The project is what you have identified and created in the Project module. The board is your visual plan to accomplish your project. The Nutcache board feature is based on the Kanban model, but more flexible.
Nutcache’s collaborative boards allow you to organize and manage your project by using lists and cards that represent a workflow. To visualize various samples of Nutcache boards, or to get inspiration for your own boards, please click here.
Creating a board
Collaborative boards can be created either from the project screen:
...or from the Boards option from under the Projects module:
To create a board, simply complete the following fields:
- Title. Name your board.
- Project. Connect your board to an existing project from the drop down menu.
- Description. Give a few details about your board.
- Display card numbers. Select this option if you wish cards to display numbers.
- Make this board public: A public board is accessible to anyone knowing its public URL. Select this option if you wish to share the board with others.
- Click save.
Adding lists and cards to the board
Once your board is created, you need to add lists and cards to reflect your workflow. Think of a list as a container where you gather all your tasks, ideas, etc. The list can stand for one process in the general workflow. When you create a list you are asked to name it.
For example, a board can be split into 3 lists: To do, Doing, and Done.
Lists offer more features accessible by clicking the three dots that will appear each time you hover your mouse over the header of a particular list:
- You can duplicate a list
- You can move a list to another board
- You can delete a list from a board
- You can archive a list
- You can invoice an entire list
- You can set the visibility of lists to private or public
- You can subscribe to a list and get notified each time a modification is made to the list
- You can add color to your list to easily distinguish it from the rest
Now think about cards as huge post-it notes on your wall, these post-it notes are things to do (tasks) to complete the project. Create them in the To do list and move them along as the work progress.
In Nutcache, cards are super powerful as each card contains a tab menu where you can:
- Set a card's planned/due/start/done date, it's complexity level and link it to a project task
- Create checklists
- Link work hours
- Link expenses
- Attach and store documents
- Comment the ongoing work
- Browse the card activity log
The card's first tab lets you enter a description of the work to be carried out but most importantly allows you to record information to better track the progress of the work to be performed. Use this tab to record the card planned start date, the actual start date, the due date and the card done date, the estimated time and the actual time (worked hours).
It is also possible to set a level of complexity to a card. The complexity scale is based on the Fibonacci sequence, a well-known reference tool part of the Scrum methodology. Setting a complexity level to a card offers an alternative way of estimating the workload to be performed (other that the estimated time).
It is also possible to link a card to an existing project task. When a time entry is linked to a card (which is itself linked to the project task), it becomes impossible to modify the related project task unless you unlink or delete the time entry.
All the data collected on this tab to closely monitor the progress of the project through the project dashboard.
Managing work hours through a card
To record the time spent working on a task, simply start a timer directly from a card by choosing one of the following options:
From a closed card:
Or from a opened card:
Once the task is complete, stop the timer. A pop-up screen will prompt you to record the worked hours.
Inviting collaborators to the board
Invite your coworkers, clients and other collaborators to work with you on your project from anywhere in the world, any time of the day, and to share comments, project advancement notes and documents of all kinds.
From the board menu, or the board tab icon, you can invite both other members in your organization or guests, such as clients or other business partners to collaborate on your project.
When inviting a guest to collaborate on a project, you must grant him a permission set, which can either be as an observer (can only access data in read-only mode), or as a collaborator (can create cards, add comments or attach files).
Exploring the board menu
The board menu allows the following actions:
Edit. Make modifications to the boards settings.
Duplicate. If you need to manage several projects with the same workflow, use this action to make a copy of an existing board.
Delete. Use this option to delete an entire board with all the lists and cards it contains.
Archive. Once the work on a board is all completed, you can archive the board to make your board list less cluttered.
Restored archived lists. Use this action to restore archived lists to the board.
Board statistics. The Board statistics option sums up your board’s critical information so you can see at a glance where your project is heading and, if required, make the necessary changes.
NOTE: Always remember that the board is the job, the list is but one process to accomplish the job and each card is a task (probably among many) that needs to be done.|