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FAQ

TIPS & TRICKS

Context: using context in your actions allows you to manage your activities based on the context of their achievement: for example you can set the type of context as: in the train, the week end, in morning meeting, during one to one etc. This allows you to optimize your agenda and seize opportunities for quick actions. This organization is inspired by the GTD methodology (Getting thinks done, by David Allen)

E-mail: it allows to invite participants in a group. When the latter has activated his account, his email address is replaced by the full name. If a user has not activated his account, it is possible to manage its actions for him and he will receive project reports to email address (premium option for the one that generates the project report)

First (open) step:  we use it to register actions without launching them. You have an option in your profile to hide or display actions at first step on dashboard. You can always access these actions through project review. Purpose is to concentrate attention on limited launched actions to get results faster

Future state: te representation of an improved and enviable future situation; this will motivate you and your team to change; which also allow change agents to act with more autonomy and responsibility. Work to clearly define that vision is essential to the success of your projects

Group:  it allows you to group users that share certain elements: The actions steps are defined within the group and shared resources also. For security reasons, only members of the group will join the projects launched in this one.

PDCA: LeanDesk is using as initial standard the (O)PDCA (Deming cycle) with a specific font. You may lose it by changing the steps. To get the font back, just put back the steps in the right sequence

Picture: a picture  can be associated with each action step. This allows before/After summary; to quickly illustrate EHS or 5S audits. They are also published in the project report.

Priority: each action has a 1-4 priority set. This will induce the color of bullet placed in front of an action. The bullet will turn red for overdue actions

Process: apart from results indicators, LeanDesk is also using process indicators. By visually tracking the steps curve, you can check that actions are progressing right. If not, it will help you to focus on resources and priorities management

Project: you can invite people from your group to collaborate within a shared project. You set the future state, SMART indicators, impact them through defined actions stepson track their real progress visually

Report: t is the only option requesting premium account. A premium user can send the report of a project to all participants. The report reflects sorting keys and filters in use. It resumes in pdf format all the data of the project, including pictures attached and resources consumed

Resources: they are defined at group level and foreseen/real consumption are set at actions steps. The project report does include a summary of the amount of resources used

Rubrics: they are defined for each project and associated with a color: it allows you to quickly identify the actions linked with these topics. Finally, by updating an action rubric, you can manage the different levels of governance; such as those used in the Short Interval Management (SIM or TIER process)