This module is useful for all LeanKit users.
LeanKit users work with Kanban boards and cards on a daily basis. So, we don't want anything to be a mystery. Dive into this module to learn everything you want to know about collaborating on, and interacting with, the cards representing your work on your Kanban board!
What's in this module?
Test your knowledge (5 min)
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Why use a Kanban board
"Kanban is not a clever system to replace workflow management. It’s a device to reveal problems and lead people to think more deeply about their work. Within Toyota, the aim of implementing kanban is the 'reform of manager’s mind.'"
-- Michael Ballé, LEI, "How can kanban or lean possibly apply in an office?"
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In a Kanban system, cards represent individual pieces of work that can be delivered. Here's what you need to know about what's in a card:
Pro Tip: Use tasks when you want a personal checklist of actions you need to take to finish your card. Use connected cards to break down complex work that needs to be worked on by multiple people, visually managed, and/or reported on easily. We will talk more about connected cards and tasks in a future learning module!
Finding cards on the board
Some boards have a small set of cards and you can visually scan and find a particular card very easily. But, when you have a lot of work on your board, you might want to try these ways to find the card you're looking for:
- Filter cards on a board - Watch (2:15)
- Search for cards on a board - Watch & Read
- Find your assigned work - Try it!
Try it: Find your assigned work
In this exercise, you'll use both options for finding cards: board filters and the search functionality. Before you start this exercise, ensure there is a card assigned to you on your board. If you don't have one, choose another user that has work assigned to them when doing this exercise.
- First, open the board filter area and choose a filter mode of highlight or show only.
- Then, find the area for Assigned Users and choose your name.
- Review the cards that are currently assigned to you on your board. Did you see anything unexpected?
- Find the search box in the LeanKit application
- Choose your name in the assigned users area
- Click search and review the cards that show up in the search area. Did it match what you saw when you did this activity using filters?
Adding cards to the board
Invisible work is very difficult to manage so knowing how to add cards quickly and easily is an essential skill! Fortunately we have many ways to create cards. Check them out below and see which is your favorite.
Providing or checking status of cards on the board
When a team keeps information up-to-date on their Kanban board they usually find that status meetings become a bit redundant! This section teaches you the mechanics of ensuring your Kanban board can kick those long status meetings to the curb.
Collaborating on cards with others
Once your work is visible and on your board, it becomes much easier to collaborate on that work with others. Here's how you do it in LeanKit: