Archives: Learn Docs

Learn Docs for Leanmote

Jira

Gain understanding about productivity and workflows

Collecting information directly from Jira 🙌🏼

Leanmote plugin allows organizations to streamline pulse survey participation. 

The only thing you have to do is create a survey ticket and assign it to responsible users, easy! Now you have more visibility in the process.

Remember 👉🏽 the more you connect Leanmote, the better information you are going to have. 

ACTIVE DATA

How to start collecting information directly from Jira:

  1. The user rates each ticket that has been assigned to him/she/they by these factors:
  • Challenging
  • Collaboration among the team
  • Energy to continue working
  • Fulfilling or impactful
  1. If the user doesn’t rate the ticket, our Quokka Guy sends a message from Slack or Teams. 

We send them only two factors to avoid being annoying 😉

PASSIVE DATA

We are constantly measuring data, regarding:

  • Interactions.
  • Ticket movements through story points.
  • The opening and closure of working sprints to evaluate workload and performance.

Start now!

The plugin can be easily installed from Atlassian Marketplace following this link.

How it works

CREDENTIALS

After the plugin is installed:

  1. Jira admin should enter Leanmote administrator credentials (this account should be created on Leanmote Platform).
  1. Along with credentials, Jira admin should select a project (by specifying project key), where survey tickets will be created. 

We recommend creating a separate project for pulse survey tickets to avoid creating extra tickets in your current projects!

CHOOSING PARTICIPATING USERS
  1. Now it’s time for the Jira admin to decide! Which users should be receiving surveys via Jira tickets?  (Leanmote sends a pulse survey every fortnight).

All Jira Users that are not synchronized with Leanmote are displayed in the Jira Users column. Once a user is moved to the right column (called Synchronize) an account gets created on the platform -if it wasn’t created before- for this user. 

Now it will receive fortnightly surveys via Jira tickets😉

⚠️Attention! Leanmote platform uses email as user identification, hence users with hidden emails cannot be synchronized. But you can change this setting at Atlassian, customizing at Contact -> Email address.

  1. Once settings are done,  participating users will be receiving Jira tickets with a link to a survey, like this:

Now, by clicking on the link, users will be redirected to the Leanmote platform and take the pulse survey. Great, isn’t it? 😄

Any questions? Reach us

Leanmote app for Slack

The Leanmote app for Slack enables organizations to simplify mood assessment for all users on the Leanmote platform. Users receive a daily message on Slack where they can reflect on their mood with just one click.

Installation

The app can be easily installed from the Slack App Directory. The administrator of a Slack workspace needs to accept the requested access and the app will be available for all users with an account with Leanmote. Leanmote asks for access to email just for synchronization purposes.

Configuration

The Leanmote app for Slack becomes active right after the installation and no extra configuration is required.

How it works

Leanmote app for Slack will send a daily message to all participating users, which looks like this:

All the user has to do is to choose a matching emotion and this data will be stored on the Leanmote platform, where the user can drill into their well-being state.

Once the assessment is done we offer users to add relevant tags and notes to make the assessment more memorable

Once tags/notes are submitted we post a path to the Leanmote platform.

Outlook Calendar

Outlook Calendar Icon

Integrating your working calendar to help you organize.

Integrating your calendar with Leanmote has its benefits 🤩

The more you integrate Leanmote with your productivity tools, the better information you are going to receive in your dashboard.

Installing your calendar allows you to synchronize your events to the platform, run smooth 1:1 conversations and take notes directly from the calendar.

Having the calendar running on Leanmote will help your organization and to better distribute your work. Nice, right?

We will send you recommendations to take care of your wellbeing and working experience, avoiding burnouts. 

Understanding your working routine

Active data collection

We collect important information, regarding:

  1. Events: our Quokka Guy asks you to rate the event before it starts. 👋🏻
  2. How do you prepare for your week: are you organized? Can you do it better? 

Passive data collection

Our Quokka Guy got your back! We collect data also in a passive way.

  1. Events: who are you meeting with? How many meetings or events are you having per week?
  2. Workload: we measure your time in calls, meetings or events to understand your interactions and workloads. 
  3. Distributing your working time: we start to understand how you work. We will help you structure your day to focus on your wellbeing and to be more productive at work.

All this data is crossed with the information from other productivity apps -like Slack and Jira- so you can get insights based on science about your wellbeing, workload and productivity😉

Also, we send you recommendations, such as:

Installation? Easy peasy 👌🏼

  1. Go to your dashboard and click on “Show my Calendar”.
  1. Choose which calendar you want to connect- you can put both.

