Boards
Learn how to capture, manage, and resolve every task with ease.
Guides
What is Boards
Boards is a task management tool that enables seamless collaboration within an organization. It allows users to connect forms, workflows, or AI Agents to boards, automatically generating tasks from customer requests. This streamlines business...
How to Add a Due Date to Tasks on Boards
Boards lets you set due dates for any task within your workspace. This feature helps track deadlines, prioritize tasks, and maintain organization as projects progress. Whether managing a personal to-do list or collaborating with a team, adding due...
How to Personalize Your Boards
You can customize your Boards to fit the way your team works best. Whether you’re managing projects, tracking tasks, or organizing workflows, you have the flexibility to shape everything around your process. You can set priorities, monitor...
How to Create Boards From Existing Forms
Boards allow you to create a new board directly from an existing form in your account, making it easier to manage submissions as tasks. When setting up the board, you’ll map form fields to task fields so each task is automatically filled with...
How to Assign a Task to Someone in Boards
Boards allows you to assign tasks to team members, ensuring clear ownership, accountability, and streamlined collaboration. By assigning tasks, you can track progress, delegate responsibilities effectively, and ensure that each task is completed...