Lean use cases


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Use the lean use cases page to gather and store lean use cases, which are design use cases tied to personas.

If you’re using the new navigation:

  1. Select Portfolios in the top navigation bar and select the portfolio you want to create lean use cases for.
  2. On the sidebar, select More items in the list of options.
  3. Select Lean use cases; the lean use cases page displays.


  1. Select Programs in the top navigation bar and select the program you want to create lean use cases for.
  2. On the sidebar, select More items in the list of options.
  3. Select Lean use cases; the lean use cases page displays.

If you’re using the old navigation:

  1. Select Program or Portfolio from the left Nav menu.
  2. Under the Manage section, select Lean Use Cases; the lean use cases page displays.

To add a new lean use case: 

  1. On the lean use cases page, select the Add Lean Use Case button in the upper-right; the New Lean Use Cases panel displays.
  2. Enter a name for the lean use case in the Name field.
  3. Select a main persona that is tied to the lean use case in the Main Persona field.
  4. If other personas are also tied to the lean use case, select them in the Other Persona field.
  5. Select the Start Date and End Date of the lean use case in the corresponding fields.
  6. Tie the use case to an epic, feature, or capability using the Tied To Type drop-down menu; once the Tied to Type value is a selected, a Tied to Epic/Feature/Capability field displays where you select the desired work item.
  7. Click Save. Additional fields display on the panel.
  8. Use the Add Step and Add Step Description fields to document each step in the lean use case. Click the Add button to save the step; a field displays below the step where you can drag-and-drop or upload supporting files, such as graphics or wireframes. Repeat this step as many times as needed to capture all steps in the lean use case. Note that you can re-order steps using drag-and-drop.
  9. In the Notes field, you can add a note to any of the steps you just created. Select a Step from the drop-down menu, type your notes in the Note field, and then click Add.
  10. In the Stakeholders field, use the User drop-down menu to select any stakeholders tied to this lean use case.
  11. Click Save & Close; the new lean use case is added to the grid and also displays in the Lean Use Cases section of the Lean UX/UI landing page.

Group lean use cases into experience maps

After two or more lean use cases are created, you can group them into experience maps; experience maps are simply a collection of lean use cases, for viewing purposes only—no rating/voting for designs takes place in experience maps.

To create an experience map on the lean use cases page, follow these steps:

  1. Click the Create Experience Map button at the top-right of the page; the New Experience Map page displays.
  2. Enter a name and description for the experience map in the corresponding fields.
  3. Select a persona that is tied to the experience map in the Persona field.
  4. Click Save. The Use Cases field displays.
  5. In the Use Cases field, select lean use cases to group into the experience map, and then click the Select button. Repeat as many times as need to select desired use cases to group into the experience map.
  6. Click Save & Close. See the Experience maps topic for further details.

Launching lean use cases

 There are two ways to launch a lean use case:

  1. Click the Launch button for a lean use case tied to an epic, which displays on an epic's Design tab of its Details panel.


  2. Click the Launch link from a lean use case's Detail panel.


Voting on lean use case design

Stakeholders vote on the design of a lean use case on behalf of the target persona. When a lean use case is created, assigned a persona, and given start and end dates, all stakeholders assigned to the persona receive an email notification to vote on lean use case design during the specified time range. When the stakeholders launch the lean use case, as described in the section above, the lean use case displays:


To vote on a design, follow these steps (refer to diagram above):

  1. Set the Activity Date Filter in the top-right of the page to capture a specific time range of activity.
  2. Use the Persona panel, on the far left of the page, to select the target persona, by clicking the persona icons at the bottom of the panel. 
  3. View the first step for the lean use case at the top of the page, paying particular attention to design attachments, such as mockups, graphics, or wireframes.
  4. Use the voting icons at the bottom-left of the page to select a rating for the design step; you are prompted to enter notes after selecting a ranking.
  5. View average ratings in the center of the workspace via the line graph; hover over the lines to gain further information by date.
  6. Use the Forward and Back buttons located on either side of the design steps to cycle through all of the steps in the use case and vote on each step. 

See also

Experience maps

Design components

UX/UI design 

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