The Kanban Board plugin lets teams create projects, break them into epics and stories, and track progress with task boards. Users can add due dates and descriptions, reorder items, and move tasks between stages for a clear view of what’s next.
Requirements
This is a Maximize plugin, available on specific plans only.
How to use the Kanban Board plugin
Log in, go to Builder in the left navigation
Click the + button to open the Plugin Marketplace
Search for Kanban Board, then click Add Plugin
Name your plugin (e.g., “Project Tracker”) and click Add
Click the Content tab
Click the + icon to create a project, enter a title, and save
Use the ⋮ menu to edit, delete, or reorder projects
Open a project to create epics
Click + to add an epic, set a due date, then save
Edit, delete, or share epics as needed
Open an epic to add stories
Click + to create a story and set a due date
Add multiple stories to the same epic as required
Manage tasks inside an epic
Click + to add tasks with a title, description, and due date
Drag and drop tasks between stages (Backlog, In Progress, Done)
Click the Security tab
Turn on Require Login to restrict access to logged-in users
(Optional) Add tag-based restrictions and choose whether to match any or all tags
Click the Tagging tab
Enter a tag name to automatically apply to users when they open this feature
Click Add Tag
Click the Purchase tab
Check Require Purchase to enable
Choose your product type (e.g., Single Purchase or Subscription)
Upload an image, fill out purchase text, and success/failure messages
Click the Analytics tab to see feature performance
View data such as opens, users, and activity over time
Pro tips
Use epics for major goals, stories for deliverables, and tasks for actionable steps.
Keep each stage focused—limit work in progress to maintain clarity.
Review analytics regularly to spot bottlenecks and rebalance workloads.