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Read the board

Run a huddle from a tier board in Boards: read the KPI tiles, enter values, raise action items, comment and escalate.

Written by Angad Singh

Run a huddle from a tier board: read the KPI tiles, enter today's values, raise action items, leave comments and escalate what needs the next tier.

Boards is the current name of the module formerly called Lean Studio. A board is not only for viewing. During a huddle you can enter KPI values, raise action items, leave comments and escalate issues without leaving the board.

Who this is for: Team leaders running a Tier 1 huddle, and leadership reading Tier 2 and Tier 3 boards.

Before you start:

  • An admin has built the board and added the KPI widgets. See Set up a Grid dashboard (open the article).

  • You have permission to see the board and its KPIs. Roles control who can see KPIs and dashboards.

  • Your KPIs have targets, so tiles can turn red or green.

Time: 10 minutes per huddle

Steps

  1. Open Boards from the left menu and open your tier board.

    The Boards list with the tier and department boards

  2. Read the widgets. Each one shows a chart, a list or a KPI against target by date. A KPI tile is red when the value misses the target and green when it meets it.

    A Tier 1 board with a safety chart, the open issues list and weekly trend charts

  3. Enter today's value for a KPI: click a date on the KPI widget, click Add KPI and enter the value. The tile turns red or green against target.

    A KPI opened from the board, with Input Value and Upload File

  4. Raise an action item from a red tile: click Create Tag on the widget. Fields such as department can be filled automatically, and the issue is assigned based on your settings.

  5. Leave a note for the next meeting: click the comments icon at the top of the board. Use @mention to notify someone by email, and attach files or links.

  6. Keep the huddle on time with the meeting timer icon at the top of the board.

  7. Escalate items from a Tier 1 board to Tier 2. See Escalate an issue.

What you should see: Every KPI tile has today's value, every red tile has an action item or a comment, and anything the team cannot fix is escalated to the next tier.

If it does not work

Problem

Likely cause

Fix

You cannot see the board or a KPI on it

Your role does not have permission, or you were just given it

Sign out and back in. If it is still missing, ask your admin.

A tile stays grey

No target or no value for that date

Enter the value with Add KPI. Ask the KPI owner to set a target.

Add KPI is missing

You do not have permission to enter values for that KPI

Ask your admin. See Enter KPI values (open the article).

The board shows old numbers

The page has not reloaded

Click the refresh icon at the top of the board, or refresh the page.

Related

  • Run the daily routine

  • Escalate an issue

  • See the escalations (leadership)

  • Enter KPI values (open the article)

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