Sections:
1. Account
2. Advanced Search
3. Analytics
4. Blockers, Stickers, and Tags
5. Boards, Dashboards, and Workspaces
6. Business Rules
7. Cards and Initiatives
8. Custom Fields
9. Import/Export
10. Integrations
11. Milestones
12. Miscellaneous
13. OKRs
14. Subtasks
15. User Roles and Permissions
16. Widgets
Account
Q: How can I share Businessmap with other people?
A: To share Businessmap with other people, you need to invite them to join your account as team members. To do that, navigate to the Users tab in Account Administration. Click “Invite User” and enter their email address. You can add them to a team or a board during the invitation process. Once the invitations are sent, the recipients will receive an email with instructions on how to join your Businessmap account. They will be able to access and collaborate on the boards and cards within your account based on the roles you assigned to them.
Q: Can I give external users view-only access to boards in Businessmap without inviting them as paid members to the account?
A: No, we don't offer view-only, free license seats. As a workaround, you can generate an Advanced search report and share it with external users (share the public link).
Q: How can I delete my trial account?
A: Trial accounts are automatically deleted 15 days after the expiration date. 7 days after the trial account is removed, our backups will also be purged. Users cannot manually delete their trial account before it expires. If you want to close your trial account earlier, please contact our support team for assistance.
Q: How can I delete my paid account?
A: If you want to cancel an active subscription, you can do so from your account's Payment panel by clicking the “Cancel account” button.
Advanced Search
Q: Can I include the card “Details” in the advanced search?
A: The "Details" tab within a card is not a single field but a collection of items like the card description, deadline, custom fields, and more. Therefore, it cannot be used as a filter in the advanced search. However, you can search by these individual elements.
Q: What parameter do I need to run an advanced search for items that have no parent links?
A: To run an advanced search for items that have no parent links, use the "Parent Cards" parameter in the "Refine search criteria" menu. Then, select the “none match or none are present” operator and add a subquery parameter (e.g. board).
Q: Can I delete cards in bulk from the advanced search?
A: No, deleting cards in bulk from the advanced search is not possible. To delete multiple cards at once, open the board, select the cards you want to delete, right-click (or click the three dots icon) on one of the selected cards to open the context menu, and then click "Discard."
Q: How can I find all cards completed on a board in the last four weeks?
A: You can do that from the Advanced search. Click the search bar in the upper right corner of your Businessmap interface to open the Advanced search feature. In the search criteria, specify the board and include either the "End date" or "Last end date" property. This will filter the results to display cards completed within the specified timeframe — not finished, today, yesterday, this week, last week, this month, or last month.
Analytics
Q: How to create a WIP Chart?
A: To create a WIP Chart, open the board you want to analyze and click the “Show Analytics” button above the board. Then, select “Run Chart” from the WIP tab. You can customize your WIP chart from there. Learn more about the WIP Run Chart.
Q: Which chart allows me to remove blocked time?
A: All charts in the Analytics module (except the Blocker Clustering and Blocker Dynamics) have the option to exclude blocked time through the “Ignore Block Time In Queue Columns” checkmark.
Q: Can the Cycle Time Heat Map show data for unfinished cards?
A: No, the Cycle Time Heat Map only works with finished cards. You can learn more about this heat map here.
Q: Can I configure cycle time to only count workdays?
A: Configuring the cycle time to exclude weekends is only possible when using the Cycle Time charts (Scatter Plot, Histogram, Heat Map), the Aging WIP, the CFD, the Flow Efficiency, and the Monte Carlo How Many simulation in the analytics module.
It is not possible to exclude weekends and/or non-working days when defining the cycle time calculations for a given workflow via the workflow editor.
Q: How can I calculate cycle time per week?
A: You can use the Workflow Performance Summary widget to visualize your cycle time on a weekly basis for a workflow of your choice. This widget will also visualize the lead time, block time, throughput, flow efficiency, and WIP for the selected workflow. You can also configure how these key time metrics are measured to best fit your use case. Learn more about the Workflow Performance Summary widget here.
Q: Can public holidays be excluded from cycle time metrics?
A: Currently, it's not possible to exclude specific days (public holidays) from the cycle time metrics and analytics charts. As a workaround, we can suggest using a tag, custom field, sticker, or any other type of flag to mark cards that were In progress during a public holiday. This way, when you review the metrics, you can either filter these cards out or understand why they have a longer cycle time than others.
Q: Is cycle time recorded for queue columns?
A: Yes, cycle time can be recorded for queue columns in Businessmap, depending on the ‘Configure Cycle Time’ settings in the workflow designer menu (the Edit Workflows tab). In the Analytics module, you have the option to ignore block time in queue columns if you prefer not to include the time cards were blocked while in these columns. This setting can be enabled or disabled based on your needs.
Q: I want to filter cards in the Aging WIP Chart by type, but I can't see the card type I want in the filter dropdown.
A: If you're not seeing the respective type in the dropdown, make sure it has been added to the board you want to run the chart for. You can do this by accessing the board's Sidebar → Options menu (three dots) → Types, or by navigating to Account Administration → Card Management → Types. Locate the relevant type and add it to the board. Once done, return to the Analytics module and access the Aging WIP Chart. The type should now be visible in the filter options.
Q: Is there a Burndown chart in Businessmap?
A: Currently, there is no Burndown chart in our product. However, you can use the Cumulative Flow Diagram, which is somewhat of a reversed upside-down Burndown chart. Alternatively, you can export your data from the Advanced search into MS Power BI and create a traditional burndown chart which you can then import back into Businessmap as a dashboard widget.
Blockers, Stickers, and Tags
Q: How to create a sticker?
A: You can create a sticker either from the Account Administration → Card management → Stickers → click the New Sticker link in the upper right corner, or from a board's sidebar menu → Card tokens → Stickers → click the gear icon → New Sticker. You may not see these options if you don't have the necessary permissions to create and manage stickers. These are configured from a dedicated setting in the Security & Audit panel (under Card Controls) available in your account's administration. Learn about stickers in Businessmap.
Q: Is there a way to visualize the stickers added to cards by category?
A: Yes, you can do that by running a report using the Advanced search. Filter the cards you want and select “Stickers” from the “Configure results” menu. Then click the pie chart view to visualize results and slice data by stickers.
Q: Can I filter by blocked cards?
A: Yes, there are several ways to filter blocked cards:
- from the Advanced search — filter by blocker, blocked reason, block time, or only blocked cards.
- from the Board filter — use the “Blocked” property.
- from the Analytics module — use the Blocker Clustering Chart to visualize the time and number of times cards have been blocked on a particular board.
Q: I accidentally removed a board filter. How can I restore it?
A: To add a board filter you previously removed, go to the board sidebar and click the Board filter icon. You can either apply a quick filter, create a new one, or use the Advanced filtering panel to recreate the filter you accidentally removed.
