This article shows you how to create a new Kaizen in LeanSuite. Once it is created, it opens in the detail view so you can keep working on it.
Steps
1. Log in to your LeanSuite account with your credentials.
2. Click the Create New tab on the right of the main menu bar.
3. Select Kaizen from the drop-down menu.
4. In the Create Kaizen window, enter the information in the fields provided.
The required fields are Title, Project Lead, Project Type and Methodology. Methodology is required even when your project type has only one.
Admins can show, hide or require other fields. See Add and edit fields when creating a Kaizen.
5. Click Submit at the top right.
Result
A green pop-up at the top right confirms that your Kaizen was created.
The new Kaizen opens automatically in the detail view, so you can continue working on it.
After you create a Kaizen
Add sections: use More to add sections such as Result/Benefit (hard and soft savings, cost), Team, Targets, KPIs, Tools/Skills, 5 Whys, 5W1H, 4M and Action Plan. See Add or remove sections from Kaizen phases.
Labels: view and edit labels directly in the Kaizen Quick View and Details pages.
Due dates: due dates are set automatically from the methodology settings. If the due date later changes, the new date is shown as the Revised Due Date.
Project toolbar: use Present for an automatic PDCA slide deck, PDF to export, RCA Agent to draft a root cause analysis, and Link Docs to link related LeanSuite records.
Other ways to create a Kaizen
From a suggestion: see Initiate a Kaizen from a Suggestion.
From a Loss Tree: see Create a Kaizen from a Loss Tree.
From the Submit Template page in Daily Standard Work, when you spot an issue during a standard work check.
Note: the home page icons were refreshed in March 2026, so they may look different from the screenshots above.
