Business Outcomes: Additional Functionality
New Card Highlight
After you create a card, the card will reside at the top of the chosen column and have a highlight around it. The highlight will remain until you open a card or create another card.
Reorder Cards
When you create a card, it will automatically be the first card in the column it was created in. You can reorder cards in a column simply by clicking on and dragging the card into a new position in the same column. If the Kanban Mode is enabled for the view you're using, you can move cards into different columns as well. Visit the Business Outcomes Dashboard Settings.
Duplicate an Outcome Card
You can duplicate an Outcome Card when in the Business Outcomes view and have Annually or Quarterly selected as the category. You cannot duplicate Initiatives or Deliverables cards.
To duplicate a card, click the double paper icon on the card you wish to duplicate.
In the pop-up that appears, choose the column you wish the duplicated card to appear in from the drop-down options. Then click Duplicate.
Link a Card to a URL and How to Delete a Link
To link a card to an external tool like an ALM, Trello, or any URL, click on the link icon at the bottom of the card from the dashboard.
Click into the Create a Title field and name your link. Then click into the Enter the URL field and type in or paste the URL you wish to add to this card. Click the green Add button. The link will appear in light blue below the text fields. You can add more URLs, if necessary.
Back on the dashboard, you can see there is now a "1" next to the link icon and if you hover over the link icon, you can see the title you created for the external link attached to the card. While hovering over the link icon, you can move your cursor to the title you created and click it to be taken to the URL you entered.
To delete a link, click the link icon on the card to open the link modal. Click the trash can next to the link you wish to delete and the link disappears. Click Save to confirm your deletion.
Restore Deleted Cards
To restore cards that have been deleted, users can visit Manage Archive Settings. Click the Settings gear icon in the very top right navigation of the Business Outcomes Dashboard, then click Manage Settings in the Business Outcomes box.
Then click Manage Archive Settings in the Archive Settings box.
Use the date filters to help find recently deleted cards. Click the Restore button to add a card back to the dashboard.
If the card was previously deleted and has already been restored, information about the card will be listed but the green Restore button will not appear. The table is scrollable and scrolling to the right will display more information about who and when a card was archived or restored.
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