GravityBoard 1.2

GravityBoard turns your Gravity Forms entries into a Trello-style Kanban board you can manage inside WordPress. Build lanes from a form field, drag cards to update status, assign users, add notes and attachments, set due dates, and keep everything in sync with the original entry. You can run boards in the admin or embed them on any page with a shortcode or block.

How It Works​

• Install: Activate GravityBoard and make sure Gravity Forms is already installed and licensed.
• Prep your form: Add a Select or Radio Buttons field with choices for your workflow (for example: To Do, In Progress, Done). You can use predefined choice sets.
• Create a board feed: Form → Settings → GravityBoard → Add New. Pick your lane field and map card fields: Title, Description, Label, Due Date.
• Enable extras: Turn on Assignees, Attachments, Entry Notes, and Checklists if you need them.
• Notifications: Use Gravity Forms notifications and GravityBoard merge tags to notify assignees or send @mention emails.
• Permissions: Set who can view, edit, assign, upload, or manage lanes using roles or Gravity Forms capabilities.
• Display: View the board in the dashboard or embed it with [gravityboard id="123"] or the GravityBoard block in the editor.
• Work the board: Drag cards between lanes, edit details, add notes and files, tick checklist items, and filter by keyword, label, due date, or assignee.

Key Features​

• Kanban from entries: Drag and drop cards. Moving a card updates the underlying form entry.
• User assignment: Assign WordPress users to cards and notify them automatically.
• Comments and mentions: Add entry notes on cards and ping teammates with @mentions.
• Attachments: Upload files to a card and see them from the entry too.
• Due dates, labels, and checklists: Map fields for deadlines and labels. Add checklists with optional templates for repeatable steps.
• Filtering and search: Filter by assignee, label, due date, and checklist status. Share filtered views via URL.
• Granular permissions: Control who can view, edit, assign, upload, or manage lanes.
• Appearance controls: Set a board background color or image and color each lane.
• Conditional feeds: Show only entries that match conditions you define.
• Shortcode and block: Run boards in admin or embed on the front end. Mobile friendly.
• Multiple boards: Create more than one board per form. Embed one board per page.

Technical Details​

• Product: GravityBoard (GravityKit)
• Requires: Gravity Forms
• Board model: Boards are feeds tied to a form. Lanes map to a Select or Radio field. Card fields map to existing form fields (Title, Description, Label, Due Date).
• Shortcode: [gravityboard id="ID"]. Also available as a Gutenberg block.
• Sync behavior: Card moves and edits update the Gravity Forms entry. New lanes update the source field’s choices.
• Notes and attachments: Notes use Gravity Forms Entry Notes. Attachments and assignees are GravityBoard data, visible in entries and included in exports.
• Notifications: Works with Gravity Forms notifications, plus merge tags for assignees and mentions.
• Permissions: Role and capability based. Set view and edit rights per action.
• Developer tools: Hooks and a REST API for cards, lanes, notes, attachments, and checklists.

Use Cases​

• Sales pipeline built from a lead form, with assignees and due dates.
• Support or intake workflow where form submissions become tickets.
• Content production with labels, checklists, and scheduled deadlines.
• Internal task tracking for HR, onboarding, or ops requests.

Quick Setup Tips​

• Start with a simple three-lane status and expand later.
• Use predefined choices to build lanes fast, then color code each lane.
• Map Due Date to a date field or use the entry date while testing.
• Turn on checklist templates to auto-add steps for new cards.
• Create a “Mentions” notification that sends to {gravityboard_assignees:emails} or a specific user.
• Share filtered URLs for standups, for example “My cards due this week”.

Create Kanban boards from Gravity Forms entries with GravityBoard. Drag cards, assign users, add notes, files, due dates, and checklists, then embed the board on any page in WordPress.