How do I access features or edit CARD ITEMS on HOME | BOARD in MY WORKSTREAMS?

Access features on a Card Item #

  1. Click to access View Options and Select the feature you want. You can transition to Overview, Manage View, Editor Archive.
    1. Overview. This provides a summary of your work item (i.e., Strategic Objective, Strategic Initiative, Objective, Key Result, or Task). It includes progress history and the ability to create (or add) “child” items.
    2. ChildView. This provides a view of this work item and all its children. You can edit directly on this view.
    3. Edit. This provides an editable view of this work item.
    4. Archive. This feature allows you to archive (or store) this work item.

(Please see MANAGE for more information about these View Options.)

  1. Click the title to be taken to Overview.

  1. Click the star to mark this item as a Favorite.

Learn features on a Card Item #

  1. Hover over the  to learn who is the Item Leader or Supporter.
  2. Hover over the to learn which Balanced Scorecard Perspective is aligned with this work item.
  3. Hover over   to see the Item’s Progress.
  4. Hover over the Item Title to see the whole title.
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Updated on December 20, 2022