This is the fast-path checklist for new admins who want a working Leanmote dashboard in the first 30 minutes. Each step links to the deeper article if you need more detail.
1. Access and organization (3 minutes)
Sign in at
app.leanmote.com.Create your organization or accept your workspace invite.
Confirm time zone and admin owner.
See Sign in and create your organization.
2. Connect productivity tools (10 minutes)
In Administration → Productivity Tools, connect at least:
One source-control provider (GitHub, GitLab, or Azure DevOps).
One planning provider (Jira, Linear, ClickUp, or Azure Boards).
Then select only the repositories and projects you actually want to track. Less is more on day one.
See Connect your first integrations.
3. Confirm security and access (5 minutes)
Review the OAuth scopes each integration is using.
Confirm a least-privilege service account where applicable.
Check that only the right people can manage integrations.
See Roles and access levels.
4. Validate data readiness (5 minutes)
Wait for the initial sync to reach Connected status on each card.
Verify that team and user mappings look correct in
Administration → UsersandAdministration → Teams.Check status mappings on board workflows so cycle-time and throughput calculate correctly.
5. Open your first dashboards (5 minutes)
Performance Delivery — your operational view across DORA, flow, collaboration, and team execution.
Project Financials — investment and output by project and team.
Apply filters for date range, teams, and repositories or projects to set your baseline.
6. Set a weekly operating rhythm (2 minutes)
Decide who runs which review and how often:
Weekly: team-level delivery and bottleneck review.
Bi-weekly: mapping and workflow quality checks.
Monthly: leadership trend and risk review.
Quarterly: target reset using rolling historical performance.
You're ready
From here, deepen your usage with:
What is a View? — to save filtered slices of every dashboard
DORA metrics overview — to interpret the speed-and-quality numbers
Bottleneck Insights — to translate metrics into improvement actions