Step 1 · 3 min read

Get started

You can have a complete first project — report included — in about five minutes. This chapter walks you through signing up, meeting the guided wizard, and the three ways to start every project after that.

About 3 minutes

At a glance

What you'll do in this chapter.

Create an account

Email + password (verify your email) or one-click with Apple or Google.

Meet the wizard

You land straight in the guided start — a few taps and two numbers give you your baseline sigma level.

Build your first project

Name it, hit Build now with defaults, and open a share-ready executive report.

Step-by-step

From cold start to your first project.

  1. 1

    Sign up and verify your email

    Head to www.leanprojax.com, click Get started, and pick your plan — Solo is free during the pilot (Team and Firm are invitation-only). Use email + password or one click with Apple or Google. Email sign-ups get a verification link — click it in your inbox and you’re through.

  2. 2

    You land in the wizard — answer, don’t type

    New accounts skip the tour and land straight in the guided start: one question at a time, most of them taps. Say how much improvement work you’ve done (that sets how much explaining the wizard does), pick what you want to improve, describe the problem in a sentence — tap a suggestion and tweak it if you prefer.

  3. 3

    Name it, then build it

    The title is the one thing the wizard never suggests — name the project yourself, so it’s unmistakably yours. Then choose your pace: Build now with defaults creates the whole project from sensible defaults (about 90 seconds in), or keep refining step by step — customer voices, scope, a process sketch, risks, first ideas, your own data. Either way you end on a reward screen with a share-ready executive report: charter, CTQ, SIPOC board, value-stream Pareto, risk chart, and a five-phase plan with real dates.

    One honest exception: the wizard never invents a customer’s voice. A quote attributed to a person has to come from you — the report simply hides that section until you add one.

  4. 4

    Every next project: one door, three paths

    From then on, the New Project button on the Projects page (or the N key) opens the chooser. First pick what it counts for: a real project (appears in your portfolio and reports) or a practice sandbox (nothing counts — invent numbers freely, perfect for students and rehearsal). Then pick how to start: the wizard, a blank project (title + objective, done), or import from Excel using the template workbook.

web.leanprojax.co
leanProjaxWORKSPACEOverviewProjectsInvitationsWORKSPACE ADMINSettingsWORKSPACESCOWNERWORKSPACEProjects2 projects — your improvement work, in one place.+ New ProjectPICK UP WHERE YOU LEFT OFFDecrease line-3 scrap rate0% completenext: finish the charter →›Late deliveries — Rawabi Services0% completenext: finish the charter →›AllActiveCompletedPracticeShared with meSearch projectsDecrease line-3 scrap rate — Q3 initiativeIn progressCut line-3 scrap from 7.2% to under 2% by end of Q3 without adding inspection headcount…›Coffee-shop rush (Practice)PracticeSandbox — nothing counts, invent numbers freely›Reduce ED triage timeViewerMercy Memorial · shared by sarah.chen@example.com›Cycle time on assembly cellLeadBayside Plant · shared by james.patel@example.com›On-time fulfilment for SKU-AContributorBayside Plant · shared by james.patel@example.com›
Figure 1The Projects page — one New Project door, a continue strip, and every project (yours, practice, shared) in one filterable list.
  1. 1New Project opens the chooser: real or practice sandbox × wizard, blank, or Excel import. The N key works too.
  2. 2Pick up where you left off — your in-progress projects with a plain next step.
  3. 3One list for everything: filter by Active, Completed, Practice, or Shared with me.

Glossary so far

Words you'll see again and again.

Workspace / Organisation

The container for your work. Your team, your projects, your billing — all scoped to one workspace. Most users belong to just one.

Project

One DMAIC project, one problem to solve. It owns the charter, the data you collect, every toolkit run you do, the executive summary, and the PDF report.

Practice sandbox

A project where nothing counts: it never appears in your portfolio or rollups, its report carries a practice ribbon, and you can invent numbers freely. Chosen at creation — when a rehearsal turns real, “Make it a real project” clones it into a real project.

DMAIC

The five phases every project moves through — Define, Measure, Analyze, Improve, Control. You'll see them as tabs across the top of every project.