Card Type Overivew
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 | Common Names | Description | Required? | Enabled By Default? |
|---|---|---|---|---|
| Workspace | Top (root) card for each workspace tree | Yes | Yes | |
| Vision | Strategic Pillar / Mission Statement | Concise and inspiring declaration that outlines long-term aspirations and desired future state | No | No |
| KPI | Key Metric / Score Card | Important metric tracked indefinitely. Organize these into trees. | No | Yes |
| Objective | Initiative / Narrative / Strategy | Qualitative statement, usually used alongside an Outcome/Key Resuslt | No | Onboarding selection |
| Outcome | Key Result / Goal / Rock / Commitment | Quantitative measure of progress for a period of time | No | Onboarding selection |
| Opportunity | Barrier / Step / Pain Point | Barriers to achieving an Outcome | Yes | Yes |
| Solution | Bet / Feature | Address Opportunities when implemented | Yes | Yes |
| Assumption | Hypothesis | Each Solution contains one or more assumption(s) believed to be true. If we are wrong about these, it adds risk when investing in that solution | Yes | Yes |
| Experiment | Test | An experiment is designed to bring an assumption closer to known knowns | 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
