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Lesson 2: Getting to Know LeanKit - The Basics

Get Familiar with the Home Screen

When you first access your LeanKit account you’ll find yourself on the Home screen. Initially, the only board you’ll see is the “Welcome To Leankit!” board.

As you create additional boards, the Home screen shows all the boards in your organization. You’ll also use this view to manage your account settings, create new boards, add new users, and manage user settings.

Click the small image (thumbnail) of the Welcome to LeanKit! board to open it.

 

This is a sample board to give you a feel for how LeanKit works. The sample cards contain quick tips about important fields, icons, and functionality.

Use this board to experiment with adding new cards and changing the board layout. You can also rename it, delete the cards, and use it as a starting point to manage your own work.

Key Terms

Here’s a quick explanation of the most common terms you’ll see used in the LeanKit application and product resources.

  • Kanban Board: Kanban is the Japanese word for signal card. A Kanban board is a visual way to manage activities by signalling the status of those activities in a highly visible way.
  • Visual Management: A philosophy that work is better managed through visual systems, such as Kanban, rather than text-based lists or spreadsheets. The philosophy posits that visualizing work as it’s being done better reveals problems at earlier stages.
  • Kanban System: A display of visual indicators, namely cards, that signals what the process needs exactly when the process needs it. Also: a way to visualize work and workflow.
  • Process: The series of actions, steps, or stages that a piece of work goes through to be considered “done.”
  • Work in Process: Work that has been started but is not yet “done”.
  • Card: Work items are represented on the board using “Cards.”
  • Lane: The ability to group cards on a board using vertical columns and horizontal rows.
  • LeanKit Account: Each instance of LeanKit is called an Account, and has its own unique web address. The web address [e.g. yourcompany.leankit.com] is created during the initial account set up.
  • LeanKit User: Each account can have multiple Users. Each person needs their own user login to access a particular LeanKit account. Each user can either be enabled or disabled; only enabled users can login or otherwise access the account.
  • User Licenses: This determines the number of users that can be enabled at the same time within a LeanKit account. Only enabled users count against or "consume" the number of user licenses available.

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Doc ID: 1191969828

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