{"id":59691,"date":"2020-09-15T15:26:13","date_gmt":"2020-09-15T19:26:13","guid":{"rendered":"https:\/\/www.inmotionhosting.com\/support\/?p=59691"},"modified":"2023-07-17T15:28:53","modified_gmt":"2023-07-17T19:28:53","slug":"kanban-boards-for-wordpress","status":"publish","type":"post","link":"https:\/\/www.inmotionhosting.com\/support\/edu\/wordpress\/plugins\/kanban-boards-for-wordpress\/","title":{"rendered":"How to Configure Kanban Boards for WordPress"},"content":{"rendered":"<p>Kanbans are useful for visualizing progress of tasks for project management, customer relationship management (CRM), content production, employee onboarding, and more. Professionals across multiple industries integrate kanban software to improve productivity when the waterfall project methodology doesn\u2019t work. Fortunately, WordPress users don\u2019t need to create an account for <a href=\"https:\/\/www.inmotionhosting.com\/blog\/trello-vs-asana\/\">Trello or Asana<\/a> to benefit from this workflow enhancement.<\/p>\n\n\n\n<p>The <a href=\"https:\/\/wordpress.org\/plugins\/kanban\/\" target=\"_blank\" rel=\"noreferrer noopener\">Kanban Boards for WordPress<\/a> plugin allows project managers to track collaborative projects with an easy-to-follow visualization of all related tasks, their status, and assigned users. Below we\u2019ll cover Kanban Boards for WordPress:<\/p>\n\n\n\n<p class=\"alert alert-warning\">Kanban Boards for WordPress is a freemium plugin with additional features including multiple separate boards and task details requiring a <a href=\"https:\/\/kanbanwp.com\/downloads\/kanban-pro\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">paid subscription to KanbanPro<\/a>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#install\">Installation<\/a><\/li>\n\n\n\n<li><a href=\"#config\">Configuration<\/a>\n<ul class=\"wp-block-list\">\n<li><a href=\"#status\">Status<\/a><\/li>\n\n\n\n<li><a href=\"#task\">Tasks<\/a><\/li>\n\n\n\n<li><a href=\"#project\">Projects<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a href=\"#setting\">Settings<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"alert alert-info\">Need reliable Linux server hosting for your WordPress site? Check out InMotion\u2019s <a href=\"https:\/\/www.inmotionhosting.com\/wordpress-hosting\">WordPress Hosting<\/a>!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"install\">Installing Kanban Boards for WordPress<\/h2>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li><a href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/wordpress\/logging-into-wordpress-dashboard\/\">Log into your WordPress dashboard<\/a>.<\/li>\n\n\n\n<li>Install and activate the <strong>Kanban Boards for WordPress<\/strong> plugin.<\/li>\n\n\n\n<li>When you activate the plugin, you\u2019ll be prompted with a \u201cGet started\u201d pop-up with pre-configured kanban board templates: <em>project management, editorial calendar, job applicant tracking, sales pipeline, and basic<\/em>. The last option, <em>custom<\/em>, provides a blank board. If you\u2019re new to kanbans, and your niche usage isn\u2019t listed, select <strong>Project management<\/strong>. Select an option and <strong>Set it up!<\/strong><\/li>\n\n\n\n<li>You\u2019ll be redirected to the \u201cKanban Welcome\u201d page where you can view a short tutorial video for managing kanban tasks. Select <strong>Go to your board<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"610\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/09\/wordpress-kanban-get-started-1024x610.png\" alt=\"\" class=\"wp-image-59692\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/09\/wordpress-kanban-get-started-1024x610.png 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/09\/wordpress-kanban-get-started-300x179.png 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/09\/wordpress-kanban-get-started-768x458.png 768w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/09\/wordpress-kanban-get-started-1536x915.png 1536w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/09\/wordpress-kanban-get-started.png 1678w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/figure>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-medium\"><a href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/wordpress\/plugins\/kanban-boards-for-wordpress\/attachment\/wordpress-kanban-pm-board\/\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"155\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/09\/wordpress-kanban-pm-board-300x155.png\" alt=\"\" class=\"wp-image-59693\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/09\/wordpress-kanban-pm-board-300x155.png 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/09\/wordpress-kanban-pm-board-1024x528.png 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/09\/wordpress-kanban-pm-board-768x396.png 768w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/09\/wordpress-kanban-pm-board-1536x792.png 1536w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/09\/wordpress-kanban-pm-board.png 1920w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/a><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"config\">Configure Kanban Boards<\/h2>\n\n\n\n<p>Your kanban board will show your lists, or statuses (Ready, Done, etc.), and an example task. Arrows on the center left or right allow you to view lists not currently shown. Alternatively, select <strong>Settings<\/strong> at the bottom, then <strong>Show all columns<\/strong>.