How to
Find out how to configure, manage, use, and control Businessmap.
Getting Started
Empezar
Iniciando sua conta
Type of Workspaces and Workspace Management
Manage your Dashboard
- How to Add and Configure the Throughput Widget
- The Initiatives and Outcomes Management Dashboard
- Home Dashboard Overview and Custom Dashboard Management
- The Workflow Performance Summary Widget
- How to Add a Predefined Widget?
- How to Create and Add a Custom Widget?
Manage Boards
- How to Use the AI Tools Menu to Generate Subtasks, Comments & Emails
- How to Create Whiteboards in Businessmap?
- Description of the Kanban Board
- How to Create and Rename a Board?
- How to Customize Your Board and Edit Your Workflows?
- How to Utilize the Board Policies?
Working with Cards
- How to Configure Your Card and Initiative View Settings
- What is a Kanban Card?
- How to Create a Kanban Card?
- How to Move Cards?
- How to Assign an Owner to a Card?
- How to Archive and Unarchive Cards?
Card Elements
- The Custom Field Categories in Businessmap
- How to Use and Manage Milestones in Businessmap
- Calculated Custom Fields
- How to Create and Manage Custom Fields?
- Types of Custom Fields
- How to Update Multiple Custom Fields?
Card Links
My Account
- Visual Enhancements in Businessmap: Dark Theme and Color Blindness Optimization
- How to Sign Up for a Free Businessmap Trial Account?
- How to Join Your Businessmap Company Account?
- How to Log in to Businessmap?
- How to Use Your Promo Code in Businessmap?
- Overview of the "My Account" Menu
Payment Panel
- Common Payment Errors (in Businessmap) and How to Fix Them
- Overview of the Payment Panel
- How to Subscribe for a Businessmap Account?
- How to Upgrade Your Monthly Subscription Plan?
- How to Upgrade Your Annual Subscription Plan?
- How to Renew Your Annual Subscription Plan?
Manage User Administration
- User Management in Businessmap: Roles, Permissions & Privileges Explained
- What Are User Attributes and How to Map Them in Your Account
- Administration Panel Overview
- The Account Security and Card Controls in Businessmap
- Overview of the Audit Logs
- Description of the Admin Privileges
Initiatives and Cards Workflow Management
- Syncing Planned Start and End Dates Between Child and Parent Initiatives
- How to Set Up Hierarchical Outcome Rules in Businessmap
- What Is an Initiative Workflow and How to Manage It?
- What Is an Initiative and How Does it Work?
- How to Create Initiatives?
- Overview of the Initiative Properties
Search, Filtering & Reporting
- Understanding the First/Last Request, Start, and End Dates in Businessmap
- Getting Started with the Advanced Search
- How to Filter Information and Run Reports via the Advanced Search?
- How to Update Multiple Cards via the Advanced Search
- How to Do a Quick Search for a Card?
- How to Create Filters and Make Them Public?
Business Rules
- How to Work with the Advanced Schedule in Recurring Business Rules
- What is a Business Rule?
- How to Configure the Order in Which Business Rules are Executed?
- A List of All ‘THEN’ Options in Business Rules
- How to Troubleshoot a Business Rule?
- How to Copy Card Properties between Linked Cards via Business Rules?
Notifications
Analytics
- Why We Need a New Version of the Analytics Module?
- Getting Started with Analytics
- System Behaviors When Moving Cards Backwards or between Workflows/Boards
- The Analytics Dashboard
- The Kanban Flow Simulation
- The Cycle Time Scatterplot
Reports
- Getting Started with the Reporting Tool
- The Pivot View in the Reporting Tool
- The Worklog Reports
- The "Cycle time per column" Report
- The "Initiatives and Outcomes" Report
- The "Blockers" Report
Import / Export
- Getting Started with the Import/Export tools
- How to Access the Import Tool and Format Your File for Successful Import?
- How to Create New Cards/Initiatives via Import?
- How to Update and Move Existing Cards or Initiatives via Import?
- How to Link Cards via Import?
- How to Create New Cards with Historical Metrics Data via Import?
SAML Single Sign-On (SSO)
- Configuring SAML Single Sign-On in Businessmap
- How to Manage User Provisioning with SSO
- Handling User Email Changes for Users with SSO
- How to Set Up SAML Single Sign-On with G-Suite?
- How to Set Up SAML Single Sign-Оn with Microsoft Entra ID
- How to Set Up SAML Single Sign-Оn with Okta?
OIDC Single Sign-On (SSO)
Email Integration
Integrations
- How to Upload and Download Businessmap Files Using API v2
- MS Forms to Businessmap Integration using MS Power Automate and Emails
- Outlook to Businessmap Integration
- Businessmap Integration with Slack (bi-directional)
- Businessmap Integration with GitHub (bi-directional)
- Businessmap Integration with GitLab (bi-directional)
Miscellaneous
- How to Create and Manage Announcements in Businessmap
- How to Use the Businessmap AI Coach
- How to Use the Businessmap AI Assistant
- API and Data Limits
- Support Packages
- Basic Troubleshooting Guide