This guide helps new users get familiar with LeanKit, and provides an overview of some of the main views and features to visualize and manage your work more effectively.
Note: we're assuming that you’ve already been given access to a board by your LeanKit Account Administrator and have been assigned a “User” role in LeanKit.
There are three main views available in LeanKit to help you manage your work:
- Home view
- Workflow view
- Calendar view
When you first access your LeanKit account, you’ll find yourself on the Home screen. The Home view provides an overview of all the boards you have access to and account settings, including the ability to create new boards and add new users.
If your LeanKit Account Administrator has already created boards and given you user access, you’ll see a small image (thumbnail) of each existing board in this view. To open a board, click a thumbnail.
When you open a board by clicking on its thumbnail image, you’ll see the Workflow or “Board” view. This is where teams create a visual representation of how work gets done and what is being worked on.
The columns -- or lanes -- on your board represent the different steps a work item can move through from initial planning through to completion. The specific lanes a team uses can be easily customized in LeanKit to meet the needs of the team.
“Cards” are used to represent work items on the board. Upcoming work is typically added to the Backlog and prioritized for the team to work on. When a team member is ready to start work, the card is pulled onto the “Doing” part of the board and moved across lanes from left to right to reflect the current status. The archive is a holding area for all cards that have been completed or discarded. Opening the archive will show cards added to the Archive in the last 14 days.
For work items with assigned start and finish dates, LeanKit provides an interactive Calendar view to manage your work schedule.
You can move cards from the Unscheduled Cards lane onto the calendar and move cards on the calendar by clicking and dragging them. Moving a card in the calendar view automatically updates the start and/or finish date fields. You can also click the right side of the card and drag it to expand the duration.
In both the Workflow view and Calendar view, icons in the top navigation bar provide access to important LeanKit functionality and settings.
Here’s more information to explain how to use the icons in the top navigation bar:
Workflow view: View cards in a kanban board format.
Calendar view: View cards in weekly, monthly, or four week format.
Add Card: Quickly add new cards to the board
Add User: Invite new users to access the board.
Filter Cards: Highlight cards using filters such as card type, priority, blockers, assigned user, tags, and more.
Search: Find cards using advanced search criteria that allows you to search boards that you have access to.
Activity Stream and Analytics:
Activity Stream: View a chronological list of every card update. Includes card links for quick access to more details. Search the Activity Stream by date range and user.
Analytics: Reports include cumulative flow, cycle time, card distribution, and efficiency diagrams to help you measure your team’s effectiveness and identify opportunities for improvement. More information on analytics.
Board Layout Editor: Modify the layout of your board.
Board Settings: Update board title and description, user access, tags, card types, class of service, card ID settings, import/export, and personal preferences.
Subscriptions: Subscribe to events that occur on the board and receive email notifications.
Snapshots: Take a snapshot of your board to print or download.
- Help: Access getting started resources, ask a question, or search the Knowledge Base.
Now that you’re familiar with LeanKit views and navigation, learn how to visualize and manage your work using cards.