Using Kanban for WordPress as a CRM
There seem to be infinite uses for Kanban boards, and the coolest one I’ve come across recently is as a customer relationship manager, or CRM. Tools like PipeDrive and Trello are combining them with amazing results. Not to be left out, here’s how to use Kanban for WordPress as CRM! Let’s say I’m a Sales Guy. I want my columns, or
Version 2! Multiple boards, mobile, and so much more!
After 4 months of rewriting Kanban for WordPress, nearly from scratch, we’re excited to announce version 2.0 is finally available! The most requested feature for months has been support for multiple boards. While this is a add-on, it required a lot of re-engineering, so we took the opportunity to redesign the Kanban boards. We’ve moved most of the
Making time to plan first
My original title for this was “taking time” but so often we have to make ourselves do it. Yesterday a solution to a problem struck me in the shower (where all good ideas come from, of course). After dressing quickly I sat down and start coding. Why stop and plan? I can bang this out
Do you really need this plugin?
A lot of people who try our Kanban board are looking for the next awesome plugin instead of writing blog posts, or marketing, or writing code. In other words, people are installing plugins or otherwise messing with their site to feel productive, instead of doing real work. Don’t get me wrong. I love for anyone to try out Kanban
What isn’t on the board
With a team I work with (the inspiration for starting KanbanWP, in fact) we adopted a Kanban board for project management. We were only a team of four, so anything else was overkill. But alternately “nothing” wasn’t an option, as other people wanted to see what we were working on. For a week we used a
Introducing our new add-on, Task Details and Attachments
Today we put a bow on the first version of the Task Details and Attachments add-on. With this add-on you can add custom fields and attach files to tasks. People have been asking me for this to add a description, and associate docs or images as work gets done. The much cooler scenario I’ve encountered is using Kanban as a
New theme, new add-ons
After much hacking and a few late nights, we’ve got a new theme, on-site check out for our add-ons, and two new add-ons for sale! Task Colors: Color code tasks for priority, work type (development, design, writing), or whatever you need. Notifications: Get notified when changes are made to your kanban board. You’ll know when
Our first add-on, and more coming soon!
We’ve launched our first add-on called Advanced User Management. It gives you extra control over who can see your Kanban board, and who can make changes. Its also gives you the option of making the whole thing “public”. In the next couple of weeks we’ll be releasing two more: Task Colors: Color code tasks for priority,
Deciding to use custom database tables
The first version of Kanban for WordPress was built using custom post types. I’d always been taught that WordPress developers should work hard to conform to the WordPress database schemas and “best practices”. I wrote a lot of extra code to accommodate attributes, but it always felt like forcing a square peg into a round hole. I’ve been developing
Version 1.1 is here!
Today we’re pleased to announce a big upgrade in the Kanban for WordPress plugin. It’s mostly a technical upgrade, with lots of changes to the code. We’ve switched to custom tables, and everything is faster and more secure now. Enjoy, and please send us any feedback!