Each phase of a Kaizen contains sections, such as 4M1D, Team or 5 Why. This article shows you how to add sections to a phase and remove them.
Note: you can add sections to a phase only in the detail view. The side window only lets you view the phases and their sections.
Open the phase
1. Open the Kaizen you want to change in the detail view. For help, see Open a Kaizen after creating it.
2. Find the phases in the Implementation section, under the Attach button. The sections are shown right under the Phases tab.
For background, see About Kaizen phases and sections.
The selected phase is highlighted in blue, and its sections are listed below the Phases tab. In the example, phase 1 has three sections: 4M1D, Team and 5 Why.
3. Click the phase you want to add a section to.
In the example, phase 2 is selected. It has no sections yet, so nothing is listed under the Phases tab.
Add a section
1. Choose the section you want to add to the selected phase.
2. If the section is not in the list below the Phases tab, click the & More drop-down to see all available sections.
The section appears in the list and a green pop-up confirms that it was added. You can add as many sections as you need.
Remove a section
1. In the list of added sections, find the section you want to remove.
2. Click the cross icon next to the section.
3. A browser pop-up asks you to confirm. Click OK to remove the section.
Good to know
Can't find the section you need? An admin can build a custom section in Lean Creator by creating a template with Template Type = Kaizen (for example a 5W2H form).
You can also generate Kaizen sections with the Lean Creator AI template builder by describing what you need. The new section then appears in Kaizen Settings → Add template and under the More sections of a Kaizen.
Admins can set which sections open automatically in each phase by adding a template per phase in Kaizen Settings.
To see how a Kaizen moves between statuses, see View the workflow attached to a Kaizen.