GravityBoard

GravityBoard is a powerful WordPress plugin designed to transform the way you manage and interact with your Gravity Forms submissions. Moving beyond static database entries, this innovative tool converts each form submission into a dynamic, visual card on a customizable kanban board, bringing a familiar and intuitive workflow management system directly into your WordPress environment. It essentially bridges the gap between data collection and actionable task management, allowing teams and individuals to visualize, organize, and progress through their form-driven workflows with unprecedented clarity and control, all while keeping your valuable data securely self-hosted within your own WordPress site.

Transforming Submissions into Actionable Workflows

At its core, GravityBoard redefines the utility of Gravity Forms submissions. Instead of merely collecting data in a tabular format, the plugin empowers users to convert every incoming form entry into a tangible, movable “card” on a kanban board. This fundamental shift transforms passive data into active work items, enabling a dynamic approach to managing inquiries, applications, support tickets, project tasks, and much more. The visual nature of kanban boards provides an immediate, at-a-glance overview of all ongoing processes, allowing users to quickly grasp the status of each submission and the overall progress of their workflows.

The transition from a simple form entry to a kanban card is seamless. Upon a new submission, GravityBoard automatically generates a card, often displaying key information from the form fields directly on the card’s face for quick identification. This eliminates the need to manually transfer data into a separate project management system, streamlining operations and reducing the potential for errors. The entire system is designed to be intuitive, leveraging the widely understood principles of kanban to make complex workflows manageable and transparent.

Key Features of GravityBoard

Dynamic Kanban Board Interface

GravityBoard provides a fully interactive kanban board interface directly within your WordPress dashboard. This visual workspace is composed of customizable columns, each representing a stage in your workflow (e.g., “New Submissions,” “In Review,” “Approved,” “Completed”). Users can easily create, rename, and reorder these columns to perfectly match their specific operational needs. The drag-and-drop functionality is central to the user experience, allowing cards to be effortlessly moved between columns as their status changes. This not only updates the status of a submission but also provides a live, visual representation of progress across the entire board. The interface is designed for clarity and ease of use, ensuring that even users new to kanban can quickly become proficient.

Intelligent Card Management

Each card on the GravityBoard represents a single Gravity Forms submission. The plugin intelligently extracts relevant data from the form entry to populate the card’s summary view, providing essential information without needing to open the full submission details. Clicking on a card reveals a comprehensive view of the original Gravity Forms submission, ensuring that all collected data is readily accessible. Beyond just displaying information, cards are the central hub for all activities related to that submission. This includes tracking its journey through different workflow stages, adding collaborative notes, assigning responsibilities, and attaching supporting documents. The lifecycle of a submission is visually mapped out, from its initial entry to its final resolution, making it easy to track and audit.

Seamless User Assignment

Collaboration is a cornerstone of effective workflow management, and GravityBoard facilitates this through its robust user assignment capabilities. Any card on a board can be assigned to one or more WordPress users, making it clear who is responsible for a particular submission or task. This feature is invaluable for distributing workload, ensuring accountability, and clarifying ownership within a team. When a card is assigned, the responsible user gains immediate visibility into their tasks, helping them prioritize and manage their workload efficiently. The assignment process is straightforward, typically involving a simple dropdown selection from a list of available WordPress users, integrating seamlessly with your existing user management system.

Integrated Comments and File Attachments

Effective communication and centralized information are critical for any workflow. GravityBoard addresses this by allowing users to add comments and attach files directly to each card. The commenting system provides a dedicated space for internal discussions, feedback, and updates related to a specific submission. All comments are timestamped and attributed to the user, creating a clear audit trail of communication. This eliminates the need for external communication channels, keeping all relevant discussions tied directly to the work item. Similarly, the ability to attach files—such as documents, images, or spreadsheets—ensures that all necessary resources are centralized with the corresponding submission. This feature is particularly useful for gathering client assets, sharing internal drafts, or storing supporting evidence, making sure that everyone involved has access to the most current and relevant information.

Fine-Tuned Permissions and Access Control

Data security and controlled access are paramount, especially when managing sensitive information or collaborating with various stakeholders. GravityBoard offers fine-tuned permissions, allowing administrators to dictate who can see, edit, or interact with specific boards, columns, or even individual cards. This granular control ensures that only authorized users have access to certain information or the ability to make changes. For instance, you might grant team members permission to move cards within their assigned columns but restrict them from deleting cards or modifying board settings. You could also set up boards where clients can view the progress of their requests without being able to edit anything, or where different departments have access only to their relevant workflows. This level of control is essential for maintaining data integrity, ensuring privacy, and managing complex organizational structures effectively.

Self-Hosted Data Ownership

One of GravityBoard’s most significant advantages is its commitment to data sovereignty. Unlike many cloud-based kanban or project management tools, GravityBoard keeps all your data securely within your WordPress site’s database. This means your Gravity Forms submissions, board configurations, card details, comments, and attached files all reside on your own server. This self-hosted approach offers unparalleled control over your data, addressing critical concerns related to privacy, security, and compliance (such as GDPR or HIPAA). You retain full ownership and responsibility for your data, without relying on third-party servers or services. This provides peace of mind, knowing that your sensitive information is not being transmitted to or stored by external entities, and that you have complete control over backups and data management strategies.

