Introductory Concepts

Before you begin using 3DLean, you need to know the basic concepts.

On premises only: The creation of tasks in Collaborative Tasks is only available with the On Premises version.

This page discusses:

See Also
Managing Boards
Managing Leangets

Overview

3DLean comprises a touch screen interface that you can customize and collaborative spaces to store content. 3DLean enables collaboration in real time with live updates and meetings.

User Interface

Lean BoardsNavigation PaneLeangets
Navigation Pane
Displays your Lean Boards.

For more information, see Navigation Pane.

Lean Board
Displays one or more Leangets.

For more information, see Lean Boards.

Leangets
Displays dynamic content that you can customize.

For more information, see Leangets.

Note: If 3DLean does not open, an ad-blocker or security setting on the browser might be blocking insecure content. Deactivate it and reload the app.

Collaborative Spaces

When you install 3DLean, the following collaborative space is automatically created on the 3DEXPERIENCE platform:

  • My 3DLean - NAME_OF_USER - ID: A protected collaborative space to store the content created in the app.

For more information, see Social and Collaborative: Enterprise Modeling and Execution: 3DSpace: Managing Collaborative Spaces.

Navigation Pane

The navigation pane displays all your Lean Boards. It helps you organize and present your boards, and navigate among them.

When you first open 3DLean, you can access the navigation pane by tapping Customize .

When you access the navigation pane, the following board frames appear:



You can add one board per frame, and up to nine boards in the navigation pane.

You can organize the navigation pane by moving, rearranging, and deleting Boards. To organize the navigation pane, tap Customize . For more information, see Managing Boards.

Once you organize the navigation pane, tap . You can then display and navigate among your boards to present the board content. For more information, see Navigate Through Boards.

Lean Boards

A Lean Board displays content into a single customizable web page. It helps you organize and share content with others. A board includes up to sixteen Leangets.

To add a board, tap from the navigation pane, then .

To add content to a board, tap it, then tap Customize and drag Leangets to the board. For more information, see Add Leangets.



Leangets

Leangets are templates of dynamic content that you can customize and share with others. Each type of Leanget enables you to perform specific actions.

Leangets appear when you tap Customize from the navigation pane or a Board.

Leanget Type

Description

Sketch

Lets you create sketches and annotate uploaded images.

The following commands are available:

  • Lets you pick a color (pen).
  • Lets you pick a color (highlighter).
  • Erases parts of the sketch.
  • Erases the entire sketch.
  • Undoes the last move.
  • Restores the last undone move.
  • Lets you upload an image.

For more information, see Annotating an Image.

3DPlay

For more information, see Displaying a 3D Model.

Action Log

Displays Actions and lets you manage them.

You can create actions, organize them, and assign them to team members or collaborating teams. For more information, see Assigning Actions.

Note: This Leanget lets you create actions only. Other types of E-Note are not available.

Problem Log

Displays Problems and lets you manage them.

You can create problems and track their resolution status. For more information, see Monitoring Problems.

Note: This Leanget lets you create problems only. Other types of E-Notes are not available.

KPI

Defines a line graph to let you quickly visualize and track your progress over time.

For more information, see Measuring KPIs.

Team

Displays the list of team members and team boards.

You can use this Leanget to record attendance during a meeting. For more information, see Recording Attendance.

The list is automatically updated when you add members or collaborating team to the default collaborative space. For more information, see the 3DLean - Installation and Administration Guide.

Tips:

You can also add members or collaborating teams manually, by tapping on the Team Leanget.

You can change the connection status of the members by tapping the green (connected) or red (disconnected) circle.

Player

Lets you play videos using the commands at the bottom of the Player.

3DLean is compatible with the following video formats:

  • H.264/MP4
  • Theora /OGG
  • VP8 /WebM

Recommendation: Supported video formats depend on your web browser. Use Google Chrome for best readability.

For more information, see Playing a Video.

Web Page

Displays web content.

You can zoom in or out on the content of the web page using the slider in the Customize menu.

For more information, see Using the Web Page.

PDF Viewer

Displays a PDF file that you can annotate and capture.

For more information, see Using the PDF Viewer.

Picture Viewer

Displays an image file that you can annotate.

For more information, see Using the Picture Viewer.

Some commands are contextual depending on the Leanget type. For more information, see Leanget Specific Commands.

Customization options also depend on the Leanget type. For more information, see Customize Leangets. For more information on how to configure your favorites as Leanget templates, see the 3DLean - Installation and Administration Guide.

Tools

You can highlight boards and Leangets using tools such as E-Notes, stickers, profile pictures of members, and text fields.

Tools are available when you tap Tools from a board or Leanget.

You can copy and paste tools between boards and Leangets inside the same team board. To copy a tool, use the copy button in its context menu. To paste it, right-click or do a long press on the required location of the target board or Leanget, and use the paste button in its toolbar.

