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Purpose

Each card in Business Outcomes is more than just a task it’s your command center for managing everything that drives success! 

At the bottom of every card, you’ll find a set of detail tabs that organize all the moving pieces from Key Results and Child Cards to Risks, Checklists, and more.

These tabs turn your card into a one-stop workspace where you can see progress, track dependencies, manage documentation, and stay connected to every part of your project or objective. 

Business Case

As a user, you can use the Card Details Tabs to manage every detail of your work all in one place so that you can maintain focus, alignment, and visibility without bouncing between screens.

From here, you can:

• Link Key Results and Child Cards to connect work across levels.
• Identify Risks and Obstacles before they become blockers.
• Attach Documents or Links to centralize context and resources.
• Track Checklists and Action Items to ensure nothing slips through the cracks.
• Update Progress and visualize performance right inside the card view.

This centralized setup keeps your teams aligned, your work transparent, and your outcomes fully traceable from start to finish. 

Overview

When you open a card, scroll down to the bottom section that’s where the magic lives! You’ll see multiple tabs that organize all of your supporting data, giving you a complete 360° view of your work.

Each tab acts as a container for key information such as:

• Key Results – measurable goals that show progress and performance.
• Child Cards – connected work items that roll up into this card.
• Risks & Obstacles – potential issues or blockers that need attention.
• Checklists – smaller to-do items or milestones tied to completion.
• Documents – attached files, links, or resources related to your card.
• History – activity logs showing updates and ownership changes.

Depending on whether you’re in a Business Outcome Card or a Project Card, these tabs may look slightly different but they all serve the same purpose: bringing clarity, organization, and accountability right to your fingertips. 

Key Results Tab

The Key Results tab is where you track measurable indicators of success for your card.
Key Results (KRs) represent specific, quantifiable metrics that define progress toward an objective. They answer the question:

“How will we know if we’ve achieved this outcome?”

From this tab, you can:

• Add or link existing Key Results to your card.

• Enter baseline, target, stretch, and actual values to measure performance.

• Assign owners responsible for maintaining updates.

• Track progress percentages as metrics evolve over time.

Each Key Result directly contributes to the card’s overall progress score and helps visualize impact across strategic or operational levels.

You’ll find more details on Key Result fields in the “Key Results Details” article here.

Children Tab

The Children tab displays any cards that roll up under the current card, forming part of your organizational or strategic hierarchy.

This tab functions slightly differently depending on the type of card:

Business Outcome Cards

For Business Outcome Cards, the children typically include:

• Key Results, which measure the progress of the parent outcome.

• Child Outcomes, which can represent annual or team-level outcomes that contribute to higher-level strategic goals.

• Project Cards can also be associated with Business Outcome Cards to represent the initiatives or work efforts driving progress toward that outcome.

For example, if you’re working with a Strategic (3-Year) Outcome, its children might be Annual (1-Year) Outcomes that track shorter-term progress aligned with that strategy.

Project Cards (Initiatives, Projects, Milestones)Project Cards

For Project Cards, the children typically include:

• Deliverables, which represent key milestones or outputs needed to complete the project.
• Stories, which break down deliverables into actionable tasks or smaller units of work.
• Checklists, which outline the detailed steps or activities required to finish each story or deliverable.

Project Cards can also be linked to Business Outcome Cards to show how each initiative or project directly contributes to broader organizational goals.

For Project Cards, the children often represent work breakdown elements or supporting activities, such as:

• Child Projects, or Milestones smaller efforts that roll up into a larger initiative.

• Stories or Tasks  actionable items contributing to project completion.

This hierarchical structure gives users visibility into how smaller, tactical deliverables connect back to the overall initiative.

You can add new child cards directly from this tab using the Add (+) button, ensuring alignment and traceability throughout your work.

Dependencies Tab - Project cards only

The Dependencies tab helps you identify relationships between different cards that influence each other’s timelines or deliverables.

Dependencies define how one piece of work impacts another, allowing for better coordination and scheduling.

From this tab, you can:

• Add inbound dependencies (tasks that must be completed before this one).

• Add outbound dependencies (tasks that rely on this card to finish).

• Assign owners and status indicators to track progress on dependencies.

This view ensures that all teams understand cross-functional impacts and can manage blockers before they delay delivery.

Obstacles & Risks Tab - Project cards only 

The Obstacles & Risks tab captures any current or potential issues that might hinder success.

