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Business Outcomes Settings

Important: Any changes you make to the Business Outcomes Dashboard settings will be shared throughout your entire company. Be careful not to delete anything in use by other teams.

Some settings on the Business Outcomes Dashboard can be adjusted to better fit your company by some users. After going to the Business Outcomes Dashboard, click the Settings icon next to your initials. 

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Click on Manage Settings in the Business Outcomes box. 

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In Business Outcome Settings, you can manage Custom Fields, Business Outcomes Tags, Dashboard Settings, and Archive Settings. 

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Custom Fields

Some companies may create custom fields to populate the Custom Fields tab on cards. A custom field can be used to track company-specific information not already included on a card. Below, the examples are Sponsor Name and Investment Code. Custom fields you create will be available to your entire company, for all card types. 

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To add, edit, or delete custom fields, in Business Outcome Settings, choose Manage Custom Fields. 

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On the Manage Custom Fields page, you can add a custom field by clicking the + Add Custom Field link. Edit an existing field by putting your cursor in the box and editing the text. Delete an existing field by clicking the trashcan icon. Rearrange the order of existing fields by clicking and holding, then dragging the eight-dot image to the left of each field name. Click Save when you are finished editing. 

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Categories and Tags

The Business Outcomes Dashboard by default has three views: Business Outcomes, Initiatives, and Deliverables. The Business Outcomes View has two categories or tag labels: Annually or Quarterly. Initiatives and Deliverables both have one category by default. 

Other categories or tag labels can be created for any of the three views by Company Admins. When a category or tag label is created, it becomes available in the drop-down as another view, and any tags created within this category become the column headings displayed on the dashboard. In the below example, the category or tag label created was Line of Business and the tags created were Insurance, Banking, Lending, and Claims, shown as column headers.

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You can also see categories or tag labels and select multiple tags to filter by in the filter dropdown in the upper left of the Business Outcomes Dashboard. 

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Tags can be added to each outcome card in the Business Outcomes Tags dropdown. 

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When you create categories or tag labels and individual tags within those categories, they will be available to your entire company. To add, edit, or delete categories or tag labels and tags, in Business Outcome Settings, choose Manage Business Outcomes Tags. 

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You will see each category or tag label in its own box, with the correlating individual tags beneath. Add a category by selecting which view you wish to customize and then clicking the +Add Tag Label link.

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You can add a tag to a category by clicking the + Add Tag link. Edit an existing tag by putting your cursor in the box and editing the text. Delete an existing tag by clicking the trash can icon. Rearrange the order of existing tags by clicking and holding, then dragging the six-dot image to the left of each tag name. Click Save when you are finished editing. 

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Turning on the Kanban Mode Toggle for a category will allow cards to be moved from column to column when that category is selected as the view.


Dashboard Settings

To enable or disable dashboard settings, a Company Admin can visit Settings > Business Outcomes Settings > Manage Dashboard Settings.

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Company Admins can choose to change the settings to either display the company-level 3-year outcomes at every level of the dashboard as you select different levels in the left navigation or you can turn this off. This change will be shown to the entire company when enabled and not available to the entire company when disabled.

Adjust the Display Company Level Outcomes on Every Level toggle so that it is positioned to the right of the screen to enable and do the opposite to disable.

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You can also adjust how the filter for tags in the upper left of the dashboard works. To filter cards that meet all of the tags selected in the filter, change the toggle to AND. To filter cards that meet any of the tags selected in the filter, change the toggle to OR.

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You can change the labels for different card types by clicking the Edit Label link next to the one you wish to change. This change will take effect for your entire company. 

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Archive Settings

To restore cards that have been deleted, users can visit Settings > Business Outcomes Settings > Manage Archive Settings.

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Use the date filters to help find recently deleted cards. Use the scroll bar to see more information for the deleted cards. Click the Restore button to add a card back to the dashboard. 

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