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Working with ideas and projects

This section explains what happens after an idea is submitted. It covers how projects are structured, how they move through workflow stages, and how project types, charters, and tasks are connected.

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Project deployment (Sharing best practices)

Project Deployment is a feature designed to streamline the replication of successful projects. It allows you to create a copy of any project and reuse its proven solutions in other locations - either…

Linked projects

In the Project Charter Sidebar, you can find the element called Linked projects. This feature is used to create and manage different types of relationships between separate projects. Why create proje…

Working with the project charter

Project Charter is the main screen you work with while managing projects in eKaizen. It contains all essential information - from the initial project proposal created by the author, to the details ad…

Working with the kaizen overview

What is the Kaizen Overview? The Kaizen Overview gives you a clear view of all ideas and projects submitted in eKaizen. You can track progress, review details, apply filters, and export data - all in…

Task overview

The Task overview is the central place to manage all tasks across the projects you are involved in. It can be accessed anytime via the “to-do list” icon in the header of the application. This view he…

Working with tasks

Tasks (accessible via the Workflow tab) help structure and manage the entire lifecycle of an improvement idea or project - from early validation to final review. You can track progress, assign respon…

Understanding project types

In eKaizen, every submitted idea is assigned a project type. While this is usually selected by the author during submission, it plays an important role throughout the life of the project - affecting…

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