Card Type Overview
Configure Vistaly Cards to match your business’ language.
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 |
| Long-term strategic context card that represents enduring organizational direction and purpose | No | No |
| KPI | Strategy |
| Persistent measurement card that tracks ongoing metrics relevant over extended periods, typically without end dates | No | Yes |
| Objective | 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 |
| Time-bound measurement card with clear start/end dates and target values to achieve within a defined period | No | Onboarding selection |
| Opportunity | Discovery |
| Cards documenting customer problems, needs, or desires worth solving, based on customer conversations, feedback, and usage data | Yes | Yes |
| Solution | Discovery |
| Actions taken to address identified Opportunities, which can include new features, improvements, or other interventions | Yes | Yes |
| Assumption | Discovery |
| Beliefs accepted as true without definitive proof that underlie Solution proposals and can be validated through experimentation | Yes | Yes |
| Experiment | Discovery |
| 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
Card Type Overview
Configure Vistaly Cards to match your business’ language.
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 |
| Long-term strategic context card that represents enduring organizational direction and purpose | No | No |
| KPI | Strategy |
| Persistent measurement card that tracks ongoing metrics relevant over extended periods, typically without end dates | No | Yes |
| Objective | 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 |
| Time-bound measurement card with clear start/end dates and target values to achieve within a defined period | No | Onboarding selection |
| Opportunity | Discovery |
| Cards documenting customer problems, needs, or desires worth solving, based on customer conversations, feedback, and usage data | Yes | Yes |
| Solution | Discovery |
| Actions taken to address identified Opportunities, which can include new features, improvements, or other interventions | Yes | Yes |
| Assumption | Discovery |
| Beliefs accepted as true without definitive proof that underlie Solution proposals and can be validated through experimentation | Yes | Yes |
| Experiment | Discovery |
| 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