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Cards are created in the Card View of the Achieve Outcomes dashboard. Depending on the option selected in the first of the two view dropdowns, the type of card available will vary. Each type of card has a different purpose and different capabilities. 

• If you choose Business Outcomes, you will be creating/editing Outcome cards for high-level outcomes and their corresponding key results. 
• If you choose Initiatives, you will be creating/editing Initiative cards, intended for the projects needed to achieve outcomes.
• If you choose Deliverables, you will be creating/editing Deliverable cards, intended for the deliverables of the projects needed to achieve outcomes. 

Getting Started

We suggest starting at the company level and creating Outcome cards for the 3-year, Annual, and Quarterly goals of the company first. After the company-level Outcome cards are created, work down through n-tier teams, enterprise teams, and multi-teams as necessary. Next, individual teams can create their Outcomes cards in the appropriate columns, usually 1-year and Quarterly outcomes. Once all Outcome cards are complete, teams can then work to create Initiative and Deliverable cards that relate to the appropriate Outcome cards.

Outcome Cards

Outcome cards are intended for high-level outcomes and their corresponding key results. Cards can be created for 3-Year Outcomes, 1-Year Outcomes, and Quarterly Outcomes.

Initiative Cards

Initiative Cards might capture key programs or strategic efforts that span multiple quarters and contribute to achieving an outcome. 

Project Cards

Project cards are intended for the projects necessary to achieve an outcome. These are typically broken down by quarter to be shown in the Timeline view for Projects. 

Milestone Cards

Milestone cards are intended for the milestones necessary to complete a project. These are typically broken down by sprint to be shown in the Timeline view for Milestones. 

Story Cards 

Story cards are intended for the actionable stories that drive day-to-day work within a sprint. These are typically broken down by sprint to be shown in the Timeline view for Stories. 

Create a Card

Remember that the columns on the board change as the views in the two view dropdowns change. Learn about the various views. Select the correct team/level in the left navigation and the right view in the dropdowns first. Then, click the "plus" button in the correct column to create a new card. If you cannot click the plus icon, you do not have permission to create cards at this level.

The card that opens will vary based on the view selected. 

Outcome cards look like the below example. Notice the section between the Title field and the Description, as well as the tabs under the Description box. Also, notice the Tag section on the right side of the card.

Initiative cards look like the below example. Notice the section between the Title field and the Description, as well as the tabs under the Description box. Also, notice the Additional Details section on the right side of the card.

Stories cards look like the below example. Notice the section between the Title field and the Description, as well as the tabs under the Description box. Also, notice the Additional Details section on the right side of the card.

Top of Card Information/Save Options

At the top of each card you will see information about the card, the Overall Progress bar and several options. 

In the upper left corner, the view the card was created in will be displayed, along with the name of the team level on which the card was created. 

The Overall Progress bar will show in the middle of the card.

• This updates as progress on Key Results for the card is made for Outcomes cards.
• For Initiatives cards, the overall progress bar updates as progress on related Deliverables is made.
• For Deliverables cards, the overall progress bar updates as progress on Checklist items is made.
  • However, if the Deliverables card is a parent card to other Deliverables and has the Sub-Deliverables tab:
    • The parent Deliverables card's overall progress bar will be updated based on the progress of the sub-deliverables and not the checklist items.
    • The sub-deliverables card's overall progress bar will be updated based on the progress of checklist items.   

In the upper right corner. you will see the permission level you have for this card. The options are Read & Write, Read Only, and Private.

If another user has the same card open, you will see a message telling you so. If two people work on the same card at the same time, one or both may not see their changes saved. We recommend closing the card and working with the other user to take turns editing the card.

Click the down arrow next to Save and you'll see Save and Close as an option. 

After clicking Save, wait for the Successfully saved message to appear before closing the card. If you click Save & Close, the card will save and then close automatically.

If you lose your internet connection while working in the dashboard, you can still make changes but the data will be saved in your browser. You will need to save the card once you have access again to save your changes to the dashboard. You will see the below message:

You can tell which cards were created without internet access because they will have the cloud icon noted below:

Once access is restored, you can open the card and save it. You may need to make a small change to activate the Save button. Locally saved cards will be deleted from your browser after 5 days.

Clicking on the color palette icon will open a modal allowing you to add a color to the upper left corner of the card as well as the progress bar. Click the red circle image to remove the color from the card. Choosing the gray color block will set the card back to the default gray color.

The color you choose will also show on the card when viewing the dashboard and can be used for filtering later.

Click the trash can icon to delete the card - you will be asked to confirm deletion. Click the double arrow icon to expand the size of the card to fill your screen. Click the X to close the card - you will be asked to save your changes if changes have been made. 

Title

Give the card a title that is memorable, inspirational, and descriptive of what you want to achieve. You'll see this title on the dashboard amongst all the other card titles so make sure it's clear.

Description

The Description area lets you record a description of this card, its purpose, why it's important, etc. 

Rich-text formatting is available for this portion of the card. Begin typing a description and the formatting bar will appear.

Stats

The stats area on an Outcome card differs from the same area on Initiatives and Deliverables cards slightly. 

On an Outcome card, you can set the Status and Health of the card. The Priority Score section is meant to help you prioritize outcome cards in the same column amongst each other. You can search for an AgilityHealth user in your company in the boxes for Owner and Sponsor and add multiple of each if you wish. 

On Initiatives and Deliverables cards, you can also set the Status and Health of the card, as well as enter a Priority Score and assign one or more Owners. Additionally, you can select a Start and End Date for the card and select a Parent card.

Tags

On Outcome cards, if tags have been set up by your Company or Business Line Admin, you can choose to add a tag to the card. This will allow it to show up when using the filter for the dashboard. To see the list of available tags, put your cursor in the Select Tags field.

Select one or more tags. They will then show in the Select Tags field. To delete a tag, click the x in the tag. 

The tag(s) you choose will also be shown on the card when viewing the dashboard and can be used for filtering. Tags can also have colors assigned to them if set up that way by your Company or Business Line Admin. The tags themselves are not colored but when using the filter option for the dashboard, a color legend will be visible. 

For Initiatives and Deliverables cards, a tag is added automatically with the name of the column in which the card is created and cannot be deleted. See the Additional Details section for more information.

Additional Details

Initiatives and Deliverables cards have an Additional Details section that encompasses information about the Owning Team, Sponsors, Supporting Teams and Tags. 

The Owning Team is populated automatically and will be the name of the team level in the left navigation at which the card was created.

You can choose one or more AgilityHealth users by typing in their names as Sponsors.

In the Supporting Teams field, you can add additional teams in your company that would be supporting the Initiative or Deliverable along with the Owning Team.

A tag is added automatically with the name of the column in which the card is created. If needed, you can add additional tags. The card will then be duplicated and show up in each column that was tagged. One tag must remain on each Initiative and Deliverable card and cannot be deleted.