Use Cases

1. Project Management – Keep Tasks and Dependencies Aligned


The challenge:
Large projects usually live in multiple boards — for example, a master project board and dedicated boards for design, development, and QA. When timelines or priorities shift in one place, other boards often remain out of date, creating misalignment and missed deadlines.

How Connected Boards Automations helps:
With dependency automations, you can keep all connected tasks aligned. If a date changes, all dependent tasks adjust automatically. Status changes in one board can update connected items in another, ensuring that everyone has the most accurate data.

Relevant automations:
  • When date changes, adjust connected items by same offset→ Keeps all linked tasks on schedule.
  • When column changes, change it in connected items→ Syncs priority, owner, or status across boards.
  • When connected item changes, move item to group→ Automatically escalate or re-group tasks based on progress.

Example in action:
In your Design board, set the recipe “When date changes, adjust connected items by same offset.” If the design task is delayed by 3 days, the development task in the Dev board automatically shifts by 3 days as well. Add another recipe “When status changes to Done, change it in connected items” to keep the master project board always up to date.


2. CRM – Keep Client Data in Sync


The challenge:
Sales, Customer Success, and Support teams often track client data in separate boards. Without automation, you’re left with endless manual updates whenever a deal closes, a contract is renewed, or a support ticket is created.

How Connected Boards Automations helps:
Connected Boards Automations ensures customer data flows between boards automatically. When a client record is updated, the change is reflected everywhere it’s connected. Notes, contact details, and statuses stay in sync without manual work.

Relevant automations:
  • When new connection is created, sync values to connected items→ Instantly push client details into new linked boards.
  • When status changes, change it in connected items→ Keep deal stage consistent across Sales and Success boards.
  • When update is created, copy it to connected items→ Share client notes with other teams.

Example in action:
On your Deals board, set: “When status changes to Closed Won, change status in connected items.” This automatically updates the connected client record in the Customer Success board, saving the Success team from chasing down sales updates. You can also use “When new connection is created, sync values to connected items” to copy client contact details into the Support board as soon as a ticket is opened.


3. IT & Operations – Streamline Cross-Team Processes


The challenge:
IT and Ops teams often manage requests that involve multiple departments. For example, a support ticket raised by Customer Service may need IT input. Without automation, teams waste time duplicating updates across boards.

How Connected Boards Automations helps:
With mirrored values and connected-item triggers, teams can seamlessly sync statuses, SLAs, or priorities across departments. Automations also allow you to escalate or move items when thresholds are crossed, ensuring no request slips through the cracks.

Relevant automations:
  • When column changes in connected item, change column in this item→ Keep SLA, urgency, or progress fields aligned.
  • When connected item changes, move item to group→ Escalate requests automatically.
  • When mirror changes, copy value to a column→ Trigger workflows based on mirrored fields like SLA dates.

Example in action:
In your Support board, set: “When connected item changes, move item to group.” If the linked SLA column in the IT board shows “Overdue,” the request in the Support board automatically moves to the “Escalated” group. Another recipe “When column changes in connected item, change column in this item” ensures both teams always see the same ticket status.


4. Multi-Board Reporting – Always Accurate, No Manual Syncing


The challenge:
Management teams rely on high-level reporting boards to track KPIs, budgets, and progress. If data isn’t synced across boards, reports quickly become outdated or incomplete.

How Connected Boards Automations helps:
You can automatically connect new items to a reporting board, mirror key values, and keep data synced as changes occur. Automations can also remove completed or archived items, ensuring reporting dashboards remain accurate and uncluttered.

Relevant automations:
  • When new item is created, connect to board where column matches→ Ensure all new projects are added to the portfolio board.
  • When status/date changes, change it in connected items→ Keep reporting columns in sync across boards.
  • When item is moved to group, remove connection→ Automatically clean up completed or archived items.

Example in action:
On the Projects board, add: “When new item is created, connect to board where column matches.” This connects every new project to the Portfolio board. Add “When item is moved to group Done, remove connection” so completed projects disappear from the Portfolio automatically, keeping leadership reports focused only on active work.


5. Clean & Automated Workflows – Remove Manual Connections


The challenge:
Connections between items often break when items are archived, deleted, or reorganized. Without automation, boards become cluttered with outdated or empty connections.

How Connected Boards Automations helps:
Automated connection removal ensures your boards stay clean and accurate. When an item is archived, deleted, or moved, the connection is also removed. This avoids confusion and prevents broken links.

Relevant automations:

  • When connected item is deleted, remove connection→ Prevents dangling links.
  • When connection is removed from the other board, remove connection→ Keeps both boards in sync.
  • When item is moved to group, remove connection→ Automatically clear links when items are archived.

Example in action:
On the Tickets board, set: “When item is moved to group Resolved, remove connection.” As soon as a ticket is resolved, the link to the Client board is removed, keeping both boards tidy and preventing confusion about open vs. closed tickets.

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