GravityBoard transforms your existing Gravity Forms entries into powerful, interactive Kanban-style boards, bringing professional-grade project management directly into your WordPress dashboard. Instead of relying on expensive third-party SaaS tools that fragment your data, GravityBoard allows you to visualize, track, and manage your workflows—from support tickets and job applications to internal task lists—all within the familiar, secure environment of your own website. By leveraging the data you are already collecting, this plugin enables you and your team to collaborate in real-time, ensuring that nothing falls through the cracks.
Key Features
- Interactive Kanban Boards: Convert any form entry into a draggable card, allowing you to move tasks through custom status lanes with ease.
- Real-Time Collaboration: Centralize communication with built-in entry notes and @mentions, keeping your team aligned without leaving the platform.
- User Assignments: Clearly define accountability by assigning specific team members to individual cards, ensuring everyone knows their responsibilities.
- File Attachments: Keep all relevant documents, images, and files directly attached to the corresponding task for quick access.
- Granular Permissions: Maintain complete control over your data by restricting board access, viewing, and editing capabilities based on WordPress user roles or specific capabilities.
- Smart Notifications: Utilize the power of Gravity Forms notifications to trigger automatic alerts for card updates, new assignments, or mentions, keeping stakeholders informed instantly.
- Customizable Appearance: Tailor your boards to match your brand identity with customizable lane colors and background settings.
- Full Data Ownership: Keep your sensitive project and customer data 100% self-hosted and private within your own WordPress installation.
Use Cases / Who It’s For
GravityBoard is designed for business owners, project managers, and team leads who need a streamlined way to manage processes without the complexity or cost of external project management software. It is an ideal solution for:
Support Teams: Turn incoming support requests into a visual ticketing system where agents can claim tasks, leave internal notes, and move tickets through a resolution pipeline.
HR and Recruitment: Manage job applications by tracking candidates through various stages of the hiring process, from initial submission to final interview.
Project Managers: Organize internal projects, content calendars, or marketing campaigns by mapping form entries to specific project phases.
Service Providers: Track client onboarding, project deliverables, or sales pipelines, ensuring that every step of the customer journey is documented and visible.
Setup / How It Works
Getting started with GravityBoard is straightforward and requires no complex coding. By utilizing your existing Gravity Forms setup, you can have a functional board running in minutes:
- Prepare Your Form: Ensure your Gravity Form includes a “Select” or “Radio Buttons” field, which will serve as the status lanes for your board (e.g., “To Do,” “In Progress,” “Done”).
- Create a Board Feed: Navigate to your form settings and create a new GravityBoard feed. Here, you will map your form fields to the board’s layout and configure your desired settings.
- Configure Permissions and Notifications: Define which user roles can interact with the board and set up your notification triggers for team alerts.
- Display the Board: You can access your board directly from the WordPress admin dashboard or embed it on any page or post using the provided block or shortcode.
- Manage and Collaborate: Once live, you and your team can begin dragging and dropping cards, adding notes, and updating statuses in real-time.