Skip to main content
Planview Customer Success Center

Lesson 6: Viewing Your Work

There are two main views that help you to access and manage your work in LeanKit: the home screen and the board view. This guide helps new users get familiar with LeanKit, and provides an overview of the LeanKit home screen and board view. 

Please 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.

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.

Board View

numbered board leankit lesson 6.png

The board view is where teams create a visual representation of how work flows and can easily see what is being worked on. As team members complete work, cards are moved across lanes from left to right to reflect their current status.

  1. Click the Planview LeanKit logo to navigate to the home screen, or access your recently viewed boards.
  2. The vertical lanes on your board represent the different steps a work item moves through, from initial planning to completion. The specific lanes a team uses can be easily customized in LeanKit to meet the needs of the team. 
  3. Cards represent work items on the board, and are moved across lanes from left to right to reflect their current status. Click on a card to view its details.
  4. Create a new card.
  5. Highlight cards on the board that meet specific filter criteria, such as card type, priority, blockers, assigned user, tags, and more.
  6. Display a board legend of card types and custom icons. 
  7. View the board's activity stream, which includes a chronological list of every card update. Click on any card in the activity stream to view the card's details.
  8. View the board's analytics. Available reports include 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.
  9. Manage your board settings:
    • 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 Header settings, import/export, and personal preferences.
    • RSS and Calendar: Subscribe to events that occur on the board and receive RSS and Calendar notifications.
    • Subscribe to Board: Subscribe to events that occur on the board and receive email notifications.
    • Download Snapshot: Download a PDF of your board or cards.
    • Export Board History: Export a log of your board’s history that goes back 365 days.
    • Toggle API Mode: Switch to a representation of your board that displays IDs required for mapping integrations.
  10. Invite people to your account so users can access your boards.
  11. Search for cards across all the boards that you have access to.
  12. Open the My Cards + Tasks panel.
  13. Access your user profile and change personal user settings.
  14. Access the LeanKit Knowledge Center, which contains links to help guides, weekly release notes, and guided walkthroughs.
  15. Zoom in/out on the board.