Notes:
  • E-Notes cannot be pasted in the Action Log and Problem Log Leangets.
  • You can paste multiple copied elements at once, by multiselecting them then using the copy button once. If you do several consecutive copies, only the last copied element is pasted.
  • In Microsoft, you can do the same actions with Ctrl+C and Ctrl+V.

Tool

Description

E-Notes

Lets you create different types of sticky notes on a Leangets or boards.

Type or sketch on the E-Note, then tap the type:

  • Note: Creates an E-Note to store information or ideas. You can then associate the note with a team member by dragging a name from the Team tab of the Tools menu to it. For more information, see Highlight Leanget Content.
  • Action: Creates an E-Note to store guidelines and instructions. A task is automatically created in Collaborative Tasks. You can then assign the action by dragging a name from the Team tab of the Tools menu to it. For more information, see Assigning Actions.
    Tip: The content you enter using the keyboard is automatically filled as Description in the corresponding task.
  • Problem: Creates an E-Note to store planned corrective actions. You can then assign the Problem by dragging a name from the Team tab of the Tools menu to it. For more information, see Monitoring Problems.
Note: These types are visually differentiated by an icon (or lack of for Note) in their bottom corner.

When you create an E-Note, the following options are available:

  • Lets you sketch on the E-Note.
  • Lets you type on the E-Note.
  • Deletes part of the E-Note.
  • Deletes all the E-Note.
  • Undoes the last move.
  • Restores the last undone move.
  • Lets you upload a background image.

Tap an E-Note to manage it. The following options are available:

  • lets you edit the E-Note.
  • captures the Leanget with the current actions or problems. You can add annotations that appear on the capture only (available for actions and problems only).
  • sends the E-Note to Collaborative Tasks.
  • copies the content of the E-Note.
  • deletes the E-Note.

You can change the line thickness in the widget preferences. For more information, see Leanget Preferences.

Team

Displays the list of team members and collaborating teams.

You can use members as stickers, associate them with an E-Note, or assign an action or problem to them. For more information, see Assigning Actions.

Note: Team members appear on a blue background. Collaborating teams appear on a gray background.

Stickers > Stickers

Highlights content and provides visual aids on boards and Leangets.

Click Documents in the menu to manage your stickers.

Stickers > Shapes

Lets you create different types of text fields on boards and Leangets.

Tap the field to manage it. The following options are available:

  • Deletes the field.
  • Defines the field as an unmoveable background element.
  • Lets you define the font's style, size, alignment, and color.
  • Lets you define the outline's shape, radius, width, and color.
  • Lets you define the background's color.

Real-Time Collaboration

3DLean enables collaboration in real time with live updates and meetings.

Real-time collaboration means that several team members can simultaneously:

Connect and navigate through 3DLean
When more than two members are connected, their number appears on the Meeting icon.
Edit Boards, Leangets, and E-Notes
The interface refreshes automatically so that members can instantly see each other's edits.
Participate in an interactive live meeting
For more information, see the Live Meetings section below.

The Lost Connection icon appears when the real-time collaboration functionalities are temporarily disabled. This may be due to connection or configuration problems with the server. For more information, contact your Administrator.

Live Meetings

Live Meetings help you present information interactively with your team members, for example during daily operational meetings.

To create a meeting, tap Meeting from the navigation pane.

Note: The number of connected team members appears on top of the icon, starting from two.

You can choose between two meeting types:

  • Slideshow meeting: A meeting where you create a slideshow of your Leangets before presenting.
  • Free meeting: A meeting without slideshow, where you can navigate freely within the interface and edit Leangets in real time.

For more information, see Running a Live Meeting.

Once you start the meeting, the app switches to Live Meeting mode:

Countdown
Displays the remaining time of the selected duration for the meeting.
Current Leanget
  • In a slideshow meeting, displays one Leanget at a time. To navigate between Leangets, use the blue arrows and on each side.
  • In a free meeting, displays the actions in real time within the interface.

Note: During Live Meeting, the swipe gesture is disabled. For more information, see Touch Gestures.

Progress Bar (slideshow meeting only)
Indicates the position of the current Leanget in the slideshow.
Meeting Menu (slideshow meeting only)
In a slideshow meeting, shows the list of the Leangets and the duration you selected, as well as the position of the current Leanget in the slideshow.

All attendees can see the Meeting menu.

Note: Closing the meeting menu during the meeting does not end the meeting. You can reopen and close it at any time.

Whether you are the meeting runner or a meeting attendee, you can perform different actions:

Slideshow Meeting Free Meeting
Meeting Runner
  • Display slideshow content
  • Annotate Leangets
  • Add E-Notes
  • Display and navigate content
  • Annotate Leangets
  • Add E-Notes
  • Customize Leangets
  • Add boards and Leangets
Meeting Attendees
  • Annotate Leangets
  • Add E-Notes
  • Annotate Leangets
  • Add E-Notes