Using Docket WP with your clients & co-workers just got a whole lot easier!

Our first major update since our official launch is here (version 1.1)— which opens up all kinds of new possibilities and use cases for Docket WP!

The “Collaborators” update allows you to quickly and easily add other WordPress users to your lists within Docket WP so you can work together to get even more done.

What is a “Collaborator”?

The new collaborator feature allows you to share your lists with other WordPress users (any user-role level) with the click of a button— perfect for collaborating on your lists with clients, co-workers, or subcontractors.

Unlike someone with a full subscription to Docket WP, the collaborator can only see the lists they’ve been assigned and are able to manage tasks within that list— but they cannot create lists or access the list libraries (personal or official).

This setup allows you to share the lists you need to work on as a team without having to give access to everything in your account.

An Easy Single Sign On System

Through a single sign on (SSO) system, any WordPress user who’s been assigned a list will automatically be signed into Docket when they sign into WordPress— saving them from a separate login.

This makes it simple for clients to login to the WordPress dashboard and immediately have access to the lists and tasks you’ve shared with them.

How to Assign a Collaborator

Assigning a collaborator is simple.

Add a collaborator gif
Add a Collaborator in Real Time

First, open the list you want to share with a collaborator, and click the “Add a Collaborator” button next to the list title:

add a collaborator button
Add a Collaborator

Next, use the search field to find your collaborator by their WordPress username or email address.

collaborator search
User Search

Finally, click on the user you want to add, and they will instantly have access to your list. You’ll be able to quickly see if a list is shared with others as the “Add a Collaborator” button now has an icon next to it displaying the number of users the list is shared with.

If you need to revoke their access to the list, simply click the red “X” next to their name, and their access to the list will be instantly removed.

remove collaborator
Remove a Collaborator

From the Collaborator’s Perspective

When your collaborator signs into WordPress, they will be automatically signed into their Docket WP collaborator account via the single sign on system. When they click the Docket button in the admin bar they’ll see a stripped down interface that only displays the lists that are shared with them.

collaborator pov
Collaborator’s Point of View

Collaborators have the ability to create, edit, delete, and complete tasks— but they are not able to create new lists or access your Docket WP library. This helps protect your account and keeps them focused on only the list(s) you’ve shared with them (not your entire account!).

Get Started with Collaborators

Whether you’re looking to assign lists to clients, worth together with your team, or bring on an outsource partner to carry out tasks, the new collaborators feature is going to make it quick and simple!

Here are a few ideas to get you started:

  • Give clients a list of tasks to complete.
  • Work with clients on a website wish list.
  • Onboard co-workers or subcontractors with step-by-step instructions.
  • Assign your VA tasks on your active projects.

We can’t wait to see how you use the new collaborators feature— so please share all your wonderful ideas with us at [email protected]. We’d love to feature you in an article or video!

Version 1 release notes

Docket WP Version 1.0 is Now Available!

Though we’ve be quieter the last few days, things behind the scenes have been busier than ever. We had two big features that were slated to be done before the official launch of Docket WP— and we’re excited to announce that both of these features are now live!

Version 1.0 (now out of beta!) introduces two new features: Due Dates for Tasks, and Generating Email Reports. Let’s have a look at both!

???? Due Dates for Tasks

You can now quickly and easily add due dates for any of your tasks.

This makes prioritizing long lists much easier and will lay the foundation for being able to push due-date-specific notifications and assignments in the future.

To add a due date to a task, hover over the task and click the new “Calendar” icon that appears to the right of the task title.

due date
Due Date Icon

This will open a calendar that allows you to choose a date or pick from one of the quick selection options (“Today”, “Tomorrow”, “Next Monday”).

Calendar View
Calendar View

If you assign a due date to a task, it will display just below the task title.

Of course, adding dates to tasks is completely optional— so if your tasks don’t need due dates you aren’t forced to use them.

You can read the full documentation on this feature here.

Calendar options get to be a bit complex, so expect to see more developments in the feature as we make it more robust and customizable.

???? Generating Email Reports

Now you can email a progress report of any list to whomever you’d like!

This is a great way to share the progress you’ve made on your lists with customers and team members— and it’s simple to do.

With any list open, click the List Options Menu button, and click “Email List Status”.

email list status
email list status

Next, a new window will open that will allow to to type in the recipient’s email address, the subject, and a custom message for your email. The system will automatically place a snapshot of the list including the list title, website name, and all the active and completed tasks.

email report
Send Email Report

Just hit “Send” and your report will be on its way— it’s that simple!

By default the emails will come from the email address you use to sign into Docket WP and you’ll also be set as the reply-to address so if anyone replies you’ll get the email. Eventually we’ll have some options for you to be able to customize the from name and address too.

Email Example
Email Example

???? A Few New Lists

Since our last Release Notes update, we’ve added 4 new lists to the Docket WP Official Library! Each of these lists are from awesome contributors, and we’re so excited to get them into your hands!

The Blog Post Checklist

Get ready to publish the the best articles you’ve ever written with the blog post SEO and UX optimization checklist from Jammy Digital.

Website Maintenance Checklist

Update a WordPress website following a step-by-step foolproof workflow by the pros at WP Care Market.

Website “Pre” Care Plan Evaluation

Evaluate a website you didn’t build for potential issues and improvements to grow your recurring revenue faster.

SEO Any Web Page

The SEO Any Web Page checklist by SEOHive will help you optimize any page on your website and increase its position in the search engines. 