  1. Press “Continue” 
  1. Give permission to access and that’s it! Easy, right?

My analytics

After the installation,  you can see it in the Dashboard as a widget, but you can get all the power of the calendar in My Analytics.

  1.             2  

The first time you visit your calendar, you can set up your routine details:

These insights are important to get to know you better and give you useful recommendations when needed.

How it works

⚠️Important! We never keep your information, we only get aggregated data.

In your calendar, you’ll see in context the events of your Outlook Calendar and Leanmote’s one-on-ones meetings. You are able to see this because we synchronize in real time your events.

We read your calendar, not your conversations.

Leanmote gets keywords of your calendars to understand how you organize your days and weeks. 

For example, if the platform detects that you don’t add your lunchtime to your calendar, it’ll send you a recommendation to create that event. It’s important to save time to have lunch in order to avoid burnout and have a healthy amount of work. 

The calendar is also important to know more about your interactions and understand your connectivity with other members of your team or the company. The platform only gets the people participating in the meetings and the time spent with each other. 

Any questions? Reach us

Microsoft Teams

This app consists of a Bot that is added to a Team by an account administrator on a certain channel (might be General) so it can get the channel conversation reference information to create a conversation in order to continue later. Conversation references are persisted in a non-relational database in response to the [membersAdded] event checking that the added member is the bot itself and they are kept up to date when a [conversationUpdate] event comes with either a reference modification or the bot removal.

When the bot is added to a new channel it sends a greeting and a self-presentation:

Every day at 00:00 GMT mood assessments is sent to every channel that has an existing conversation reference using the [continueConversation] method.

Team members receive 1 message with an Adaptive Card with mood options. 

When a mood is selected a Task Module is created asking for additional information about the current mood (all fields are optional and I hope you are feeling Enthusiastic with this document):

When the form is submitted a request is sent to the Leanmote platform to post the mood assessment for a user that has the exact same email as the team member that is performing the action. In case everything goes well it shows a confirmation message:

Important note: Mood Assessments can only be sent one time per day.

If there is an error with the form submission (API connection error, non-existing user with the same email address) the user receives the following message:

Google Calendar

Integrating your working calendar, setting up one-on-ones, measuring your interactions and activity.

Why is it important to integrate your calendar?👇🏻

The more you integrate Leanmote with your productivity tools, the better information you are going to receive in your dashboard.

Installing your calendar allows you to sync your events to the platform, run smooth 1:1 conversations and take notes directly from the calendar.

Having the calendar running on Leanmote will help your organization and to better distribute your work. Nice, right?

We will send you recommendations to take care of your wellbeing and working experience, avoiding burnouts. 

Getting to know you more

Active data collection

We collect important information, regarding:

  1. Events: our Quokka Guy asks you to rate the event before it starts 👋🏻
  2. How do you prepare your week: are you organized? Can you do it better? 

Passive data collection

Our Quokka Guy got your back! We collect data also in a passive way.

  1. Events: who are you meeting with? How many meetings or events are you having per week?
  2. Workload: we measure your time in calls, meetings or events to understand your interactions and workloads. 
  3. Distributing your working time: we start to understand how you work. We will help you structure your day to focus on your wellbeing and to be more productive at work.

All this data is crossed with the information from other productivity apps -like Slack and Jira- so you can get insights based on science about your wellbeing, workload and productivity😉

Also, we send you recommendations, such as:

Installation? Piece of cake 🍰

  1. Go to your dashboard and click on “Show my Calendar”.
  1. Choose which calendar you want to connect- you can put both.

  1. Press “Continue” 
  1. Give permission to access and that’s it! Easy, right?

My analytics

After the installation,  you can see it in the Dashboard as a widget, but you can get all the power of the calendar in My Analytics.

  1.             2  

The first time you visit your calendar, you can set up your routine details:

These insights are important to get to know you better and give you useful recommendations when needed.

How it works

⚠️Important! We never keep your information, we only get aggregated data.

In your calendar, you’ll see in context the events of your Google Calendar and Leanmote’s one-on-ones meetings. You are able to see this because we synchronize in real time your events.

We read your calendar, not your conversations.

Leanmote gets keywords of your calendars to understand how you organize your days and weeks. 

For example, if the platform detects that you don’t add your lunch time to your calendar, it’ll send you a recommendation to create that event. It’s important to save time to have lunch in order to avoid burnouts and have a healthy amount of work. 

The calendar is also important to know more about your interactions and understand your connectivity with other members of your team or the company. The platform only gets the people participating in the meetings and the time spent with each other. 

Any questions? Reach us