Task Creation

Task Creation

Explore the flexible methods for adding new tasks

Task Details

Task Details

Task Details in Jotform Boards lets you view and edit all task information in one place, including names, assignees, priorities, due dates, tags, checklists, files, links, comments, and an activity log. It keeps context clear and collaboration tied to the task.

Task Fields

Task Fields

Learn the various fields to keep the information about your tasks

Custom Fields

Custom Fields

Add custom fields to adapt the board to your specific requirements

Collaboration

Collaboration

Learn how Jotform Boards enhances your team collaboration

Group Settings

Group Settings

Manage how your tasks are categorized in your board

Search & Filter

Search & Filter

Utilize tools to locate specific tasks and narrow down your view

Form Connection

Form Connection

Connect your Jotform forms to populate your board automatically

AI Agent Connection

AI Agent Connection

Integrate AI agent to create tasks based on customer conversations

Sign Document Connection

Sign Document Connection

Link e-signature documents directly to your tasks

Theme

Theme

Customize the visual appearance of your board

Card View

Card View

View key information about your tasks in Kanban view

Workflow Connection

Workflow Connection

Automate Task Creation with Workflow Actions