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Planview Customer Success Center

AgilePlace Training: AgilePlace Essentials


Course Description

Essentials Training for Planview LeanKit is an immersive, interactive class that teaches everything you need to know to set you and your team up for success by optimizing LeanKit functionality.

This one-day course provides the skills required to implement Planview® LeanKit like a pro. This course provides a basic introduction on how to use Planview LeanKit. Learn how to build your Kanban board in minutes. Get started on customizing your board, demonstrating your workflow, instilling WIP limits, and easily updating your team on project status.


Learning Objectives

At the end of this course students will learn how to:

  • Visually communicate important work information and collaborate in Planview LeanKit
  • Understand Kanban core practices and how measurement is a key maturity step within the methodology
  • Understand how board and card design can influence the insights we get in the LeanKit Reports.
  • Use the Board Health Tab to understand how smoothly work is flowing across your process.
  • Use card analytics to understand card history and health.
  • Customize card design including card types, custom icons and card ID
  • Add new work and find and update existing work
  • Use board layout editor to map a workflow to LeanKit
  • Understand the different board roles and access levels


This class is ideal for agile teams who will be responsible for planning work and projects, managing schedules and assignments on behalf of their organization or business unit.

Foundational product knowledge advised.


Program Level

Beginner (Level 1)

Initial class taken in a broad subject area, introduces concepts

1 day


  • Kanban Overview
  • Board and Card Design
  • Board Health
  • Card History and Health


Class Duration: 1 Days On-site, or 2 Half-day Segments Virtual


  • Fundamental understanding of Agile Project Management processes/methodology



Private on-site or virtual training is also available.

Please contact Planview Training Requests for a quote.