Not every business works the same – we get that.

We also know teams don’t want to spend an incredible amount of time managing bespoke systems strung together by spreadsheets, slides, and wikis.

Vistaly strikes a balance between ultimate configurability and fully opinonated software. Take a look at how you can adjust Vistaly to match your work style 👇

Configuring Card Types

Cards are core to how Vistaly works. There are several card types, each with its own purpose.

Here’s an overview of each type and a general description.

Card TypeTypeCommon NamesDescriptionRequired?Enabled By Default?
Workspace--Root card that contains and organizes all other cards in a workspaceYesYes
VisionStrategy
  • Vision Statement
  • Mission Statement
  • Strategic Pillar
Long-term strategic context card that represents enduring organizational direction and purposeNoNo
KPIStrategy
  • Business Metric
  • Health Metric
  • Dashboard Metric
Persistent measurement card that tracks ongoing metrics relevant over extended periods, typically without end datesNoYes
ObjectiveStrategy
  • Initiative
  • Narrative
  • Strategy
Near-term strategic context card that bridges long-term vision with execution work, typically for a quarter or bi-annual periodNoOnboarding selection
OutcomeStrategy
  • Key Result
  • Goal
  • Rock
Time-bound measurement card with clear start/end dates and target values to achieve within a defined periodNoOnboarding selection
OpportunityDiscovery
  • Need
  • Pain Point
  • Desire
Cards documenting customer problems, needs, or desires worth solving, based on customer conversations, feedback, and usage dataYesYes
SolutionDiscovery
  • Bet
  • Feature
Actions taken to address identified Opportunities, which can include new features, improvements, or other interventionsYesYes
AssumptionDiscovery
  • Hypothesis
Beliefs accepted as true without definitive proof that underlie Solution proposals and can be validated through experimentationYesYes
ExperimentDiscovery
  • Test
  • Assumption Test
Evidence-gathering activities designed to validate or invalidate high-risk assumptions, saving time and resourcesYesYes

Adjusting Card Type Language

If you’re using a name or concept not covered in the table above, modify the closest one matching the language or concepts you want to use.

  1. Navigate to Card Settings
  2. Select the card type to disable
  3. Select a common name or “Customize”** to set your own.

Enabling / Disabling Card Types

Workspace, Outcome, Opportunity, and Solution are the required card types.

If a card type is not required, it can be removed from a workspace. Removing unused card types simplifies a workspace, while adding card types allows for advanced modeling, provides a layer of segmentation, or acts as a closer representation of how your business is structured.

To enable or disable a card type:

  1. Navigate to Card Settings
  2. Select the card type to disable
  3. Toggle the “Card Type Enabled” field to off