Q: What happens to cards when a blocker is removed from a board or permanently deleted?
A: If you remove a blocker from a specific board (but not from the entire account), the cards that were blocked by it will still appear as blocked, but with a generic blocker. If you re-add the blocker to the board, it will once again appear on the cards that were originally blocked by it. However, if a blocker is permanently deleted from the administration menu, it cannot be recovered. In this case, the cards will remain blocked with the generic blocker until they are manually unblocked.
Q: If I block a card, will that automatically block its relative card?
A: No, only the current card will be blocked.
Q: How to create a tag?
A: You can create a tag either from the Account Administration → Card Management → Tags → click the New Tag link in the upper right corner, or from a board → Board Sidebar → Options menu (three dots) → Tags → New Tag. Keep in mind that you may not see these options if you don't have the necessary permissions to create and manage tags. These are configured from a dedicated setting available in the Security & Audit panel (under Card Controls) in your account's administration. Learn about tags in Businessmap.
Q: Can I find the date a tag was added to a card?
A: Yes, you can find the date a tag was added by checking the card's History tab.
Q: How can I get a list of all cards on a board that don't have any tags?
A: You can use the board filter in the board sidebar to filter cards without tags. In the filter, select “Tags” with the “does not contain” operator, and add all tags used for the board. This will show all cards without these tags. Alternatively, you can achieve the same results from the Advanced search. Specify the board and tags (again with the “does not contain” operator).
Boards, Dashboards, and Workspaces
Q: Can I migrate or clone a board from one account to another?
A: If you want to migrate or clone a board to another account, please contact our support team at support@businessmap.io for assistance.
Q: How do I create a swimlane?
A: To create a swimlane, hover over the New Swimlane cell and click the plus icon. This will create a new swimlane in your board. You can create as many swimlanes as you need to organize your tasks. Learn more about editing your workflows here.
Q: How can I see all links on a board?
A: You can see all links related to a certain card from its Links tab or the "Links overview" section available when you open the card. From the Links tab, you can choose to display results in a Table or Board view. Learn more about working with the Links tab here. Additionally, you can display or filter the links hierarchy of a card from its context menu.
Q: How can I set a template card for a board?
A: To set a default template for a board, you need to have the "Edit Board" permission. To set or change the default template, go to “Edit Workflows” and click the pencil icon next to “Default templates.” You can add a new default template from the “New default template” button or choose from the already used ones (if any). You can also change or set a default template from the Board Policies menu available in the board sidebar.
Q: How can I find all boards that aren't used anymore?
A: To find out which boards haven't been recently used, you can check the “All activities” report (Notifications → “See all”).
You can select a board of your choice and check for any existing activities within a selected time period (e.g., a month, three months, etc.). Boards with no activities would show zero results. The downside of such an approach is that it needs to be repeated for all boards you are interested in.
Q: How can I find an archived board's name if I only have its ID?
A: You cannot directly look for an archived board by ID in the permanent archive. What you can do is manually type in a URL with the board ID following this structure: https://yoursubdomain.kanbanize.com/ctrl_board/BOARDID
In this case, if you have access to the board, you will be able to see it along with its name. If you don't have access to the board, the page will redirect you to the home dashboard. Alternatively, you can get the board's name through the API using the board ID.
Q: I want to restrict a user from seeing a swimlane on a board. Can I do that?
A: Unfortunately, you can't “hide” a swimlane from a user, but you can restrict them from using it by creating arrival/departure rules that allow only certain users to move cards to and from that location.
Q: Can I set card types per workflow?
A: No, card types cannot be assigned to a specific workflow. They are assigned at the board level, so all workflows within that board will have access to the same card types.
Q: Can I move a workflow and its cards to another board?
A: You can't directly move a workflow from one board to another. However, you can copy the workflow to the desired board (from the Edit Workflows menu) and then move the cards from the original workflow to the copied version on the new board.
Q: Why don't I see the “Last moved” filter in my board's filter?
A: To see the “Last moved” filter, you first need to add the “Last moved” custom field to the board. You can do this by going to the board sidebar and selecting Custom Fields.
Q: Is there a way to refresh all widgets in a dashboard simultaneously instead of refreshing them one by one?
A: Yes! Click the three dots next to the dashboard (under “All Workspaces”) and select “Refresh widgets.” This will simultaneously refresh all widgets added to that dashboard.
Q: I have a workspace with 10 boards. Can I create a dashboard that shows only 2 of these boards in the workspace?
A: No, it is not possible to select which boards inside a workspace can be visible for a particular dashboard. When a workspace is created, all boards within it are visible (by the users who have access to them).
Q: If I delete a column from my workflow, what happens to the metrics of the cards that have passed through that column?
A: When you delete a column, the system prompts you where to transfer the cycle time data associated with that column. The metrics for the time cards spent in the deleted column will be preserved and transferred to the column you choose. These metrics will then be displayed in the selected column after the deletion.
Q: What is the difference between Cards and Initiatives workflows?
A: In Businessmap, initiatives and cards have different behaviors, serve distinct purposes, and have unique features. Initiatives represent larger bodies of work or projects and include attributes like planned start/end dates. Cards, on the other hand, are smaller tasks or deliverables that contribute to the completion of initiatives. As a result, Cards workflows allow you to track your work at the card (task) level, while Initiatives workflows help you manage and monitor processes at the initiative (project) level.
Business Rules
Q: Can I export business rules?
A: No, business rules cannot be exported. Learn more about exporting card data in Businessmap here.
Q: Can I undo a business rule that has been executed?
A: Yes, you can undo a business rule that has been executed. To do this, you need to manually revert the changes made by the rule:
- Identify the card or cards that were affected by the rule execution.
- Open the card's History tab to see the changes that were made.
- Identify the specific changes that were made by the rule.
- Manually revert the changes by editing the card’s details or moving it back to its previous state.
- Save the changes to undo the effects of the rule execution.
You can use the card's Revisions to revert the changes made by a business rule.
Please note that undoing a business rule that has been executed requires manual intervention and cannot be done automatically.
Q: I want to create a card that should be linked to another card. Which business rule should I use?
A: To achieve that, you should use the “Card is created” business rule. Once you configure the “AND” section, use the “link the card” action in the “THEN” section to configure the type of link and which card the newly created item will link to. Read more about the “Card is created” rule.
Q: With the “Card is moved” business rule, can I specify the location where the card is moved from (the origin location)?
A: There is no option to specify from where the card is moved in the Business rule, but there are a few possible workarounds:
- If you want the rule to be triggered only the first time a card is moved to column B, implement a flag (tag, type, sticker, custom field, etc) that would be applied to the card when it is moved to column B, and add in the AND section that the rule should be triggered only when this flag is not on the card. This would ensure that the rule runs only once.