Practical Use Cases for GravityBoard

The versatility of GravityBoard makes it suitable for a wide array of applications across various industries and organizational sizes. By transforming form submissions into a dynamic workflow, it can streamline numerous processes:

• Customer Support & Helpdesk: Convert incoming support requests via Gravity Forms into actionable tickets. Assign tickets to support agents, track their progress from “New” to “Resolved,” and add internal notes or customer communications directly to the card.
• Project & Task Management: Use Gravity Forms to collect project requirements or individual tasks. Each submission becomes a task card that can be moved through stages like “To Do,” “In Progress,” “Review,” and “Done,” with team members assigned to specific tasks.
• Lead Management & Sales Pipeline: Turn new lead submissions from your website into sales opportunity cards. Track leads through your sales funnel (e.g., “New Lead,” “Contacted,” “Qualified,” “Proposal Sent,” “Closed Won/Lost”), assigning them to sales representatives.
• Content Creation Workflow: Manage editorial processes by converting content ideas or submission forms into content cards. Move articles through stages like “Drafting,” “Editing,” “SEO Review,” “Scheduled,” and “Published,” with different team members responsible for each stage.
• Event Planning & Registration: Handle event registrations or speaker applications. Each entry becomes a card that can be managed through stages like “Registered,” “Payment Confirmed,” “Attendee Pack Sent,” or “Speaker Confirmed,” with relevant documents attached.
• HR & Onboarding Processes: Streamline new hire onboarding by converting HR forms (e.g., new employee details, IT requests) into cards. Track the onboarding journey through stages like “Paperwork Sent,” “IT Setup,” “Welcome Kit Prepared,” and “First Day Complete.”
• Application Tracking Systems (ATS): Manage job applications submitted through Gravity Forms. Each applicant becomes a card, moving through “Applied,” “Screening,” “Interview Scheduled,” “Offer Extended,” and “Hired/Rejected” stages.
• Feedback & Bug Reporting: Collect user feedback or bug reports via a form. Each submission becomes a card that can be assigned to developers, moved through “Reported,” “Under Investigation,” “Fix Implemented,” and “Closed” stages.

Benefits of Integrating GravityBoard into Your Workflow

Implementing GravityBoard offers a multitude of advantages that can significantly enhance operational efficiency and team collaboration:

• Enhanced Workflow Visualization: The kanban interface provides an immediate, intuitive visual overview of all ongoing tasks and their current status. This clarity helps teams quickly identify bottlenecks, prioritize work, and understand overall progress without delving into complex reports.
• Improved Team Collaboration: With features like user assignment, comments, and file attachments directly on cards, GravityBoard centralizes communication and resources. This fosters better teamwork, reduces miscommunication, and ensures everyone is working with the most current information.
• Increased Accountability and Ownership: Assigning cards to specific users clearly defines responsibilities, promoting accountability. Team members know exactly what they need to work on, and managers can easily track individual contributions and workload distribution.
• Streamlined Processes and Reduced Manual Effort: By automatically converting Gravity Forms submissions into actionable cards, GravityBoard eliminates the need for manual data transfer into separate systems. This reduces administrative overhead, saves time, and minimizes the risk of human error.
• Uncompromised Data Security and Control: The self-hosted nature of GravityBoard ensures that all your sensitive data remains within your WordPress environment. This provides superior data security, helps meet compliance requirements, and gives you complete ownership and control over your information.
• Leveraging Existing Gravity Forms Investment: For organizations already using Gravity Forms extensively, GravityBoard extends its utility exponentially. It transforms a data collection tool into a powerful workflow management system, maximizing the value of your existing plugin ecosystem.
• Customization and Adaptability: The ability to customize columns, card displays, and permissions means GravityBoard can be tailored to fit virtually any workflow, regardless of its complexity or specific requirements. This flexibility makes it a versatile tool for diverse operational needs.
• Real-time Progress Tracking: As cards move across the board, the status of submissions is updated in real-time. This provides an always-current view of progress, enabling proactive management and timely interventions when necessary.

Technical Considerations and Integration

GravityBoard is designed to integrate seamlessly with your existing WordPress and Gravity Forms setup. It leverages the robust foundation of Gravity Forms, ensuring that your boards are built directly upon the data you are already collecting. The plugin is engineered to be user-friendly from a setup perspective, allowing administrators to quickly configure boards, link them to specific Gravity Forms, and define initial workflow stages. Its self-hosted architecture means it operates within your WordPress environment, utilizing your server resources. While specific performance metrics depend on your hosting environment and the scale of your operations, the plugin is developed with efficiency in mind to provide a smooth and responsive user experience.

No reliable alternatives known.