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Using Business Outcome Cards

Create a Card

Cards will help you record your desired outcome and allow you to create key results that will track your progress toward that outcome. Cards can also be used for Initiatives and Deliverables.

Hint: Select the correct team/level in the left navigation and the right view in the dropdowns first. Then, click the "plus" button in any column to create a new card.

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Here's an example of an Outcome card. This may look different from an Initiatives or Deliverables card - the available tabs may differ.

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Title

Hint: Give the card a Title that is memorable, inspirational, and descriptive of what you want to achieve.

Here’s an example:
“Ensure a seamless digital customer experience so that we exceed customer expectations.”


Hypothesis/Description

The Hypothesis/Description area lets you record why you believe this outcome is important to your business. We like to start the Hypothesis/Description area with the words, “We believe.”

Here’s an example:
“We believe that by building a strong foundation for our Customer Success team we will have sustainable and repeatable processes in place that reduce customer churn and increase customer satisfaction.”

Rich-text formatting is available for this portion of the card. 

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Key Results

Key Results measure your progress toward your desired outcome. All Key Results must be measurable and therefore require starting and ending numbers.

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Here's an example:
"Increase customer retention by 15%."

In this example, you would enter "Increase customer retention by 15%." under "Key Results," the Metric type would be "Customer Retention," the "Start" would be "0," and the "Goal" would be 45.

The “Current” field allows you to update where you are today. We have "Current" set to 30 in this example. Check-in at least every two weeks to update what is “Current” and see your progress bar move!

If the metric you would like to track does not exist in the drop-down, type in the name of the metric and click Create "Metric Name" to add this to the list.

You can delete a Key Result by clicking the three dots in the row with the Key Result you wish to delete and then clicking Delete. 

Reorder key results by clicking on the icon in the beginning of each Key Result row and dragging it to the desired position.

As you update the progress on your Key Results, the Overall Progress bar will also update. 

Key results can be marked as lagging or leading indicators. If the target icon is gray, it is considered a leading indicator. If you click on the target icon, it will turn green, which indicates an impact metric, or lagging indicator.


Card Color

You can also assign a color to each card. A helpful practice is assigning related cards the same color so that you can quickly see which cards are in the same category on the dashboard.

Hint: Select a color, save the card, and see how it pops!

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The color you choose will be reflected on the card on the dashboard and can be used for filtering cards later. 

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Tags

You can use tags to filter between cards on the dashboard. To add a tag to a card, click the drop-down arrow or start typing in the field below Business Outcomes Tags. The options available will appear and you can click on one or more to add them to the card. To delete a tag, click the x next to the tag's name. Initiatives and Deliverables cards are required to keep one tag on each card.

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The tags you choose will also be shown on the card when on the dashboard and can be used for filtering later. 

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Learn how to edit Tag Categories and Tags.


Comments

All cards have a Comments tab. You can click the Comments tab and add comments as the team discusses the card. To enter a comment, click on the field that says Your Comment and click Add Comment upon completion.

Coming soon: The ability to delete comments once they are added. 

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Custom Fields

Some companies may have custom fields created to populate the Custom Fields tab on cards. All cards can have this tab. A custom field can track company-specific information not already included on a card. A Company Admin can create these fields for your company. 

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Learn how to add Custom Fields


Checklist - Coming Soon

All cards will have a Checklist tab. This tab will allow you to keep track of to-do items related to the card and monitor their progress.


Deliverables - Coming Soon

Initiatives cards will have a Deliverables tab. This tab will allow you to keep track of deliverables related to the initiative and monitor their progress.  


Dependencies - Coming Soon

Initiatives and Deliverables cards will have a Dependencies tab. This tab will allow you to keep track of dependencies related to the initiative or deliverable. 


Obstacles - Coming Soon

All cards will have an Obstacles tab. This tab will allow you to keep track of obstacles related to the card. 


Save Changes, Delete Card, and Enlarge Card

Be sure to click Save & Close when making changes to a card. If you click Save & Close, the card will save any changes and close the card. If you select the drop-down arrow next to Save & Close and click Save, your changes will be saved, but the card will remain open.

If you wish to Delete the card, click on the trash can icon and you will be prompted to confirm your deletion. To restore the card, you can visit the Business Outcomes Dashboard Settings and go to the Manage Archives section. 

To make the card the size of your screen, click the double arrow, next to the trash can icon.


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. 

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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. 

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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. 

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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.

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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.

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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. 

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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.

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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. 

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