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Planview Customer Success Center

Video Library

Getting Started

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Introducing LeanKit

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LeanKit in 60 Seconds

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Sign up for a Free Trial

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How does the Free Trial Work?

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Purchase a LeanKit Account

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LeanKit for Manufacturing

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LeanKit for DevOps

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Create or Add a User

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Create a Board

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Board Settings

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Open the Board Layout Editor

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Create a Card

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Edit a Card

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Board Health

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Quick Wins Driving Collaboration

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Quick Wins Driving Visibility

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Quick Wins Improving Time to Delivery

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Team Kanban Experience for the PMO

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Welcome to Instant Coffee

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Welcome to Card Scoring

 

 

Boards

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Access and Use Context Menus

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Archive or Unarchive a Board

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Board Health

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Change a Lane's Title

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Create a Board

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Create a Custom Field

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Delete a Board

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Download a PDF Snapshot

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Duplicate a Lane

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Edit Individual Lane Details

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Managing Lanes in the Board Layout Editor

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Open the Board Layout Editor

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Set Lane WIP Limits

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Subscribe to a Lane

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Swimlanes

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Understand and Use WIP Limits

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Understand the Finished Lane and the Finished Card Archive

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View Board and Card Activity

   

 

 

Cards

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@mentions

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Add Comments to Cards

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Adjust Default Card Subscriptions

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Assign a User to a Card

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Configure Card Header Settings

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Create a Card

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Create a Card Type

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Create and Use Template Cards

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Create Custom Icons

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Create New Cards via Email

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Duplicate a Card

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Edit a Card

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Filter Cards on a Board

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Import and Export Cards

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Manage Card Attachments

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Move Multiple Cards

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Prioritize Cards

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Save a Card

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Search for Cards

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Set Planned Dates for Cards

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Subscribe to a Card

     

 

 

Connections

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Connect New Cards

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Connect to Existing Cards

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How Can I Visualize Dependencies with Connections?

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Remove Card Connections

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Transition from Tasks to Connections

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View a Map of Your Connections

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View Connected Cards

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Why Use Connections?

 

 

Reporting

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Assigned Users

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Burndown Chart

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Cumulative Flow

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Distribution Chart

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Efficiency Report

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Exceptions Report

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Planned Percent Complete (PPC)

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Speed Report

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Timeline Report

     

 

 

In-Depth with LeanKit

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Board Settings

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Edit a Card

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How Can I Visualize Dependencies with Connections?

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Scaling with LeanKit

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Transition from Tasks to Connections

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Understand and Use WIP Limits

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Why Use Connections?

 

 

 

Users

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Change Your Date Format

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Change Your Email

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Change Your Name

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Change Your Password

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Change Your Time Zone

     

 

 

User Administration

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Change a User's Date Format

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Change a User's Password

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Change a User's Time Zone

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Create or Add a User

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Edit a User's Email

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Edit a User's Name

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Enable or Disable a User

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Make a User an Account Administrator

 

 

Account Administration

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Access and Use the URL Generator

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Cancel Your Account

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Configure Advanced Security Settings

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Upgrade Account

 

 

Integrations

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Enterprise One Connected to LeanKit course 1

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Enterprise One Connected to LeanKit course 2

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Enterprise One Connected to LeanKit course 3

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Automatically Create Scheduled Cards using Zapier