- If you expect the cards to jump between all 3 columns (A, B, and C) but the rule to be triggered only when the card comes from A to B, you would need two “Card is moved” Business rules.
- One to set a specific flag when the card enters the A column.
- Another one that would be triggered only when the card is moved to column B and the flag is present, to send a notification and also to remove the flag (so the rule doesn't get triggered unless the card goes back to column A)
Read more about the Card is moved rule here.
Q: How can I select any lane for the “Card is moved” business rule?
A: Click the swimlane you want to add from the Board Minimap — either from AND → Position is → Not set, or from the “Add new action” option in the THEN section of the rule configuration.
Q: Can I use one “Card is moved” business rule to move cards between two boards in both directions?
A: No, a single rule cannot handle the mapping of both boards' layouts. If board A has columns X, Y, and Z, and board B has the same columns, the rule cannot map each column on one board to its counterpart on the other board. You will need separate rules for each direction: one rule to move a card from column X on board A to column X on board B, and another rule to move a card from column Y on board B to column Y on board A.
Q: If I adjust a business rule to move a card 4 days after it arrives in a column, will cards that have already been there for 6 days be moved immediately?
A: A recurring or time-based business rule will apply to all cards that match the rule conditions the next time the rule is executed*.
* Time-based business rules are executed every hour.
Q: Is there a way to remove a card link through Business rules?
A: You can't currently remove a card link with a business rule. However, if you configure the rule to link the card with another card, you can checkmark the “remove all other child/parent/successor/predecessor/relative links” option.
Q: How to use the web service invoke setting in business rules?
A: You can call an external web service, most commonly through the “Card is updated” and “Card is moved” business rules. In the THEN section, click the "Add new action" option to add a call to an external web service, and then click “Not Set” to configure the parameters.
You can configure the following options:
- Name – A human-readable identifier for the web service call
- URL – The address of the endpoint service. With the "add card fields" dropdown, you can dynamically set the ID values directly populated from the card into the URL, for which the corresponding business rule has been triggered.
- Method – The HTTP method that will be used for the call.
- Authentication – None, basic, and API Key authentication are supported.
- HTTP Body – Whether you want to send the payload as raw JSON-encoded values, directly in the HTTP body
- Parameters – parameters to be sent to the endpoint service
- Headers – custom headers to be sent to the endpoint service
Learn more in our external web service guide.
Q: What business rule do I need if I want to automatically create cards if a certain number of cards have already been created?
A: You can achieve that with the “Card count” business rule. Select the location where you want to track the number of cards that will trigger the rule. You can further narrow down your configuration in the “AND” section, and then click “Add new action” under “create cards or subtasks” in the “THEN” section of the rule. Learn more about the "Card count" rule.
Q: Can I use a business rule to update an exit criteria?
A: No, it's not currently possible to configure a business rule to update an exit criteria.
Q: Why is my business rule not executing?
A: One of the main reasons a rule may fail to execute is changes made to your board, such as modifications to workflows, lanes, or columns. If you have altered a workflow or deleted a column that the rule references, you need to manually update the rule's configuration to match the current board setup. You can learn more in our guide on troubleshooting business rules.
Q: Can I create a business rule that appends an existing card title if a sticker is added?
A: For the time being, the append of a card title based on a business rule trigger is not possible.
Q: Can I use a business rule to remove a custom field from a card?
A: You can use a business rule to remove or update values in a custom field, but you cannot remove the custom field itself from the card details using a business rule.
Q: Can I search in the Business Rules panel for certain keywords?
A: You can use the filter in the Business Rules panel to look for a rule by its name, author, board, or ID. However, you can't use the filter to search for content within a business rule.
Q: When a business rule (e.g. card is moved) is configured to send a notification, can this notification also be added as a comment in the card?
A: Yes. You can achieve that by adding an “invoke web service” request to our API to add a comment to the current card, where the URL to post the request to is: https://subdomain.kanbanize.com/api/v2/cards/Internal Card Id/comments
Set the authentication to APIKEY and its name to ‘apikey’ also. Copy the API key from your account. Note that all comments added to the card by this rule will be added under the user's name for which the API key is set.
The Internal Card Id is selected from the ‘add card fields’ dropdown. Add one parameter text containing the message you want to store as a comment. Make sure that Send the parameters in the body of the web service call is checked.
Q: How to automatically create cards on a recurring basis?
A: You can create recurring cards with the “Recurring create cards” business rule. This rule allows you to configure how often and at what time the cards will be created. You can also set the specific parameters for the recurring cards, such as owner, type, template, custom fields, priority, and more. You can also link the newly created card to another card/initiative.
Q: When cloning a board, can I clone its associated business rules?
A: No, cloning a board does not copy its associated business rules. However, you can manually copy the respective business rules and update their board parameters to match the cloned board.
Cards and Initiatives
Q: How to create a card?
A: There are several ways to create cards in Businessmap:
- Right-click on the board area where you want to create the card and select “Create new card.”
- Double-click on the board area where you want to create the card.
- If you frequently create similar cards, you can save time by using the "Save and add new" option. After creating the first card, click on the three-dot icon next to it. This will open two additional options: "Save and add new" and "Save without closing." Select "Save and add new" to create a copy of the current card.
- Click the plus icon (+) in the board sidebar.
- Send an email to an email-integrated user in Businessmap. Learn more about creating cards via email.
Read more about creating cards here.
Q: How to create a card and automatically assign an owner?
A: There are several ways to achieve that:
- with a Business Rule (e.g. the Card is Created rule).
- from the Personal Board Settings — set a default owner for the board so all newly created cards will have that owner by default.
- create a card template with the desired owner and apply it when creating the card.
Q: Can I change the creation date of a card?
A: No. The creation date (a.k.a. the "Created at" timestamp) is automatically assigned when a card or item is created and cannot be modified.
Q: Can I change the Card ID that is automatically generated when creating a new card?
A: No, the automatically generated Card ID cannot be changed. However, you can set a Custom Card ID, which will replace the internal Card ID displayed in the upper left corner.
Q: How to configure a card?
A: To configure an already existing card, you can either use its Context menu (the three dots in the closed card view) or click to open it.
Q: Can I undo changes made to cards?
A: Yes, you can undo your changes by using the Card Revisions feature. To access it, open the respective card and click the three-dot menu in the upper right corner. This will load a list of all saved changes to the card where you can select which version you want to restore. Learn more about card revisions here.
Q: Where can I see what changes were made to a card?
A: You can see all modifications made to a card in its History tab. Every change is automatically recorded and cannot be manually edited or deleted.
Q: How to duplicate a card?
