The first step is to select a WordPress Kanban plugin that meets your specific needs and requirements . Consider factors like features, ease of use, pricing, and reviews when making your decision . Since you’re already here, you’ve made the right choice.
This guide will help you getting started.
Step 1: Download Kanban Plugin
To get started with the Kanban Plugin, simply download the free version from the download button on the Pricing page. If you’ve purchased the PRO version, your API key can be found in your user profile after logging in.
Step 2: Install and Activate the Kanban Plugin
Once downloaded the plugin, install and activate it through your WordPress dashboard . Navigate to Plugins > Add New, upload plugin, click Install Now, and then Activate .
Step 3: Configure Your Kanban Board
After activation, you’ll find a new menu item for the Kanban with Projects post type in your WordPress admin sidebar for your Kanban plugin . Click on it to access the plugin’s settings and create your first Kanban board . You’ll have the option to select default settings, and add new board/project. When you click add new Project, you will be presented with options such as, project description, allowed users, project files, and so on.
Step 4: Create and Organize Tasks
Now you can start creating tasks as cards on your Kanban board . Add a title and description for each column and task, and assign team members and priority if needed . Organize your tasks by placing them in the appropriate columns based on their current status .
Step 5: Invite and Manage Team Members
If you’re working with a team, Kanban plugin PRO allow you to invite and manage team members who can access and collaborate on your boards . You can typically assign different roles and permissions to control who can view and edit tasks .
Step 6: Start Managing Your Projects
With your Kanban board set up and your team members invited, you’re ready to start managing your projects within WordPress . Encourage your team to regularly update task statuses by moving cards across the board, and utilize features like commenting and file sharing to enhance collaboration .
