Jotform Boards | Enterprise Features

Task Creation

Create tasks manually or automatically from form submissions, AI Agent conversations, or sign documents.

Task Details

View and edit every important detail about a specific task easily within a single, convenient interface.

Task Fields

Manage assignees, due dates, and statuses effectively to ensure all tasks are completed on time.

Custom Fields

Add custom fields to adapt the board to your specific requirements.

Collaboration

Share your board and collaborate seamlessly with your entire team with comments and task assignments.

Group Settings

Organize tasks into distinct groups or phases to manage project stages efficiently and maintain a clear overview of progress.

Search & Filter

Find exactly what you need with powerful search and filter tools that allow you to quickly narrow down results.

Form Connection

Connect your Jotform forms to populate your board automatically

AI Agent Connection

Integrate AI agent to create tasks based on customer conversations

Sign Document Connection

Turn sign documents into tasks by seamlessly connecting Jotform Sign.

Theme

Personalize your board with adjustable colors and backgrounds.

Card View

Get a clear overview of tasks and projects with easy-to-read cards.

Workflow Connection

Automate task creation with Workflow connection for seamless project management and efficiency.