A: To copy a card in Businessmap, you can use the "Clone" option in the card's context menu. Right-click on the card you want to clone and select the "Clone" option. This will immediately create a cloned version of the card in the same location as the original. If you click the “Copy card details" icon next to the Clone option, you can select which elements you want to clone, as well as the location where you want the new card to be created, and then save your choice. All elements you select to clone will be the same as the original card (including its title) except the card ID.
Q: How to block a card or initiative?
A: You can block a card or initiative either from its context menu available in the closed card view and selecting Block, or from the open card view → the three dots menu in the upper right corner → Block. Alternatively, you can open the Card tokens menu in the sidebar, select a blocker, and do a drag-and-drop over the card or initiative you want to block. In addition to that, you can also automate the process of blocking a card or initiative via business rules.
Q: Where can I find the color setting for cards and initiatives?
A: You can change the color of a card or initiative from its Context menu or by opening the card and clicking the palette icon.
Q: Can I delete the co-owner field from a card?
A: No, deleting the co-owner field from a card is not currently possible.
Q: Where can I see the discarded cards?
A: You can view discarded cards in the Activities menu. To access it, click the bell icon (notifications) in the upper right corner, and select “See All.” This will show you all the activities for the selected board and date range. Use the “Notification type” dropdown to filter and view only discarded cards. You can restore a card by clicking “Restore card” next to the respective item. Learn more about managing your account activities.
Q: Can I see card deadlines in calendar form?
A: Yes, you can see deadlines in a calendar view in Businessmap through our built-in calendar. To access it, click on the “Calendar” tab in the three-dot menu on the board's sidebar. The calendar displays all deadlines in your workflow, highlighted in green or red. You can click on any date to view the cards with deadlines on that day. Additionally, you can filter deadlines by clicking the “Deadline” link or display cards due by day, week, or month using the “Due Date” option.
Q: How to link cards?
A: There are several ways to link cards in Businessmap:
- from the card's context menu — “link to existing” to link your card to an existing card or link to a new card through the “new linked card” option.
- from the card's Links overview section
- from the card's Links tab
- through the related boards feature
- through business rules
Learn more about all the ways you can link cards in Businessmap.
Q: How can I include relative cards in the “Show links hierarchy” view?
A: To include relative cards in the “Show links hierarchy” view, click the “Configure results” menu and select “Links.” This will show all types of links linked to the respective card, including relative cards.
Q: How to link an initiative to another initiative?
A: The easiest way to link two initiatives is through a drag-and-drop, as well as the Context menu or the initiative's Links tab.
Q: Once created, can I change the card link type?
A: No. You need to delete the existing link and create a new one of the desired type.
Q: How do I automatically move completed cards to the archive after a specific time period?
A: To automatically move cards to the archive after they have been in the "Done" section (or another column/location), you can use the "Recurring archive cards" business rule. Here's how you can set up the rule:
- Go to the board where you want to set up the rule.
- Navigate to "Business Rules" from the Account Administration menu.
- Click "Add new rule" and select the "Recurring archive cards" business rule.
- Enter a name for the rule, e.g. “Automatically archive cards.”
- Configure the recurring period when the rule will be executed.
- Set the filter conditions, e.g. “When a card is in column “Completed” in section ”Done" on board “Production.”
- Select the time of the day when the rule will be executed.
- Save the rule.
Once the rule is set up, cards will automatically be moved to the archive if they match the specified conditions. You can customize the conditions and actions in the rule to meet your specific needs. Learn more about the rule here.
Q: Is archiving cards reversible?
A: Yes, you can unarchive cards and boards to move or edit them as needed.
Q: How to move archived cards from one board to another?
A: To move archived cards in bulk, you can use the API to unarchive and transfer them to another board. If the cards are in the “Ready to archive” column, you can select the cards you wish to move, right-click on the selected items, choose the “Move” option, and select the board where you want to move them to.
Q: How can I select all cards in a column with a key command?
A: To select all cards in a column using a key command, follow these steps:
- Click on the column where the cards are located.
- Hold down the Ctrl key (or Command key on Mac).
- While holding down the Ctrl (or Command) key, click on each card in the column to select multiple cards.
- Once you've selected all the desired cards, you can perform actions on them, such as moving them to another column or updating their fields.
Alternatively, you can click and drag the mouse over the cards to select them.
Q: How can I see the cards assigned to me?
A: To quickly see all cards assigned to you, you can use the predefined widget “Cards assigned to me” and add it to your dashboard. Learn about predefined widgets.
Q: Is it possible to see the cards assigned to me in a board view?
A: Yes, you can use the Advanced Search to obtain all work assigned to you in a board view. You can either include specific board(s) in the query or leave the search “open” to include all boards. The “Owner" field would be set to you (1) and the “Include subtasks” option should be checked (2). Once you have a list of all the results, you can view these in a Board view (3):
You can also save this query as a widget on your dashboard and the information will be updated regularly.
Q: Is it possible to assign a card to a team as owner?
A: No, it's not possible to assign a team as the owner of a card. The “Owner” field of a card allows only a single user selection. We believe that there is always one person who truly owns the task, similar to a car having one driver. The other team members can be considered as contributors or passengers.
Q: How to configure card field size?
A: To configure the card size, go to the “Edit Workflows” panel of the desired board. From there, select the “card size type” option to choose the sizing mode (no pattern, T-shirt sizes, or Fibonacci sequence).
Q: Can I filter cards by size instead of numbers?
A: You can filter cards both from the board filter and the advanced search. If you're using t-shirt sizes, you can filter by their corresponding numbers:
'S' => 1
'M' => 2
'L' => 3
'XL' => 4
'XXL' => 5
'XXXL' => 6
Learn more about card size here.
Q: Can I add Planned Start and Planned End dates to cards?
A: No. Planned start and end dates can only be added to initiatives as they help you organize your work/project and then split that into smaller work items. For cards, you can use the Deadline field.
Q: How can I create a card template in Businessmap?
A: To create a card template in Businessmap, follow these steps:
- Go to the Account Administration and open the "Card Management" section.
- Select "Templates."
- You'll see all available templates in your Businessmap account.
- Click "New Template" to create a new one.
- Enter a name and optional description.
- Specify the boards and workspaces where the template will be available.
- Customize the template by setting priority, color, stickers, external links, custom fields, subtasks, tags, and other relevant details (from the “Click to configure” link).
- Once configured, click "Save."
Alternatively, you can create a template directly from a board. To do that, open the respective board and select “Templates” from the sidebar's Options menu (the three dots). Click the “New template” link to create your template.
Learn more about card templates in Businessmap.
Q: If I update a card template, will that change the cards that already have this template applied?
A: No. The updated template will only apply to newly created cards where the template is used.
Q: Can I add cover images to card templates?
A: No, cover images can't currently be added to templates.
Q: Can I add attachments in card templates?
