Overview
See everything that needs attention in one place. Field requests become visible cards. Work gets tracked to completion.
LeanBoards are Kanban-style boards for tracking work. If you're not familiar with Kanban, here's the core idea: work moves visually from left to right through columns as its status changes.
How Kanban Works
Kanban is a visual system for managing work. Instead of tracking tasks in lists or spreadsheets, you see everything laid out on a board with columns representing stages of completion.
The principles are simple:
Visualize the work. Every request or task becomes a card you can see.
Limit work in progress. Seeing everything at once helps you avoid taking on too much.
Flow from left to right. Cards start in the leftmost column (usually "New") and move right as work progresses until they reach completion.
Focus on finishing. Moving cards to Done is the goal. Stuck cards need attention.
When you look at a LeanBoard, you immediately see:
What's waiting to be started
What's in progress
What's blocked or waiting
What's done
This visibility is the power of Kanban. No more wondering what's happening with a request. Look at the board.
Priority Within Columns
Cards within a column can be dragged up and down to set priority. Higher priority items go at the top, lower priority at the bottom. When working a column, start from the top and work down.
Triage What's New
Not every card that lands on a board needs action. Part of working boards effectively is triaging the New column: delete cards you don't need, prioritize what remains, add context where it's missing, and move things forward.
LeanScaper OS: Boards connect directly to the Operations pillar. Visible work, clear ownership, continuous flow. These are LEAN principles in action.
What LeanBoards Do for Your Business
Every landscape company has the same problem: requests and tasks live everywhere. Group texts, voicemails, sticky notes, someone's memory. Important things slip through the cracks because there's no single place to see what needs attention.
LeanBoards solve this by giving you:
Visibility: All requests and tasks in one place
Organization: Cards automatically route to the right board
Tracking: Watch work move from request to completion
Accountability: Know who owns what and what's stuck
The Six System Boards
LeanScaper AI comes with six pre-configured boards designed around how landscape companies actually work. Each board handles specific types of requests and has columns built for that workflow.
These system boards can't be deleted or renamed. Their columns are fixed to ensure consistent workflows across your team. You can also create custom boards for needs specific to your business.
How Cards Get Created
Cards appear on boards in three ways:
1. Requests Through Lana When anyone tells Lana they need something, the LeanBoard Agent interprets the request and creates a card on the appropriate board automatically. This works whether you're in the field or the office.
2. Huddle Extraction When you record a huddle, the Huddle Agent extracts action items and requests. These can become cards on the relevant boards.
3. Manual Creation You can create cards directly on any board by clicking the + button in any column.
Who Works Which Board
Different roles in your company will focus on different boards:
Ops Board
Operations managers, dispatchers
Customer Board
Account managers, sales team
Shop Board
Maintenance team, mechanics, fleet manager
HQ Board
Office admins, HR, accounting
Continuous Improvement
Leadership, operations leads
Action Items
Varies by task
You don't need to check every board every day. Focus on the ones relevant to your role.
Getting Started
If you're new to LeanBoards:
Browse the boards. Click LeanBoards in the sidebar to see the list. Open each one to get familiar with the columns and what belongs there.
Process what's there. If cards are waiting, work through them. Move cards as status changes.
Watch the flow. As your team submits field requests and records huddles, cards will start appearing automatically. This is the system working.
Related Pages
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