Each of these lists can be found in the Official Library inside Docket WP (if you’re not sure where to find that, here’s a step-by-step guide).

⚡ Wrapping Up Beta & Going LIVE

The 1.0 release of Docket WP gives us everything we need to take it live for public release, which is scheduled for Thursday, November 10th at 8:00am Central. A huge thank you to everyone who participated in the beta testing as part of the Early Adopters Club— many of your suggestions for improvement have already made their way to the plugin and many more are in the works!

Release Notes Beta 09

Docket WP Beta 0.9 is Now Available!

Today’s update is all about making life a little bit easier for you. Version 0.9 features two new updates, giving you the ability to un-trash tasks, and edit the lists you’ve saved to your personal library!

♻️ Un-Trash Tasks

Delete a task only to realize you actually might need it? Or hit delete instead of “done”? That’s okay! You can now recover any deleted tasks for up to 30 days.

Like our Recovered Trashed Lists feature (released in version 0.7), you can now un-trash tasks that you wish to have back.

Achieving this small feat is simple…

un trash tasks
Un-Trash Tasks

Your trashed tasks will show up on a list-by-list basis, so you’ll only see the trashed tasks associated with the list you are currently working on. Like the un-trash lists feature, each task in your trash will display a countdown timer showing you the number of days it will live in your wastebasket until it’s permanently removed.

???? Edit Saved Lists

Being able to save your unique lists to your personal library is one of the primary benefits to Docket WP. Your personal library follows you to any install so you can create processes and quickly import them into any project.

But what if you need to edit one of your saved lists after it’s been added to your library? Now you can!

To edit a saved list, click the main menu button, select “saved lists” and click the pencil icon next to the list you want to edit.

Edit a Saved List 1
Edit a Saved List 1

Once you’ve saved all your edits you can close the list. Everything has been saved along the way!

Now your list is updated and ready to be imported on any WordPress installation!

???? Getting Started Guide

We’ve just put together a simple “Getting Started Guide” that covers all the features of Docket WP with brief explanations (for more in-depth documentation, visit our Help site: https://help.docketwp.com). The Getting Started Guide is a great way to quickly learn about everything you can do with Docket WP.

Be warned, I recorded a TON of gifs (just makes the content easy to digest) so the page loading time might not be excellent 😉

⚡ What’s Next

We hope you enjoy these two new quality of life features, but don’t worry— we have more updates on the way!

Next on the docket, we’ll will be adding functionality to add videos to your notes, add due dates to tasks, and generate email reports of your lists! Stayed tuned for the next update!

Release Notes Beta 07

Docket WP Beta 0.7 is Now Available!

What happens after you complete a list in Docket WP? Previously you had two options:

Option 1: Trash the list (and kiss it goodbye for good)

Option 2: Leave it cluttering up your interface

This becomes particularly important if you are using Docket WP to keep record of completed work (like Monthly Maintenance).

The latest release (Beta 0.7) introduces two new features that will solve this problem (and a easy way to get help if you’re stuck)!

???? Lists Archive

In version Beta 0.7 you now have the option to “Archive” a list. This will store your list away for safe keeping, while decluttering the interface from having to sort through lists you’re not actively working on.

This feature idea was brought up by a user (hey, Jared!) who started implementing the Monthly Maintenance Checklists for all his clients. But he wasn’t quite sure what to do with the lists once the month was over and the lists were complete.

With the archive list option, you can now file those completed lists away for safe record keeping.

Docket Archive
Docket Archive

We’ve written up a couple quick help docs on both How to Archive a List and How to Access Lists from Your Archive.

These changes did bring a slight change to the UI of your lists— you’ll now find the “Edit List”, “Archive List” and “Trash List” options inside the List Options Menu.

List Options Menu Dropdown
List Options Menu Dropdown

Now you can keep your lists more organized, and safely store completed (or inactive lists) without them getting in the way.

????️ Recover Trashed Lists

Along with the Archive function, you now have 30 days to recover lists from your trash.

Now when you trash a list, it will go into your “Trashed Lists” folder. These lists will stay here for 30 days before they are permanently deleted.

Trash List
Trash List

From your Trashed Lists folder you can recover trashed lists, or delete them permanently manually. All of your trashed lists will also display a countdown timer with the amount of days until the list will be permanently deleted.

Once the 30 days expires, you list will no longer be recoverable— so don’t store anything important in your trash (that’s why there’s an archive!).

We’ve written up a couple of help docs that will show you How to Trash a List and How to Recover a Trashed Lists.

???? Quickly Access Support

With the addition of HelpScout to our stack, we’re now able to provide better documentation, as well as support easier ways to get support.

You can now get to documentation, or request support without having to leave your website!

With any Docket WP list open, just click the “Support” link at the bottom of your screen. This will open our HelpScout beacon where you can access our help docs or request support from the comfort of your website.

Since you’re already logged into your Docket WP account, you won’t have any additional sign in required to submit a ticket.


We hope this feature makes it more convenient for you to get the help you need without having to jump through any extra hoops.

⚡ What’s Next

We hope you enjoy these two new quality of life features, but don’t worry— we have more updates on the way!

In the coming days we’ll be introducing new features that will allow you to recover trashed tasks, add due dates to tasks, email list status reports, and add videos to your notes!

We’d love to know what other features you think would make Docket WP better for your workflow. Test out the new support features and submit a ticket with your feature requests and ideas!