A: No, you can't add attachments while configuring a card template. However, once the template is applied to a card, you can manually add attachments to that card afterward.
Q: Can I mark a card type as a favorite for easy use on cards?
A: Unfortunately, no. However, when you click to add a type to a card, the most recently used types will appear at the top of the dropdown of available types under “Recent Types” for quick access.
Q: Can I add planned start and end dates to initiative templates in Businessmap?
A: No, you can't set planned start and end dates in Businessmap templates. This is because the dates would need constant updating over time, which could cause confusion.
Q: Where can I see the “Copy card details” icon?
A: The Copy Card Details icon can be found in the link menu when creating linked cards. Here's how to access it:
- From the Card Context Menu: Click on the card's context menu (the three dots icon) and select "New linked card." This will create a linked card without copying properties. To copy properties, click on the copy icon in the options window.
- From the Open Card View → Links Overview Panel: Open a card and navigate to the Links overview panel on the right side. Click the plus icon, select the link type, then click the Copy card details icon to duplicate the desired properties onto the new card.
- From the Links Tab in the Card Details: Open a card and go to the Links tab. Click the “create new link" option and then the Copy icon in the link menu to select properties to copy.
- From the Related Boards Panel: Open the sidebar and access the Related boards panel. Drag and drop the card onto the related board where the linked card should be created. Once dropped, click the Copy icon in the link menu to choose properties to copy.
Q: How can I see the cycle time on a card?
А: To visualize the cycle time of a card, go to the card and initiative view settings available in the board sidebar. Click the "Configure views" icon, locate the cycle time setting for cards (there is a separate setting for initiatives), and select how you want to display it—either as an icon or on a separate row.
Q: What is the difference between a child card and a successor?
A: In Businessmap, a child card refers to a card linked to another card as a subordinate or subtask, representing a lower-level item related to the parent card. For example, "Task 1" and "Task 2" could be child cards under the parent card "Project A." Conversely, a successor card comes after another card in a sequence or workflow, indicating the next step or stage in a process. For instance, if "Task 1" is completed, "Task 2" could be its successor, signifying its follow-up action. Essentially, while a child card is linked as a component of a larger work item (a parent card), a successor card represents the subsequent step in a sequence or workflow.
Q: How can I set a deadline for a recurring card for the end of the month?
A: You can achieve this by setting up a “Recurring update cards” business rule to be triggered on the last day of every month and updating the deadline to 0 days in the future (i.e., today). The downside of this solution is that the deadline will only appear on the last day of the month.
If you want to see the deadline in advance, you can try this workaround:
- Create a new custom field of type date.
- Create a "Recurring update cards" rule (similar to the one in the first suggested solution), which would update this custom field once a month (before the 28th day of the month since not all months have more than 28 days) and set it to be 0 days in the future (i.e., today). Note: you can also change this to be triggered daily/weekly/etc. based on your scenario. The monthly execution is just an example.
- From the Board policies on your board, you can configure the deadline to be calculated for the end of the month based on the values in the newly created and updated business rule custom field, which would result in the deadline being the last day of the month selected in the custom field.
Q: How to set up a new project in Businessmap?
A: You can set up a new project by creating an initiative on a board of your choice. Split the project into tasks and these will be your child cards or child initiatives, depending on the work complexity. Learn more about initiatives in Businessmap.
Q: How to create a timeline on a board?
A: To add a timeline workflow, open the board where you want to set up the timeline. Enter that board's Edit Workflow mode and click on “Create new workflow” button located in the upper left corner. In the modal that opens, select Timeline workflow. Once ready, save your changes and go back to the board to see your new timeline layout. Learn about timeline workflows.
Q: Can I turn off the progress indicator on initiatives?
A: No, the progress indicator cannot currently be removed. You can learn more about the progress indicator here.
Q: How can I visualize the percentage of an initiative's completed child cards?
A: To visualize the percentage of completed child cards, you can use the Progress Indicator bar located in the top left corner of each Initiative. This bar shows the completed work progress of the smaller tasks that make up the Initiative's scope. When all child cards, including the lowest level in the hierarchy, are moved to "Done," the Initiative will be 100% completed.
Additionally, you can refer to the Work Progress column in the Results Table available in the “Show initiative status” menu. This column contains a progress bar that visually represents the completion rate of the initiative based on its children. A purple color indicates that all child cards are 100% completed.
Q: Can I change the completion percentage (a.k.a. progress indicator) of an initiative if it has no children?
A: No, you cannot manually change the completion percentage of an initiative, regardless if it has child cards or not. The completion percentage is automatically calculated based on the progress of its child cards. Without any child cards, the percentage remains 0%.
Q: How can I copy initiatives from one board to another?
A: You can multi-select the initiatives you want to copy, find the Clone option, and click the “Copy card details” icon from the context menu of either of the selected cards. This lets you choose where (board, workflow, column) to copy the initiatives. Alternatively, you can clone the entire board — open the workspace of the board and click its three-dot menu, then select Clone. In the clone menu, checkmark the elements you want to copy (e.g. Cards). If you only want to move the initiatives, select Move → "Move to board" from the context menu.
Q: Can the planning view also show the child cards of an initiative?
A: No, it's not currently possible to visualize the child cards of an initiative in the planning view. However, if you click on an initiative in the planning view, you will be able to see its child cards in the “Links overview” section.
Q: Is it possible to set the timeline workflow to hours instead of days or weeks?
A: No. Currently, the smallest time unit for timeline workflows is days.
Q: If I discard an initiative or a parent card, how can I delete all of its child cards?
A: When you discard an initiative or a parent card, any links it has to other cards are automatically deleted. To locate and discard the child cards of the discarded card, go to the Notifications panel (upper right corner of your account interface) → click “See all.” Here you'll find the “Card discarded” event for the discarded card, along with all linked cards whose links were deleted. Click the card ID to open the card, where you can then discard it.
Q: If I set a color for an initiative, can all of its child cards automatically get the same color?
A: Yes, you can automate this with the “Parent card is updated” business rule. In the “When” section of the rule, select “Any change” and then choose “Color.” In the “Then” section, under “Update child card details,” select “Set color,” and configure the desired color. This ensures that whenever the initiative's color is changed, all its child cards will automatically adopt the same color.
Q: What is the difference between the “actual end date” and “end date” properties?
A: The "actual end date" is a property exclusive to initiatives; it is not applicable to cards. When an initiative is finished, its actual end date aligns with the end date. In Advanced Search reports, the actual end date property remains empty for cards.
Q: How can I display the local cycle time on cards?
A: You can enable this setting from the card and initiative view settings available in the board sidebar. Click the “Configure views” icon from the sidebar and select the local cycle time setting. You can display it as an icon or on a separate row. Keep in mind that there are separate settings for cards and initiatives. Learn more about view settings.
Q: Can I change the time units of a card's cycle time from within the card?
