Use Cases

These are the situations we had in mind when building Next Boards. They are our suggestions, not a limit. Your team will work differently, so adapt them to your needs, switch off the apps you don't use, and you may well find a use for it that we haven't thought of.

Team tracking a project

• Situation: a team needs to see who is doing what, and how far each piece of work has come.
• How it can help:
  • Split the work into stages on a Kanban board, and set WIP limits
  • Keep the description, people, dates, checklists, files and comments on each card
  • Follow progress in reports

Software team

• Situation: you need a place for planned work and reported bugs.
• How it can help:
  • Start from the Scrum or Bug tracker board template
  • Add your own custom fields
  • Use automation for routine steps when a card moves or is completed

Content calendar

• Situation: articles or posts need to be planned against publication dates.
• How it can help:
  • Start from the Content calendar template
  • Reschedule by dragging in the Calendar view
  • See the longer picture in the Roadmap view

Agency or consultant working with clients

• Situation: each client should see their own work and nothing else.
• How it can help:
  • Group boards by client in workspaces
  • Keep a board Private and add only the people it concerns
  • Add a client as an Observer, who can read cards and comments but change nothing

Staff or volunteers without backend access

• Situation: people need the boards but should never see the Joomla administrator.
• How it can help:
  • Add a site menu item, and they work under their normal site login
  • Use their existing Joomla accounts, with no separate accounts to create
  • Assign site roles to a whole Joomla user group

Individuals organising their own week

• Situation: tasks arrive from several boards and by e-mail.
• How it can help:
  • Capture things in a private Inbox, also by forwarding e-mail once a mailbox is connected
  • Block out time in the Planner
  • See everything assigned to you in My Tasks, and in your calendar application through the private feed

People working on the move

• Situation: you check and update tasks away from a desk.
• How it can help:
  • Open the same address on a phone to get the phone app
  • When the administrator has switched it on, install the app and keep working offline

Your own setup

To try ideas safely first, install the demo data on a test site, then remove it again. Use the App Manager to keep only the parts you need.