Home Business Reviews Adding a new panel/Card to a Business Review

Adding a new panel/Card to a Business Review

Last updated on Jul 17, 2024

1.On the left sidebar of your dashboard, click on the "Biz Reviews" icon

2.Select the Biz Review that you want to work on

3.Click "+" to display all the panels/cards that you can add to the Biz Review

Note: This will only be visible in business reviews where the layout is editable, and the review is not published or closed

4.After adding the text card, you can add a title

5.You can delete the Text Card by clicking the three vertical dots and selecting "Delete"

6.You can add Action Items card to the Biz Reviews. You can note down all the action items from your meeting and assign them to their relevant owners

7.You can add Goals card to the Biz Review

8.You can change the Title of the Goals card, select the goal type (Department/Company) and Goal cycle, then click "Add"

9.All the goals from the selected cycle will be pulled into the Biz Review