Sign into http://cyan.kanbanwp.com/kanban/login
With these credentials:
User: fiverr
Pass: fiverr123
You should see a Kanban board. Delete any tasks you see there (click the = icon in the top right of each task, and select “delete task”).
Please zoom in the browser a couple times, so the board is nice and large.
[Use a board that has no tabs at the top, only the [+] button in the top left]
Thanks for checking out Kanban for WordPress!
Here’s a quick tutorial on how to create your first board.
[Zoom in on [+] button in the top left]
Click the “add a new board” button that looks like a plus sign at the top of your board.
[Zoom out, then click on the [+] button in the top left. Board settings modal will open. Zoom in on the board settings modal]
Your new board is created. Give it a name.
[Click on the input under “board title” and enter “project management”]
Now add some lanes, which represent the statuses of your tasks.
You can also use presets to get started quicker.
[Click on the “lanes” tab and click the “add a lane” button. A new lane will be added. Click on “New lane”]
Give your lane a name, like “to do”.
[Type “To do” in the input below “Lane title”]
Add two more lanes called “Doing” and “Done”.
[Click the “add a lane” button. A new lane will be added. Click on “New lane”. Type “Doing” in the input below “Lane title”]
[Click the “add a lane” button. A new lane will be added. Click on “New lane”. Type “Done” in the input below “Lane title”]
Now add some fields to your cards.
Let’s add a description to our cards.
[Click on the “fields” tab and click the “add a field” drop-down button. Select “text”. A new field will be added. Click on “New field”. Type “Description” in the input below “Field title”]
That’s it!
Let’s see what our board looks like.
[Zoom out to the whole board. Click the “X” in the top right of the modal to close the modal.]
There are our lanes.
[Zoom in on the first lane]
Let’s see what our cards look like.
[click + button in the first “to do” lane. A new card will appear at the top of the lane]
Looks like we’re all set up for simple project management!
For more videos, guides, and help, please visit kanbanwp.com.
[Use “Script 2” tab for this video. Please crop video below the tabs. Do not include the tabs in the video.]
[image of the whole board below the tabs with a single card in the first lane]
Thanks for checking out Kanban for WordPress!
Here’s a quick overview of how it works.
Each card represents a task.
The lane, or column, that a card is in represents the status of that task.
Let’s say you have a basic board with three lanes or statuses: To do, Doing, and Done.
[zoom into the first two columns]
Click the “add a card” button to add a card to the “to do” lane.
[click + button in the first “to do” lane. A new card will appear at the top of the lane]
Now give your task a name by clicking on the task name.
[click “task name” and type “Create a demo video”. Press “enter”]
When you’re ready to start your task, grab the handle in the top right and drag your task to “Doing”.
[click the three bars (|||) in the top right of the card and drag the task to “Doing”]
[zoom out to the whole board]
As you make progress, on your tasks move them from one status to the next.
[click the three bars (|||) in the top right of the card and drag the task to “Done”]
For more videos, guides, and help, please visit kanbanwp.com.
[Start with “Script 3” tab for this video. Please crop video below the tabs. Do not include the tabs in the video.]
[Image zoomed in on first two lanes with a single card in the first lane]
Thanks for checking out Kanban for WordPress!
Kanban for WordPress offers a lot of customization.
You can use it for project management, sales tracking, as an editorial calendar or just about anything else you can imagine.
Let’s say you want to use your board for project management.
[Zoom out to the whole board]
Open the board preferences and go to the “fields” tab.
[Click the gear in the footer. Click “edit the board”. When modal opens, zoom in on the modal. Click the “fields” tab.]
The different field types are available from the “add a field” drop-down button.
[Click the “add a field” drop-down button and zoom in on the list of fields.]
More field types are available with Kanban Pro.
[STOP RECORDING. Contact Corey to set up the board.]
[Once Corey has set up the board, refresh. The “board” modal should still be open with the “fields” tab select. CONTINUE RECORDING.]
For project management, you might add a “user” field so you can assign the task to someone, a “tags” field to assign the task to a project, and a “time-tracking” field to track how long the task takes.
[Click the “X” in the top right of the modal to close the modal. Zoom in on the first card in the first lane]
Add your card to a project by clicking on the “Project” tags field.
[On the first card, click on “Project” and select “Kanban demo”]
If you work with a team, you’ll want to assign the task to someone.
[On the first card, click on “Assign to:” and select “Corey”]
Before you begin your task, you may want to estimate how long it will take, so you can track your progress.
[On the first card, mouseover the second input under “time worked” and click the [+] button 4 times to add 4 hours]
As you work on your task, track your progress by adding hours.
[On the first card, mouseover the first input under “time worked” and click the [+] button 2 times to add 2 hours]
Update the task info as you work. You will always see the status of the task at a glance!
For more videos, guides, and help, please visit kanbanwp.com.