A: No, it's not possible to change the time units of the cycle time from within the details of a single card.
Q: How can I move a completed card to start over?
A: You can use the “Card is moved” business rule or manually drag the card to the desired location. However, moving cards backwards on the board is not recommended as it can disrupt your metrics and workflows. We recommend creating new cards and linking them to the completed cards if necessary.
Custom Fields
Q: Can existing cards be updated to include a newly created custom field?
A: Yes. To update multiple cards with a new custom field, you have a couple of options. First, you can select the cards you want to update and open the Context menu. From there, access the custom fields panel by clicking the custom field icon. Select the custom field you want to update and save your changes. This will instantly update all selected cards.
Alternatively, you can update existing cards in bulk to include a new custom field from the Advanced Search. Just filter the cards you want to update, select the new custom field from the Configure results menu, and hold Ctrl + click the custom field box for each card you want to update. Click on one of the selected fields to update the value. The change will be applied to all selected cards. Please note that if the custom field is only available for some of the selected cards, you will see a pop-up with options to choose from. You will find more details on updating cards in bulk here.
Q: How can custom fields be visualized on a board level?
A: You can visualize custom fields on the board from the Card and Initiative View settings available in the board sidebar. You can visualize them as icons or on a separate row. Keep in mind that there are separate settings for cards and initiatives.
Q: How can custom fields be visualized inside a card?
A: You can visualize custom fields inside the card either from the plus icon (+) in the “Card fields” section and selecting the respective custom field, or from the Advanced Search.
Q: Why can't I see the “Last moved” field in the Board Filter under Advanced filtering?
A: If you don't see the “Last moved” field in the board filter, it’s likely because the field hasn’t been added to the board. To resolve this, check the Custom Fields menu in the sidebar to see if the field is present for the board. If it isn’t, you’ll need to add it and then reopen the board filter.
Q: Can custom fields be set to read-only?
A: If a custom field is marked as immutable (in its Advanced settings), users will only be able to view its value after it has been initially set, but they cannot modify it.
Q: Can I change the type of a custom field?
A: No. Once created, a custom field's type cannot be changed. You will have to create a new custom field with the type you want. Learn about custom field types here.
Q: Is there a custom field type that allows decimals?
A: Yes, both "Number" and "Calculated Number" custom fields support decimals. You can enable decimal spaces in the field configuration window.
Q: Can I disable custom fields for a specific workflow in a board?
A: No, it's not possible to disable custom fields for a specific workflow. However, you can disable custom fields at the card or board level.
Q: Can I change the order in which custom fields are visualized on a board?
A: Yes, you can. Open the Board Custom Fields Management menu from the sidebar and click the “Reorder Custom Fields” button. Then, simply drag and drop the fields to arrange them in your preferred order.
Q: Where can I see the ID of a custom field?
A: You can get a custom field's ID from the Outcomes rules by opening the "EXTRACT_VALUE" configuration and following the instructions in the screenshot below:
This would get the ID of the custom field from the source configuration and show you some example formulas.
Another possible option to get the ID of a custom field is through the API. See our API documentation.
Q: How can I perform calculations on a custom field?
A: You can use a calculated custom field and build various formulas to calculate values from other custom fields (present on the card) or standard card fields like size. For example, you can use the "SUM" function to add the values of other custom fields on a card. Learn more in our guide on calculated custom fields.
Q: Can I take the values from custom fields and use them to calculate another value in a separate custom field?
A: Yes, you can achieve this with the calculated custom fields feature in Businessmap. This functionality enables you to combine values from multiple custom fields and apply functions to automatically populate values inside a specific field. You can create formulas incorporating other custom fields of the same type, standard fields like "Card Size" or "Created at," and even standard numeric values of your choice. Keep in mind that this calculation works on a card level only. For example, you can sum the values of custom fields A and B in card X to populate a new custom field C, but you can't perform calculations across different cards.
Q: Can I create a calculated field that sums the values of a custom field from child cards?
A: You can't currently sum the values of a custom field in child cards into a calculated field in the parent card. You can, however, use a calculated outcome rule to sum the values from the child cards into the parent initiative and visualize the summed value as an OKR. Here is a step-by-step guide on how to set this type of outcome rule.
Q: How can I delete a custom field from a card?
A: Open the card and locate the “Custom fields” section. Hover over the custom field you want to delete and click the trash icon. This will instantly remove the custom field from the card. However, it will not remove it from the account or other cards where it is present.
Q: Can I create a multi-selection dropdown list in Businessmap?
A: Yes, you can create a multi-selection dropdown list in Businessmap by configuring a custom field of type “dropdown.” To do this, follow these steps:
- Create a custom field: Choose the custom field type "Dropdown."
- Configure the custom field: In the configuration settings, find the “Max number of values” field.
- Set the maximum number of selections: Enter the desired number to allow users to select multiple values. For example, if you set this to 3, users will be able to select up to 3 values from the dropdown list for each card where this custom field is added.
Q: How can I use today's date in a calculated custom field?
A: To use today's date in a calculated custom field, follow these steps:
- Create a custom field: Set up a regular custom field of type date.
- Set up a “Recurring update cards” business rule: Configure this rule to update the custom date field every day with today's date by setting it to "0" days in the future.
By doing this, the custom date field will always have today's date, which you can use in another calculated custom field.
Q: Can I automatically add a custom field to a specific type of card?
A: You can achieve that by creating a template that has the necessary type and custom field in its configuration.
Import/Export
Q: Can I import worklog data?
A: You can import logtime data with APIv2. Alternatively, you can contact our support team at support@businessmap.io for help.
Q: Can I import blocked cards?
A: While you can't import cards with blockers through the Import/Export tool, you can achieve that with the "Businessmap for Excel" add-in or “Businessmap for Sheets” add-on.
Q: Can I update comments via import?
A: You can create new comments through the import tool, but you cannot update existing comments.
Q: Can I update the Planned Start and End Dates from the import tool?
A: No, it's not currently possible. Planned Start and End dates can only be set via the import tool when creating new initiatives. However, you can update these dates on existing initiatives by using our Businessmap for Excel add-in or the Businessmap for Sheets add-on.
Q: How to import a board?
A: You cannot import a board directly. You need to create a board with the desired infrastructure and then import the cards using the import tool. Alternatively, you can use the "Businessmap for Sheets" Add-on or the "Businessmap for Excel" Add-in.
Q: How can I export all users in my account?
A: You can export user data through the API (https://subdomain.kanbanize.com/openapi/). Use the “/users” endpoint to generate a downloadable file.
Q: What API endpoint should I use to export card modification records?
A: You can use this endpoint to get all card revisions:
GET /cards/{card_id}/revisions
You will get all revisions IDs, and then use:
GET /cards/{card_id}/revisions/{revision}
to get all the revision details. These details include the date and time of the change, and the user who did it. Learn more in the Businessmap API documentation.
