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Planview Customer Success Center

LeanKit Training Center

Planview LeanKit Training Center

Instructor-led and online training services for the Planview LeanKit product. 

For information on scheduling private classes please contact your Planview representative or  Planview Training Services directly.

 

Learning Paths

Select a role to see a Learning Path comprised of online self-paced, instructor-led courses and/or webinars. People often have responsibilities that span multiple roles, so think about what works best for your organization.

Which learning option is best for you?
  • The free, self-paced online Training Academy combines help documents and videos into an easy to follow structure organized by by subjects.
  • Instructor-led Courses are taught by Planview certified Subject Matter Experts who cover a variety of subjects, provide hand-on exercises, and interactive student materials all in a professional learning environment. Open Enrollment classes are open to all customers. Classes available as Open Enrollment are indicated with a red "register" button. 
  • Our free Enablement Webinars are also lead by Subject Matter Experts who dive into specialized topics in short video sessions.

           

Board User Board Manager Account Administrator

A "Board User" is someone who will will create, edit, and move cards in order to manage their work on a kanban board.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

Getting Started - Get started quickly with an overview of the major features and important concepts.    

1

Beginner Level Learning

Boards and Cards Overview - Overview of working with Boards and Cards in LeanKit.    
  Using Boards - How to use boards in LeanKit.    
  Using Cards - How to use cards in LeanKit.   Tasks vs. Connected Cards: Best Practices - Learn about breaking your work down to help estimating, team buy-in, dependencies, etc. Recorded May 2019

2

Intermediate Level Learning

    Understanding LeanKit Analytics: Card Health - Learn about the Card Health tab which provides answers to card-related questions such as expected finish date, how likely are you to meet your deadline, which lanes did this card spend time in, and has rework occurred? Recorded February 2020

A "Board Manager" is Board User who can perform operations such as changing board layout and setting Work In Progress Limits.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

Getting Started - Get started quickly with an overview of the major features and important concepts.    

1

Beginner Level Learning

Boards and Cards Overview - Overview of working with Boards and Cards in LeanKit.   Best practices for building or rebuilding a LeanKit Board - Learn about the best practices for creating a visual model of your work and workflow. Recorded April 2019
  Using Boards - How to use boards in LeanKit.   The Power of Board Filters - Learn about using filter to find your work, highlight problems and provide guidance to others. Recorded June 2019
  Using Cards - How to use cards in LeanKit.   Tasks vs. Connected Cards: Best Practices - Learn about breaking your work down to help estimating, team buy-in, dependencies, etc. Recorded May 2019
      Common Mistakes to Avoid When Using LeanKit - Learn about how to avoid the most common mistakes and pitfalls when using LeanKit. Recorded May 2020

2

Intermediate Level Learning

Reports Overview - Learn which reports are available in LeanKit and how to modify your board layout for optimal reporting, as well as how to access and view various types of board analytics.   Understanding LeanKit Analytics: Card Health - Learn about the Card Health tab which provides answers to card-related questions such as expected finish date, how likely are you to meet your deadline, which lanes did this card spend time in, and has rework occurred? Recorded February 2020
      Understanding LeanKit Analytics: The Assigned Users Report - Learn about the Assigned Users Report which allows you to evaluate assigned user information quickly to help determine if work is effectively allocated. Recorded September 2019
      Understanding LeanKit Analytics: The Burndown Report - Learn about the Burndown Report which helps teams to complete work in a specific period of time by visualizing their progress, to understand if work is being completed fast enough to meet the delivery commitment, and to understand past performance. Recorded February 2020
      Understanding LeanKit Analytics: The Distribution Report - Learn about the Distribution Report which provide a quick overview of how work items are distributed within the system and how much of your capacity is dedicated to different types of work. Recorded October 2019
      Understanding LeanKit Analytics: The Efficiency Report - Learn about the Efficiency Report which helps you to determine the amount of your in-process work that is active or inactive over a specific period of time. Recorded January 2020
      Understanding LeanKit Analytics: The Exceptions Report - Learn about the Exceptions Report which helps team leaders know when to intervene to keep their team’s work on track, and helps teams better identify problems and make room for improvement. Recorded October 2019
      Understanding LeanKit Analytics: The Flow Report - Learn about the Flow Report which allows you can see how smoothly the work is flowing through your process. Recorded December 2019
      Understanding LeanKit Analytics: The Speed Report - Learn about the Speed Report which shows the average amount of time that a card takes to be processed from start to finish. Recorded November 2019

An "Account Administrator" is someone who is responsible for maintaining the application and data and/or the creation and maintenance of the business processes.

 

Training Academy Courses

Instructor-Led Courses

Webinars (live and recorded)

0

Foundational Level Learning

Getting Started - Get started quickly with an overview of the major features and important concepts.    

1

Beginner Level Learning

Boards and Cards Overview - Overview of working with Boards and Cards in LeanKit.   Best practices for building or rebuilding a LeanKit Board - Learn about the best practices for creating a visual model of your work and workflow. Recorded April 2019
  Using Boards - How to use boards in LeanKit.   The Power of Board Filters - Learn about using filter to find your work, highlight problems and provide guidance to others. Recorded June 2019
  Using Cards - How to use cards in LeanKit.   Tasks vs. Connected Cards: Best Practices - Learn about breaking your work down to help estimating, team buy-in, dependencies, etc. Recorded May 2019
      Common Mistakes to Avoid When Using LeanKit - Learn about how to avoid the most common mistakes and pitfalls when using LeanKit. Recorded May 2020

2

Intermediate Level Learning

Reports Overview - Learn which reports are available in LeanKit and how to modify your board layout for optimal reporting, as well as how to access and view various types of board analytics.   Understanding LeanKit Analytics: Card Health - Learn about the Card Health tab which provides answers to card-related questions such as expected finish date, how likely are you to meet your deadline, which lanes did this card spend time in, and has rework occurred? Recorded February 2020
      Understanding LeanKit Analytics: The Assigned Users Report - Learn about the Assigned Users Report which allows you to evaluate assigned user information quickly to help determine if work is effectively allocated. Recorded September 2019
      Understanding LeanKit Analytics: The Burndown Report - Learn about the Burndown Report which helps teams to complete work in a specific period of time by visualizing their progress, to understand if work is being completed fast enough to meet the delivery commitment, and to understand past performance. Recorded February 2020
      Understanding LeanKit Analytics: The Distribution Report - Learn about the Distribution Report which provide a quick overview of how work items are distributed within the system and how much of your capacity is dedicated to different types of work. Recorded October 2019
      Understanding LeanKit Analytics: The Efficiency Report - Learn about the Efficiency Report which helps you to determine the amount of your in-process work that is active or inactive over a specific period of time. Recorded January 2020
      Understanding LeanKit Analytics: The Exceptions Report - Learn about the Exceptions Report which helps team leaders know when to intervene to keep their team’s work on track, and helps teams better identify problems and make room for improvement. Recorded October 2019
      Understanding LeanKit Analytics: The Flow Report - Learn about the Flow Report which allows you can see how smoothly the work is flowing through your process. Recorded December 2019
      Understanding LeanKit Analytics: The Speed Report - Learn about the Speed Report which shows the average amount of time that a card takes to be processed from start to finish. Recorded November 2019

3

Advanced Level Learning

Advanced Reporting - Learn how to get started with LeanKit's advanced reporting API.