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SleekView Kanban for WP AutoTerms

SleekView reads WP AutoTerms generated legal pages directly from the WordPress posts table, groups every policy by review state, and lets your team drag cards between Drafting, In review, Approved, and Published so the underlying post status updates instantly.

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SleekView Kanban board for WP AutoTerms

Why AutoTerms legal pages fit a kanban view

WP AutoTerms creates legal pages as standard wp_posts rows tagged with a custom wpautoterms_type meta field that identifies privacy, terms, cookie, refund, and disclaimer documents. Each policy carries a post_status (draft, pending, publish), a post_modified timestamp, an author reference, and the rendered policy content with placeholders for company details. The default AutoTerms admin lists pages in a simple table grouped by policy type, fine for one-off generation and weak when a lead tracks a multi-policy refresh.

SleekView reads the same WP AutoTerms post rows the plugin admin queries. Pick a derived autoterms_state field that buckets policies by review workflow, policy type, and author and every policy becomes a card grouped under Drafting, In review, Approved, or Published. Card fronts show the policy title, the policy type, the author, and the last-modified timestamp so a lead can prioritize approvals from one board.

Dragging a card writes the corresponding WordPress post status into wp_posts.post_status and stamps a review tag into post meta. A move to Published flips the WordPress status to publish. The AutoTerms renderer continues to read the live post content, so the published page reflects the approved text instantly.

Workflow

From AutoTerms to a compliance board

1

Connect the AutoTerms source

Point SleekView at the wp_posts rows tagged with wpautoterms_type meta. Add filters for policy type, author, or time range so the board scopes to this quarter's pending policy refreshes for one document type.
2

Pick the autoterms state column

Choose the derived autoterms_state field as the grouping column. SleekView buckets policies by review workflow, policy type, and author so Drafting, In review, Approved, and Published columns appear automatically.
3

Choose what each card shows

Map fields from wp_posts and the wpautoterms meta onto the card front. Most compliance teams show the policy title, the policy type, the author, and the last-modified timestamp so the lead can prioritize approvals.
4

Enable drag-and-drop updates

Turn on writeback and dragging a card writes the corresponding post_status into wp_posts and a review tag into post meta. Capability checks honor publish_pages, and every move is logged with user and timestamp.

Sample board

Sample WP AutoTerms policy board

Four real review states showing how a compliance team moves WP AutoTerms legal pages from Drafting through In review and Approved to Published during a single quarterly policy refresh.
Drafting
7
Updated privacy policy for new EU subsidiary
type privacy, by lkim
Refund policy update for new product line
type refund, by jchen
Cookie policy refresh for analytics overhaul
type cookie, by amartin
In review
5
Terms of service update for subscription tiers
type terms, by lead khan
Disclaimer update for medical guidelines
type disclaim, by compliance
Affiliate disclosure update for new program
type disclaim, by marketing
Approved
4
Privacy policy approved by legal counsel
type privacy, by counsel
Terms of service approved for launch
type terms, by counsel team
Cookie policy approved with new vendor list
type cookie, by privacy
Published
47
Privacy policy live since 2026-04-01
type privacy, version 4.2
Terms of service live since 2026-04-01
type terms, version 3.7
Cookie policy live since 2026-03-15
type cookie, version 2.9

Comparison

AutoTerms admin vs SleekView Kanban

Default AutoTerms admin

  • Simple page list with no triage queue showing policies pending review
  • Editing a policy requires opening each page and reloading the editor view
  • No visual sense of which policies are in legal review versus already live
  • Approving a policy requires the per-post publish action and a save confirmation
  • Leads need publish_pages and AutoTerms training to coordinate the refresh

SleekView Kanban

  • Reads directly from wp_posts rows tagged with wpautoterms_type
  • Drag a card to Published and the WordPress post_status writes atomically
  • Cards show policy title, policy type, author, and last-modified timestamp
  • Column counts update live so a backlog of in-review policies surfaces fast
  • Per-role capabilities tie writeback to publish_pages for the team

Features

What SleekView Kanban gives you for WP AutoTerms

Native AutoTerms model

Every column maps to a real review state from WordPress post_status, wpautoterms_type meta, and a review tag in post meta. The AutoTerms renderer reads the live post content, so a published page reflects approved text instantly.

Drag-and-drop audit trail

Each move writes a review entry into post meta naming the analyst, source column, destination column, and timestamp. If a lead pushes a policy back from Approved to In review, the chain of custody stays visible for legal.

Saved board views per type

Filter to privacy and cookie policies for the privacy lead, terms and refund policies for commerce, and disclaimer pages for marketing compliance. Each saved view becomes a shareable URL for each team's session.

Audience

Where an AutoTerms kanban changes work

Quarterly policy refresh

Compliance leads scope the board to policy drafts in the past quarter, drag drafting policies into In review, and confirm Published only once every Drafting card has a documented legal approval.

Legal counsel review

Counsel pulls the In review column ahead of a refresh, leaves notes on each policy via post comments, and Approves once every clause has been verified against the latest regulatory guidance.

Cross-team coordination

Marketing, privacy, and engineering leads share one board across the quarterly review so policy edits triggered by a new feature reach Published only once every dependent team has signed off.

The bigger picture

Why this view matters for legal page work

WP AutoTerms generates rich legal pages from templates, which is exactly what makes the default page list hard to use for review. The sortable post table is great when an admin is publishing one new policy and almost useless when a compliance lead is coordinating a quarterly refresh across half a dozen policy types and several authors. Most teams end up exporting policy drafts to a shared document, tracking review status in comments, and applying approved text to the live site days later.

The shared document drifts immediately. New drafts keep landing in AutoTerms without a workflow tag, the document records approvals nobody publishes, and by quarter's end the two views disagree on which version is live. A kanban view keeps the team and the source of truth aligned across the cycle.

Questions

Common questions about SleekView Kanban for WP AutoTerms

Live. SleekView queries the same wp_posts rows and wpautoterms meta the AutoTerms admin reads from. Filters apply at the SQL level, so a board scoped to the last quarter reflects policies created or modified in that quarter.

 

Yes. The Published column write triggers a standard wp_update_post call setting post_status to publish, so the live policy page reflects the change in the same request. Earlier columns store only the workflow tag.

 

Yes. The wpautoterms_type meta tags each post with privacy, terms, cookie, refund, or disclaimer. SleekView exposes the type as a filter and grouping option, so a lead can scope to privacy and cookie policies for the GDPR refresh.

 

Yes. Every move runs through current_user_can('publish_pages') and the AutoTerms admin capability before any post_status write. A contributor account can drag for personal sorting but the change does not persist.

 

Filters apply at the database query level rather than in JavaScript. A typical board scopes to a single locale, to the last quarter, or to in-review policies only, so the card count stays under a thousand even on WPML sites.

 

Yes. The policy version stamps onto post meta and the author lives on wp_posts.post_author. SleekView exposes both as card fields, so a compliance lead can spot policies overdue for a refresh and queue them for review.

 

Yes. Pro adds extra document templates, multi-language translation, and Annex generation. SleekView reads the same wp_posts rows, so Pro fields like template version and translation locale surface on the same board.

 

Yes. Every drag writes a review entry into post meta naming the analyst, the source column, the destination column, and the timestamp. The entry uses standard WordPress post meta so audits and exports can read the trail.

 

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