Business Outcomes: Settings
Company Admins and Business Lines Admins can adjust settings on the Business Outcomes Dashboard. After going to the Business Outcomes Dashboard, click the Settings link.
In the Settings area, you can create Custom Fields, edit Categories and Tags, update Dashboard Settings, Manage Permissions, and Manage Notifications. This area is available when in Card View.
Custom Fields
Some companies may create custom fields to populate the Custom Fields tab on cards. A custom field can be used to track company-specific information not already included on a card. Below, the examples are Sponsor Name and Investment Code. Custom fields you create will be available to your entire company, for all card types.
To add, edit, or delete custom fields, in the Settings area, choose Manage Custom Fields. You will be redirected to the global settings page for Business Outcomes for now. In the future, this will be adjusted so that you remain in the dashboard when updating this setting.
On the Manage Custom Fields page, you can add a custom field by clicking the + Add Custom Field link. Edit an existing field by putting your cursor in the box and editing the text. Delete an existing field by clicking the trashcan icon. Rearrange the order of existing fields by clicking and holding, then dragging the eight-dot image to the left of each field name. Click Save when you are finished editing.
Categories and Tags
The Business Outcomes Dashboard by default has five views available in Card View: Business Outcomes, Initiatives, Projects, Deliverables, and Stories. Company Admins and Business Lines Admins can rename these labels to titles that better suit your company.
The Business Outcomes view has two categories or tag labels, which cannot be edited: Annually or Quarterly.
The Projects, Milestone, and Stories views both have two categories or tag labels by default - Sub-Teams, which cannot be edited, and either Initiatives Timeline and Deliverables Timeline, which can be renamed.
Additional categories or tag labels can be created for any of the three views by Company Admins and Business Lines Admins. When a category or tag label is created, it becomes available in the drop-down as another view, and any tags created within this category become the column headings displayed on the dashboard.
In the below example, the category or tag label created was Line of Business and the tags created were Auto, Cable, Electric, Water, and CFA, shown as column headers.
Once created, users will see categories or tag labels and be able to select multiple tags to filter by in the filter dropdown in the upper left of the Business Outcomes Dashboard.
Once created, tags for each view can be added to a card for that view in the Tags dropdown.
When you create categories or tag labels and individual tags within those categories, they will be available to your entire company. To add, edit, or delete categories or tag labels and tags, in the Settings area, choose Manage Business Outcomes Tags. You will be redirected to the global settings page for Business Outcomes for now. In the future, this will be adjusted so that you remain in the dashboard when updating this setting.
You will see each category or tag label in its own box, with the correlating individual tags beneath. Add a category by selecting which view you wish to customize and then clicking the +Add Tag Label link.
You can add a tag to a category by clicking the + Add Tag link. Edit an existing tag by putting your cursor in the box and editing the text. You can also pick a color for each tag, if you wish, by clicking the color palette icon.
If you would like to move a board with tags to a different category (example, from Business Outcomes to Initiatives), you can do so by selecting the edit button and selecting a new category.
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 their corresponding color.
Delete an existing tag by clicking the trash can icon. Rearrange the order of existing tags by clicking and holding, then dragging the six-dot image to the left of each tag name. Click Save when you are finished editing.
Turning on the Kanban Mode Toggle for a category will allow cards to be moved from column to column when that category is selected as the view.
Dashboard Settings
To enable or disable dashboard settings, visit Dashboard Settings in the Settings area. You will be redirected to the global settings page for Business Outcomes for now. In the future, this will be adjusted so that you remain in the dashboard when updating this setting.
Company Admins and Business Lines Admins can choose to change the settings to display the company-level 3-year outcomes (the first column of the board) at every level of the dashboard as users select different levels in the left navigation or they can turn this off. This change will be shown to the entire company when enabled and not available to the entire company when disabled.
Adjust the Display Company Level Outcomes on Every Level toggle so that it is positioned to the right of the screen to enable and do the opposite to disable.
You can also adjust how the filter for tags in the upper left of the dashboard works. To filter cards that meet all of the tags selected in the filter, change the toggle to AND. To filter cards that meet any of the tags selected in the filter, change the toggle to OR.
You can change the labels for different views/card types by clicking the Edit Label link next to the one you wish to change. This change will take effect for your entire company.
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