columns displayed, as no teams are sub-teams to those individual teams. 

Card View: Initiatives 

Card View: Projects 

When Projects is selected as the view, you'll see by default two options in the second dropdown - Sub-Teams and Timeline. The Initiatives label in the dropdown can be edited for your company, as can the Timeline label and the corresponding column titles. 

When Sub-Teams is selected in the second dropdown, the columns shown will be a purple column for each sub-team of the parent team selected in the left navigation. The purple columns will show the cards created at this level by that sub-team.

When Timeline is selected in the second dropdown, you will see a blue column for each quarter. By default, the Timeline view has four quarters. The names of both the view and columns can be changed by a Company or Business Line Admin and may differ for your company. You will see cards for the level you have selected in the left navigation, as well as their sub-teams. A label in the upper right corner of each card indicating the team level the card was created on will display.

Card View: Milestone 

Card View: Stories

When Stories is selected as the view, you'll see by default two options in the second dropdown - Sub-Teams and Timeline. The Stories label in the dropdown can be edited for your company, as can the Timeline label and the corresponding column titles. 

When Sub-Teams is selected, the columns shown will be a purple column for each sub-team of the parent team selected in the left navigation. The purple columns will show the cards created at this level by that sub-team. 

When Timeline is selected, you will see a blue column for each sprint. By default, the Timeline view has six sprints. The names of both the view and columns can be changed by a Company or Business Line Admin and may differ for your company. You will see cards for the level you have selected in the left navigation, as well as their sub-teams. A label in the upper right corner of each card indicating the team level the card was created on will display.

Card View: Progress and Velocity

Each column and individual card will display a progress bar, providing a clear visual representation of work progression. For Outcomes, progress is calculated based on the number of cards within the column and the cards completion. For Projects, Milestone, and Stories progress is calculated based on the number of completed checklist items within the card.  

Each individual card will also show the total number of items, and items that are completed. 

Velocity calculates the average total items across the board, divided by the total number of columns. 

Card View: Roll-up Toggle

The Roll-up Toggle feature allows users to show or hide the child cards under the parent team (example, seeing all of the sub-team cards underneath a Multi-Team).

When the roll-up view is activated, users are presented with a high-level overview of multiple cards, enabling quick insights into overall performance.

By toggling the feature on, the view expands to reveal detailed information and insights for each individual card. This functionality allows users to effortlessly switch between an overview of sub-team cards for a broader perspective or delve into detailed views for more in-depth analysis.

Card View: Additional Views

Additional categories can be created for each view for your company, allowing you to create and see cards related to these categories by changing the view in the upper right corner of the dashboard.

When a category is created, it becomes available in the drop-down as an additional option for that view, and any tags created within this category become the column headings displayed on the dashboard.

Learn how to edit, create, and delete categories.

Card View: Filtering

The filter dropdown in the upper left corner allows users to filter the dashboard by Tags that have been created by your Company Admin or Business Line Admin and added to cards.

When filtering with tags, multiple tag filters can be applied and cards that have one or all the filters selected will show on the dashboard, depending on your company's dashboard settings. 

Make your selections and be sure to click OK to save your filter. To remove the filter, click the Filter dropdown again and click Clear, then OK. 

When you filter cards on the dashboard, an infographic will appear showing you how many cards for each filter choice are showing on the board, along with each tag's corresponding color.

Clicking on the funnel icon will open a modal allowing you to pick what color of cards you would like to see on the dashboard.

The colors correlate to the color picked inside the card when using the color palette icon and show on the left side of each card, as well as in the overall progress bar.

Click on the colors of your choice and cards with that color selected will show on the dashboard. Choosing the gray color block will include all cards with no color selected. Click the red circle image to remove your selections. 

Card View: Search Cards

The Search Card field is available to search for a card in the current view and the current level selected in the left navigation. You can search using a team's name or by keywords in the title or description of a card. 

If you do not find the card you're searching for, try a different view or a different level in the left navigation.

Card View: Exporting to Excel and PDF

You can export your cards to an Excel spreadsheet or a PDF document using the icons to the right of the view selector. Any filters will be saved in the export as well. This is useful when you want to share certain items with leaders who do not have access to AgilityInsights® or need this information in Excel or PDF.