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Planview Customer Success Center

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 will display all the boards in your organization.

step circles leankit home screen.png

  1. Click the Planview LeanKit logo to access your recently viewed boards.
  2. Access boards, board templates, and the board archive.
  3. Select a board level to display all the boards assigned to that level.
    1. Click Uncategorized Boards to view boards with no assigned level.
    2. Click All Boards to clear your level selection.
    3. Click the board levels icon edit board levels icon.png to edit board levels.
  4. Click a board's thumbnail to open the board.
  5. Create a new board.
  6. Invite people to your account.
  7. Manage your account settings.
  8. Access the URL generator.
  9. Search across all your boards.
  10. Open the My Cards + Tasks panel.
  11. Manage your user account settings.
  12. Filter the list of available boards.
  13. Access the LeanKit Knowledge Center, which contains links to help guides, weekly release notes, and guided walkthroughs.

Welcome to LeanKit Sample Board

welcome to leankit board.png

The Welcome to LeanKit! board 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 the Welcome to LeanKit! 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. Learn more here.
  • Work in Process (WIP) - Work that has been started but is not yet “Finished.” Learn more here.  
  • Board - A visual representation of your workflow, separated into lanes that represent stages of work with cards that represent individual work items. Learn more here.
  • Card - A visual representation of a piece of work that can be moved through the lanes on your board. Cards help you visually track each work item as it is moved through the stages of your process.Learn more here.
  • Lanes - Rows and columns on a board that represent different steps or stages in a work process. Learn more here.
  • LeanKit Account - Each LeanKit Account has its own unique web address, one or more users, and one or more boards. Within one LeanKit account, multiple users can collaborate and manage their work on boards they share. The web address [e.g. yourcompany.leankit.com] is created during the initial account set up, but can be changed at the request of the Account Owner.
  • 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. Learn more here.
  • User License Limit - 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. Learn more here.

Find more key terms and definitions in The LeanKit Glossary.