Q: Which properties can I use in the Businessmap for Excel add-in when importing to create new cards?
A: You can use the following properties: Blocked, Blocked reason, Co-owners, Color, Column name, Created at, Custom fields, Deadline, Description, External link, Lane name, Links, Owner, Priority, Size, Stickers, Subtasks Details, Tags, Title, Type, and Watchers. Learn more about the Businessmap for Excel add-in.
Q: How can I export a board?
A: There are several ways to export board data:
- Through the Advanced search — select the board you want to export from the “Refine search criteria” menu. Use the filter “board” with the operator “is” to specify the board in question. You can add additional filters to target specific data. Once configured, click the "Configure results" menu to set up your desired output. Then, export your data by clicking “Download” in the lower right corner.
- Through the "Businessmap for Sheets" add-on — 1. Install the add-on for Google Sheets. 2. Open the add-on and select the desired board from your Businessmap Account. 3. Click on the Export/Import window. 4. Choose the data fields you want to export. 5. Click on the Export button to export the board data.
- Through the "Businessmap for Excel" add-in — 1. Install the add-in for Excel. 2. Open the add-in and select the desired board from your Businessmap Account. 3. Click on the Import/Export window. 4. Choose the data fields you want to export. 5. Click on the Export button to export the board data.
Q: Can I export the “Workflow status” table and graph (from the three-dot menu next to an initiatives workflow)?
A: There is no option to export your information directly from the Workflow Status. However, if you set up an Initiatives and Outcomes Management Dashboard for the respective board/workflow, you will be able to export that information.
Q: Is there a way to export the information from a template assigned to cards?
A: Currently, it is not possible to export this information. A template consists of various properties, such as owner = John, priority = average, CF X = value1, etc. Applying the template to a card simultaneously adds all these properties, resulting in multiple “Update” events at once. However, there is no single event like “Template X was added to card Y.”
If the template you are interested in contains any specific property with a unique value that other cards do not have, you can use this property as a search criterion and obtain the information, but that would still require manual effort.
Q: How can I export cards from the archive?
A: You can export archived cards from the advanced search. Make sure to enable the “include archived cards” checkmark in the “Options” menu when filtering your results. Then, click the “Download” button to start the export.
Integrations
Q: How to create an email-integrated user?
A: To integrate an email address in Businessmap, go to Account Administration → Integrations → Email integration. Click “Add new receiver” to select the type of email you want to integrate. You can choose between a Businessmap email address or a custom domain email address. Fill out the necessary email details and set the default location in Businessmap where new cards will be created when an email is sent to the integrated email address.
Q: Is it possible to disable the default behavior of cards being created upon sending an email to the built-in integrations email?
A: No, this behavior cannot currently be disabled. However, please note that this option only works for internal users who are members of your Businessmap instance. If an external user who is not registered as a member of your instance sends an email to the default notifications address, their email will not be processed and a card will not be created.
Q: If I send an email from Businessmap, what is the originating email that the sender will see?
A: Unless you have integrated another email, the email will be sent from the “notifications” email that looks like this: company_notifications@kanbanize.com. If there are other integrated emails added to the board, you can select either of them when sending an email from a card's Comments tab. Just click the “From” field's dropdown to select the email. You can also set a default email sender for the board from the “@” symbol next to each email available in the dropdown.
Q: When creating cards via email, can I assign a certain color to them?
A: Yes, you just need to specify the color as a hex code when formating the card details.
Q: Can I apply a template when creating cards via email?
A: Yes. To apply the template, make sure to include it in the body of the email in curly brackets: {#template: template name}. If you specify a name for the new card in the subject line of the email, that name will override the template name.
Q: Is there an integration between Businessmap and Google Sheets?
A: Yes, we have a “Businessmap for Sheets” add-on that lets you import and export data from Businessmap directly to Google Sheets. Learn more about “Businessmap for Sheets.”
Q: How can I create a Power BI query from data in Businessmap?
A: You can achieve that with our Businessmap to Power BI integration. Start by using the Advanced search to get the data you want for your Power BI query. Then, save this filter and checkmark the “Power BI query” in the modal window. This will generate a script you need to copy and use in the Advanced query editor in Power BI. To access it, go to the Power BI app, select Get Data, and click on Black query. Then, click on the Advanced Editor and paste the script you copied. To build your reports, use the Power BI Desktop Report view. For a step-by-step guide on this process, check our Power BI integration article.
Q: Can I include the card's URL in a Power BI Query?
A: Unfortunately, it's not possible to include the card's URL as a separate column in Power BI.
Milestones
Q: How can I use milestones?
A: Milestones are pivotal checkpoints in a project's lifecycle that help outline goals and align team focus. They can be associated with initiatives and cards, allowing different teams to work towards a common goal. Additionally, milestones can be integrated into the filters and triggers of business rules, enabling you to set up notifications and synchronize milestones between linked cards. Learn more in our guide on milestones in Businessmap.
Q: How can I create milestones?
A: You can create milestones either from the planning view — the plus icon in the table column called “Create new initiative or milestone,” or go to Account Administration → Card Management → Milestones and click on the New Milestone button in the upper right corner of the panel.
Q: How can I assign a milestone to a card/initiative?
A: You can associate a milestone with a card from the Milestones field dropdown available in the card details (open the card → Card fields → plus icon). For initiatives, you will find the Milestones field dropdown under the Timeline fields. Alternatively, you can associate a milestone with an initiative from the planning view by dragging and dropping the milestone you want over the respective initiative.
Miscellaneous
Q: Can I configure alarms in Businessmap?
A: You can set up alerts in Businessmap from the Notifications menu (the bell icon in the upper right corner of your screen) and select Settings, or from the My Account menu → Notifications. You can receive both emails and in-app notifications for different actions, such as when a card is assigned to you.
Q: How can I change the Businessmap logo to my company logo?
A: To change your logo in Businessmap, go to the “My Account” menu (click your avatar in the upper right corner of your screen), select the Settings tab, and click the “Change logo” button.
Q: Is it possible to visualize the cycle time in hours instead of days?
A: On a board level, the cycle time of cards is displayed in days and that setting cannot be changed. However, in the Advanced search, you can set the time units in the “Configure results” menu to either be in days, hours, minutes, or seconds. In the Analytics charts, you can configure the time unit in the chart controls → Time Units setting.
Q: Can I remove the local cycle time in Businessmap?
A: The local cycle time cannot be removed or configured as it is automatically tracked by the system. However, you can choose to make it visible in the closed card view from the card and initiative view settings available in the sidebar.
Q: Where can I find my Businessmap invoices?
