Card Type Overview

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 Type	Type	Common Names	Description	Required?	Enabled By Default?
Workspace	-	-	Root card that contains and organizes all other cards in a workspace	Yes	Yes
Vision	Strategy	Vision Statement Mission Statement Strategic Pillar	Long-term strategic context card that represents enduring organizational direction and purpose	No	No
KPI	Strategy	Business Metric Health Metric	Persistent measurement card that tracks ongoing metrics relevant over extended periods, typically without end dates	No	Yes
Objective	Strategy	Initiative Narrative Strategy	Near-term strategic context card that bridges long-term vision with execution work, typically for a quarter or bi-annual period	No	Onboarding selection
Outcome	Strategy	Key Result Goal Rock	Time-bound measurement card with clear start/end dates and target values to achieve within a defined period	No	Onboarding selection
Opportunity	Discovery	Need Pain Point Desire	Cards documenting customer problems, needs, or desires worth solving, based on customer conversations, feedback, and usage data	Yes	Yes
Solution	Discovery	Bet Feature	Actions taken to address identified Opportunities, which can include new features, improvements, or other interventions	Yes	Yes
Assumption	Discovery	Hypothesis	Beliefs accepted as true without definitive proof that underlie Solution proposals and can be validated through experimentation	Yes	Yes
Experiment	Discovery	Test Assumption Test	Evidence-gathering activities designed to validate or invalidate high-risk assumptions, saving time and resources	Yes	Yes

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.

Navigate to Card Settings
Select the card type to disable
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:

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

Views & Workflows

Core Concepts

AI Document Drafting

Integrations

Migration Support

Configuring Card Types

Adjusting Card Type Language

Enabling / Disabling Card Types

​Configuring Card Types

​Adjusting Card Type Language

​Enabling / Disabling Card Types

Configuring Card Types

Adjusting Card Type Language

Enabling / Disabling Card Types