Working with Boards and Cards

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Use these courses to learn how to use boards and cards in LeanKit.

3 Courses

beginner

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Boards and Cards Overview
Overview of working with Boards and Cards in LeanKit.
1 Topics
beginner
30 minutes
https://success.planview.com/Training_Academy_Home/LeanKit/Working_with_Boards_and_Cards/Boards_and_Cards_Overview
Boards and Cards Overview
Learn how to create and manage cards and boards.
Pages: 5
Create A New Board Or Duplicate Existing
Learn how to create a new board or duplicate an existing board.
Edit Your Board Layout
Learn how to edit your board layout using the board layout editor.
Delete a Board
Learn how to permanently delete a board.
Create a Card
Learn how to add new cards to your LeanKit board.
Edit a Card
Step-by-step guide on how to edit a card's details.
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Using Boards
How to use Boards in LeanKit.
1 Topics
beginner
30 minutes
https://success.planview.com/Training_Academy_Home/LeanKit/Working_with_Boards_and_Cards/Using_Boards
Using Boards
Pages: 5
Lanes Explained
Learn how to differentiate between Lane Type and Lane Class and what each means for your board.
Top 10 Board Templates
A look at LeanKit's top 10 most commonly used templates. See which one is a close match to your current process to help your team get started.
Using and Managing Board Templates
Learn how to find, create, and manage board templates.
Understand the Backlog and Finished Lane
Learn about your Backlog and Finished lane.
How to Conduct a Board Review
Learn how to start conducting board reviews.
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Using Cards
Learn how to use Cards in LeanKit.
1 Topics
beginner
30 minutes
https://success.planview.com/Training_Academy_Home/LeanKit/Working_with_Boards_and_Cards/Using_Cards
Using Cards
Learn how to utilize your cards for an efficient workflow.
Pages: 9
Access My Cards and Tasks
Configure Card Types
Learn how to add, edit, or delete card types.
Add and Manage Card Tags
Learn how to add and manage tags for cards.
Custom Card Icons
Learn how to enable and manage custom icons for cards.
Convert Cards to Tasks
Learn how to move a card on the board to a task board within another card.
View Card History and Health
Learn how to view and understand a card's history.
Tasks vs. Connections
Learn when and why you should use connections instead of tasks to manage and track your work.
Connect to Existing Cards
Learn how to create connections to existing cards.
Connect to New Cards
Learn how to create connections to new cards.
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