A: To view and download your invoices, you need to be logged in to your Businessmap account. Once logged in, click on your avatar in the upper right corner and select the "Payment Plan" option from the dropdown menu. Then, click on the "Invoices" button in the Subscription Panel. This will give you access to your invoices in a PDF format. From here, you can open and download the PDF files using the corresponding buttons. Please note that only Account Owners and users with "Make Payments" privileges can view and download invoices.
Q: Can I change other users' avatars?
A: No. A user can only change their own avatar.
Q: Can I change the color of the priority label?
A: No, the color of the priority labels in Businessmap cannot be changed. You can however change the card surface.
Q: Can I open Businessmap in an iframe?
A: No. Iframe embedment is not allowed in Businessmap.
Q: How is the card deadline displayed for users in different time zones?
A: Our product’s deadline feature is designed to account for different time zones, ensuring that the correct date is displayed for all users, regardless of their location. When a deadline is set through the UI, the system automatically assigns a time of 12:00 PM, which helps cover most time zones and ensures consistency across the board. However, when setting deadlines via the API, where it's possible to include the time, this can affect how the deadline is displayed across time zones.
When someone changes their time zone, the deadline is converted to their local time. For example, if a user sets a deadline for "2024-08-08 00:00:00" in London, it will display as "2024-08-08 01:00:00" in London and "2024-08-07 19:00:00" in Chicago, leading to different dates being shown in each time zone.
To maintain consistency across teams in different time zones, we recommend using "12:00:00" instead of "00:00:00" when updating deadlines via the API.
Q: What setting should I use if I want all board members to receive an email whenever a new comment is added to a card in that board?
A: To ensure all board members receive an email whenever a new comment is added to a card, you can either tag “@ Board Members” in a comment, which will send a notification to everyone on the board, or each user can individually enable the “Comment is added/updated/deleted” notification in the Notifications menu.
Q: How can I find duplicated cards in a board?
A: The easiest way to check for duplicated cards in a board is to run an export and use a formula to check for duplicates.
Q: Can I send a board template to another Businessmap account?
A: No, we currently don't support a board template function.
OKRs
Q: How to create OKRs in Businessmap?
A: In Businessmap, you can create OKRs through the Outcomes feature available for initiatives. Open an initiative, click on “Define desired measurable outcomes,” and input the outcome data — including the custom field or outcome rule to be tracked, current value, outcome summary, starting value, target value, operator, and weight. Learn more in our outcomes guide or watch the short video below.
Subtasks
Q: Can I make checklists in Businessmap?
A: Yes! You can use the Subtasks tab available in every card to create checklists. You can learn more about how to work with subtasks in Businessmap here.
Q: Is there a way to force completing a checklist before moving a card?
A: Yes, you can achieve that with an arrival or departure rule. You can set up an arrival rule in the column where the card will be moved with the “subtask progress → is equal to → 100%" condition. This will prevent moving cards with unfinished subtasks into that column. Similarly, you can configure a departure rule in the column from which you will be moving the card with the same condition as above. This will prevent moving cards with unfinished subtasks from this column. Learn more about arrival and departure rules here.
Q: Can I import a subtask without the add-ons?
A: No. You can only create subtasks by importing them through the Businessmap for Sheets add-on and the Businessmap for Excel add-in.
User Roles and Permissions
Q: What permission does a user need to view archived cards?
A: To allow a user to see archived cards, their role must have the "View archive" board permission enabled. To adjust this permission, go to Account administration → User management → Roles, and select the respective role. Read more about user roles here.
Q: How do I give a user permission to see the links on a card?
A: To allow a user to see the links on a card, their role must include the “card links” permission. Account Owners and users with the “Manage roles” admin privilege can create and modify roles to include this permission.
Q: What permissions do I need to be able to see logged time on boards where I'm not assigned?
A: If you're an Account Owner, you can access logged time data in the Worklog reports within the Reporting tool, even if you're not assigned to the board. However, you won't be able to view the board itself unless you are assigned to it.
Q: Can I remove people from the Global team?
A: No. All users are automatically part of the Global team and cannot be removed from it.
Q: Is the Global team added to all boards by default?
A: No. The Global team should be manually added to a board if the account owners deem it necessary.
Q: Can I designate a team as a “user” so I can notify the whole team rather than notify users individually?
A: No, it's not currently possible to designate a team as a “user” for notification purposes in Businessmap. To notify the entire team (in a comment or through a business rule), you would need to add each team member individually to the notification or mention. In comments, you have the option to mention (@) the Owner/Owners of the card, the Reporter, or the Board Members.
Q: Where can I find the role configuration panel if I want to create or edit user roles?
A: Navigate to Account administration → User management → Roles and click on the role you want to modify or click “Add new role” to create a new role.
Q: Can I only allow one board role to move cards to a certain column?
A: Yes, you can achieve this with Arrival/Departure rules. In your scenario, you would need to set up an Arrival rule and add the respective role in the rule's Conditions (select Role → Is → add the role from the list of options). Learn more about Arrival and Departure rules.
Q: How can I restrict specific users from moving cards in a certain swimlane?
A: You can achieve this by setting up an arrival rule for the respective swimlane. In the conditions of the rule, you need to list the users ("Authors") who can't move cards to that swimlane with the “is not any of” operator.
Q: Where can I see my account owner(s)?
A: To see who are the account owners of your account, go to the Account Administration (the gear icon in the upper right corner of the Businessmap interface) and click the Users tab. You will see the account owners in a table view.
Q: As an Admin, why am I receiving board access requests via email?
A: If you're receiving emails for board access requests, it's because the "Allow users to request access to board" security control is enabled for the account, and you're designated to grant or reject access. Depending on the settings, you may be a Workspace Manager for the board, hold a specific role, or have been manually selected to receive these notifications. If you'd prefer not to receive these emails, go to Administration → Security & Audit → Security Controls, and edit the setting to exclude yourself.
Widgets
Q: What is the purpose of the Timeline Report widget?
A: The timeline report is a widget in Businessmap that shows the status of projects based on their progress and meeting set goals. This report uses traffic lights (red/yellow/green) to indicate the status of both ongoing and completed initiatives. Red indicates a significant delay in progress, yellow indicates a slight delay, and green indicates the initiative is on track. You can view detailed information for each initiative, such as planned start and end dates, actual dates, and deadlines. You can add the widget to a dashboard from the “Add widget” button. Look for the Timeline Report in the Miscellaneous widgets section or use the filter to locate it quickly. Learn about the Timeline Report widget.
Q: In the Initiatives and Outcomes Management Dashboard I see initiatives that don't have a target date. How can I set a target date?
A: You can do that by opening the respective initiative (hover over the initiative and select the “click to view the card details” button) and adding a deadline or a planned end date. In the presence of both, the system will display the planned end date as the target date. Read more about the initiatives and outcomes dashboard.