How To Manage LMS Websites Inside WordPress Like Trello With GravityBoard

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In this LMScast, Zachary Katz from GravityKit presents Gravity Board, a WordPress add-on for Kanban project management that integrates Trello-like features into your website.

Zachary Katz founded GravityKit, a business that creates robust Gravity Forms add-ons like GravityView, which gives customers extensive options for how to display and manipulate form data on their WordPress websites. Using customisable phases like to-do, in progress, and done, Gravity Board, which is built on top of Gravity Forms and GravityView, lets users graphically organize tasks.

Gravity Board’s primary benefit is that all data is self-hosted. Which is particularly advantageous for institutions who are unable to rely on external SaaS technologies. Such as government agencies or internal business websites. Onboarding, project tracking, and other internal procedures may be easily streamlined using Gravity Board’s capabilities. Which include task assignment, filters, and automation rules that transfer objects across columns depending on form submissions. All of this is possible while maintaining control over your data within WordPress.

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Episode Transcript

Chris Badgett: You’ve come to the right place if you’re looking to create, launch, and scale a high value online training program. I’m your guide, Chris Badget. I’m the co-founder of lifter LMS, the most powerful learning management system for WordPress. State of the end, I’ve got something special for you. Enjoy the show.

Hello, and welcome back to another episode of LMS Cast. I’m joined by a special guest and friend, he’s back on the show. It’s Zach Katz from Gravity Kit. We’re gonna be diving into Gravity Kit’s newest add-on, which is called Gravity Board. It’s really awesome in terms of project management. Creating a, Kanban, Trello style board in your site.

There’s lots of ways to use that as an agency or as a course creator. But first, welcome back on the show, Zach. 

Zachary Katz: Hi Chris. Thanks for having me. 

Chris Badgett: Yeah, it was fun to get into this I mentioned this. I think every time we talk on this episode. Somebody once told me that all the internet is and websites are, is a bunch of forms.

And once I like really understood that deeply, I’m like, oh my God, this is wild. Then Gravity Kit has this flagship product, gravity View, which allows you to display form data on your website site in interesting ways. We use it in many ways at Lifter LMS, but let’s drill in on Gravity Board. Why did you, what is it and why did you create it?

Zachary Katz: Yeah, so Gravity Board is a Kanban style board. Plugin that it replaces Trello. Essentially it can replace Trello if people have also used GitHub projects. It’s similar to that, where GitHub Projects has a way of seeing it in in a vertical columns mode where you can assign tasks by dragging them across columns and update the statuses.

By dragging each individual task through a ready for building all the way through completed. And each of the stages of that project are represented by a column on the board. Gravity Board, we built it because people were using Gravity View to do a lot of project management, where every time something needed to happen the form would a, they would submit a form that says, this is another task that needs to be done.

It would be shown in a gravity view table, for example, or it’d be shown in a gravity view custom layout that they built to try to mimic the behavior of Trello or of similar, functionality. And we realized that we could be doing this ourselves in a much better way than Gravity GravityView is able to do by having it be purpose built.

And we purpose built it to be really good at. At project management, but also at being able to visually see quickly all the different stages of your data no matter what kind of projects you’re trying to optimize. 

Chris Badgett: Yeah. And a Kanban board or is so powerful. I remember discovering this as the agency owner.

I think when you just start out, we all try to manage projects over email and then the complexity gets a little outta hand. 

And then, let’s see. I’ve used Trello. I’ve used Basecamp, Asana GitHub and others. I’m trying to think of that other one. But Monday, yeah, monday, monday.com. But then one of the cool things about WordPress and all the innovation and entrepreneurs here is.

Like fluent CRM okay, we can have a CRM just on the WordPress website instead of this separate SaaS tool. And you were like, Hey, instead of paying for Trello or whatever else. Why not do it on your site? 

Zachary Katz: Yeah. And it’s interesting, one of the most fervent customers of the users of the add-on is a government employee who said that their government contracts prevent them from using external services like Trello to manage their data.

But they can use Gravity board ’cause all of that information is on their own website. It’s not being sent externally. So that was a really good representation of the power of WordPress and the power of owning and hosting your own content. 

Chris Badgett: Yeah, and we get that a lot in the LMS space as well, particularly with internal company training portals that kind of want to have their own website.

We have add-on called Private Site that locks it down from the public internet. But instead of having to in parallel run some project management tool, like a lot of internal training. LMS sites are for, onboarding new employees, 

Zachary Katz: right? 

Chris Badgett: So part of onboarding new employees is like filling out a form that needs to go to HR or whatever.

And now you can do that. You can get the data through the gravity form, even have it viewable on the site with gravity view, and then also set up the HR team member to do whatever they need to do with that data, right? Manage like a big company. ’cause you can only keep track of so much of that stuff by email, right?

Zachary Katz: That’s true. And intranets are an excellent, and onboarding are excellent use cases where in combination with other add-ons currently. But we’re looking into adding this built into gravity board. You can update values using logical rules that you create so that let’s say you’re onboarding somebody and they submit a form that can automatically move the.

Did they submit this form from no to yes columns, for example or like maybe they completed a bunch of steps and that allows them to step to move into a new a new phase of their onboarding. We’re working on automation integration with automations tools that will allow that type of thing to happen.

Chris Badgett: That’s awesome. And if you’re new to Kanban boards, and we’re gonna do a demo in a little bit just to show how this works. So if you’re listening in your earbuds or listening to the podcast audio only, this is also on the Lifter LMS YouTube channel. Just do a search for Zach Katz or Gravity Board, and you’ll find this episode.

But the way, like when I’m teaching a new team member how to use our tr, our Kanban board. It’s the simplest way to think about it is to do, doing and done, right? These are the, there’s only three columns, right? So that’s the process. There’s a list, there’s a bunch of stuff to do. There’s a bunch of cards for each of those things when you’re working on it, actively move it to the in doing column.

And then when you’re done moving to the done column, but that’s the power of process. That’s a very simple process, like to-do list in progress. Done. But there’s all kinds of more complex processes. Like