Boards

Learn how to capture, manage, and resolve every task with ease.

5 Guides Last Update: February 4, 2026
Boards

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...

Boards

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...

Boards

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...

Boards

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...

Boards

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...

Boards