<\/p>\n\n\n\n<p class=\"alert alert-warning\">To manage multiple boards at once, you\u2019ll need to <a href=\"https:\/\/kanbanwp.com\/downloads\/kanban-pro\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">purchase KanbanPro<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"status\">Statuses<\/h3>\n\n\n\n<p>A <strong>status<\/strong> displays the progress of a task. Each status, or list, has it\u2019s own color applied to tasks under it. To create a new task, select the <strong>+<\/strong> icon to the right of the status name. The first and last statuses will have a trash icon to delete all tasks listed under it.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"task\">Tasks<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-medium\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"100\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/09\/wordpress-kanban-task-300x100.png\" alt=\"\" class=\"wp-image-59694\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/09\/wordpress-kanban-task-300x100.png 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2020\/09\/wordpress-kanban-task.png 443w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/figure>\n<\/div>\n\n\n<p>A <strong>task<\/strong> refers to the individual action or job. You can drag and drop tasks using the colored tab on its left. Each task will have the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Task name<\/li>\n\n\n\n<li>Assigned user<\/li>\n\n\n\n<li>Associated project name<\/li>\n\n\n\n<li>Current hours spent on the task \/ estimate[d] time to completion<\/li>\n\n\n\n<li>Progress bar at the bottom visualizing the current estimated time to completion<\/li>\n\n\n\n<li>Hamburger menu icon in the upper-right corner with the options to move, copy, or delete the task<\/li>\n<\/ul>\n\n\n\n<p class=\"alert alert-warning\">To add comments, details, attachments, and colors to kanban tasks, you\u2019ll need to purchase KanbanPro.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"project\">Projects<\/h3>\n\n\n\n<p>To create a new project to better organize tasks (for example, within sprints) within your board, select <strong>Settings<\/strong>, then <strong>Edit projects<\/strong>. Type a new project name, then select <strong>Add a project<\/strong>. Afterwards, you\u2019ll be able to view projects and move all tasks assigned to that project to a single status. This will also reset the work time for all moved tasks to \u201c0.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"setting\">Kanban Settings<\/h2>\n\n\n\n<p>At the bottom of your board, select <strong>Settings<\/strong>, then <strong>Admin<\/strong> for kanban settings. If you\u2019re in the WordPress dashboard, select the Kanban link on the bottom-left of your WordPress dashboard. Here you can modify the following board settings:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Work hour interval (as low as 10 minute increments)<\/li>\n\n\n\n<li>Extra CSS<\/li>\n\n\n\n<li>Sync notifications<\/li>\n\n\n\n<li>WordPress users who can edit the board<\/li>\n\n\n\n<li>Status order, color, and names<\/li>\n\n\n\n<li>Import\/export kanban data<\/li>\n\n\n\n<li>And more<\/li>\n<\/ul>\n\n\n<p>Become a master of <a href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/wordpress\/plugins\/\">WordPress plugins<\/a>! Protect, optimize, secure, and expand the functionality of your website easily with the help of WordPress plugins!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Kanbans are useful for visualizing progress of tasks for project management, customer relationship management (CRM), content production, employee onboarding, and more. Professionals across multiple industries integrate kanban software to improve productivity when the waterfall project methodology doesn&#8217;t work. Fortunately, WordPress users don&#8217;t need to create an account for Trello or Asana to benefit from this<a class=\"moretag\" href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/wordpress\/plugins\/kanban-boards-for-wordpress\/\"> Read More ><\/a><\/p>\n","protected":false},"author":57014,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4379],"tags":[],"class_list":["post-59691","post","type-post","status-publish","format-standard","hentry","category-plugins"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Configure Kanban Boards for WordPress<\/title>\n<meta name=\"description\" content=\"Learn how to Kanban Boards for WordPress to manage tasks for project management, customer relationship 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