Skip to main content

Use a Lean Studio board in a huddle

Enter KPI values, create action items, comment and escalate from a Lean Studio board during a huddle.

Written by Angad Singh

A Lean Studio board isn't only for viewing. During a huddle you can enter KPI values, raise action items, leave comments and escalate issues without leaving the board.

Enter a KPI value

  1. Click a date on a KPI widget.

  2. Click Add KPI.

  3. Enter the value.

The tile turns red or green against target.

Create an action item

Click Create tag to raise an action item, for example from a red tile.

Fields such as department can be filled automatically, and the tag is assigned based on your settings.

Comment and @mention

Click the comments icon to leave a note for the next meeting. Use @mention to notify someone by email, and attach files or links.

Run the meeting

  • Use the meeting timer to keep huddles on time.

  • Escalate items from a Tier 1 board to Tier 2.


Related articles

Did this answer your question?