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Child Outcomes

Outcome cards have a Child Outcomes tab, where child cards that are Outcome cards can be added and removed. Use the Actions column to unlink or delete a child outcome card from the parent.

Initiatives

Outcome cards have an Initiatives tab, where child cards that are Initiatives can be added and removed. Use the Actions column to unlink or delete a child Initiative card from the parent Outcome card.

Deliverables

Initiatives cards have a Deliverables tab. This tab allows you to keep track of the deliverables related to the initiative and monitor their progress. Use the Actions column to unlink or delete a Deliverable card from the parent Initiative or Deliverable card.

Progress on linked deliverables in the Deliverables tab drives the overall progress bar on Initiatives cards.

Sub-Deliverables

Deliverables cards that are parent cards have a Sub-Deliverables tab, where child cards that are also Deliverables cards can be added and removed. Use the Actions column to unlink or delete a sub-deliverable from the parent.

Checklist

All cards have a Checklist tab. This tab will allow you to keep track of to-do items related to the card and monitor their progress. As you mark checklist items as completed, the progress bar will update. Use the Actions column to delete an item.

Progress on checklist items in the Checklist tab drives the overall progress bar on Deliverables cards.

Comments

All cards have a Comments tab. You can click the Comments tab and add comments as the team discusses the card. Type in your comment and click Add Comment when finished. Use the trash can to delete your comment, if necessary.

Obstacles

All cards have an Obstacles tab. This tab will allow you to keep track of obstacles related to the card. Add an obstacle, and type in a title and description. You can choose Obstacle or Risk as the Type. If you choose Risk, you can choose a ROAM status. Select an impact, search for an AgilityHealth user to be the owner, and update the status and the estimated completion date. Use the Actions column to delete an obstacle.

Dependencies

Initiatives and Deliverables cards have a Dependencies tab. This tab allows you to keep track of dependencies related to the initiative or deliverable. You can select a dependency by choosing an Initiative or Deliverables card from the dropdown. Enter a description, choose the impact and due date and update the status. The name of the team that owns the card will automatically populate in the team column. Use the Actions column to delete a dependency.

Custom Fields

Some companies may have custom fields created to populate the Custom Fields tab on cards. All cards have this tab. A custom field can track company-specific information not already included on a card. A Company Admin or Business Line Admin can create these fields for your company. Simply type the right value into the field and save the card. To delete the value in a field, click the X next to the value.

Learn how to add Custom Fields. 

Documents

The documents tab can be used to upload a document to your card or to attach a URL. 

History

The history tab will show the the timestamp, updated by, and changes made to the card. 

Financials

The financial tab will give a clear way to track and visualize project finances, comparing actual spending against the approved budget over time.