• Obstacles are active blockers that are preventing work from progressing right now (waiting on data, unavailable resources, or technical limitations).

• Risks are potential threats that could affect outcomes or delivery in the future (dependency delays, scope changes, or budget constraints).

Adding these here allows leaders and teams to anticipate problems early, assign ownership for mitigation, and maintain accountability throughout the delivery process.

To learn more about obstacles & risks click here. 

Tasks Tab

The Checklists tab is not called Tasks, and it allows teams to break work down into smaller, manageable tasks that support the overall completion of a card. It provides structure and visibility into progress, ensuring that no critical steps are missed.

Key Features

Each checklist item can include:

• A clear title or description of the task
• An assigned owner responsible for completion
• A progress indicator to track status

By default, checklist items are tracked using a simple completion model (checked = complete).

However, checklist functionality now includes an optional setting that enables more granular tracking:

• When enabled in setting preferences, each checklist item includes a progress slider
• Users can update the percentage of completion (25%, 50%, 75%) instead of marking the item as fully complete
• This allows for more accurate tracking of in-progress work

Impact on Card Progress

As checklist items are updated whether through completion or percentage-based progress the overall progress bar on the card updates automatically. This ensures real-time visibility into how much work has been completed and how much remains.

Why This Matters

This enhancement provides teams with greater flexibility and precision when tracking progress, especially for tasks that require incremental completion rather than a simple done/not done status.

Comments Tab

The Comments tab enables collaboration directly within the context of the card.

Here, you can:

• Add notes, updates, or clarifications.

• Use @mentions to notify specific users.

• Record key decisions or discussions.

All comments are time-stamped and visible to anyone with access to the card, ensuring transparent and contextual communication.

Custom Fields Tab

The Custom Fields tab displays specialized data fields that are configured by administrators in Settings.

These fields capture information unique to your organization’s workflow. Examples may include:

• Priority Level

• Budget Category

• Region

• Approval Stage

Once set up, these fields automatically appear on every relevant card, enabling standardized data entry and better reporting consistency.

Documents Tab

The Documents tab serves as a repository for all files, links, and references associated with the card.

You can attach:

• Files – Upload supporting documents such as reports, spreadsheets, or images.

• Links – Add direct URLs to SharePoint, Google Drive, or other resources.

Each attachment can be described or categorized for clarity. Keeping all documentation tied to the card ensures that teams have easy access to evidence, plans, and deliverables without switching tools.

Document Privacy Settings

Documents can be set to Private to control visibility and protect sensitive information. When a document is marked as private, it is only accessible to members of the associated team and authorized administrators. Users outside of the team will not be able to view, download, or interact with the document. This ensures that confidential content remains secure while still enabling collaboration among the appropriate team members.

How to Set a Document to Private

To make a document private:

Locate the document within the card or Documents tab
Click the eye icon next to the document
Once selected, the document will be marked as Private

After enabling this setting, only team members and authorized admins will have access to the document.

Financials Tab (Project Cards Only)

The Financials tab appears on Project Cards and provides a detailed overview of the financial elements associated with that work item.

Here, you can:

• Track budgeted vs. actual spend.

• Monitor remaining funds and over/under budget status.

• Link spending data to outcomes or deliverables.

This tab gives project owners and sponsors a clear financial picture and ensures spending aligns with project progress and priorities.

History Tab

The History tab provides a detailed log of all changes made to the card, including updates to progress, ownership, dependencies, and comments.

Each entry includes:

• The user who made the change.

• The date and time of the update.

• A summary of what was changed.

This ensures transparency and traceability for audits, retrospectives, and project review.

Filtering History Records

To help users quickly find recent activity, the History tab includes date filtering options.

Users can filter history records using the following ranges:

• 1 Day
• 3 Days
• 5 Days
• 7 Days
• Custom Date

When a filter is selected, the system displays all history records from the selected date range through the current day.

For example, selecting 7 Days will display all changes made within the last seven days up to today.

The Custom Date option allows users to specify a starting date and view all history activity from that date through the current date, making it easier to review updates, audits, project changes, and team activity over a specific period.

Summary

The Card Details Tabs turn every card into a full-featured workspace.
It’s where goals, progress, risks, and results come together making it easy to manage work, track dependencies, and keep everyone on the same page.

One card. Every detail. Total visibility.