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Boards Features

Take control of your workflow with powerful task management features, including automated task creation, custom fields, and real-time collaboration. Organize, track, and optimize your tasks effortlessly—all in one intuitive board.

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Boards
Features
Task Creation

Task Creation

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

Task Details

Task Details

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

Task Fields

Task Fields

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

Custom Fields

Custom Fields

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

Collaboration

Collaboration

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

Group Settings

Group Settings

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

Search & Filter

Search & Filter

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

Theme

Theme

Personalize your board with adjustable colors and backgrounds.

Card View

Card View

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

Form Connection

Form Connection

Connect your Jotform forms to populate your board automatically

Workflow Connection

Workflow Connection

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

AI Agent Connection

AI Agent Connection

Integrate AI agent to create tasks based on customer conversations

Sign Document Connection

Sign Document Connection

Turn sign documents into tasks by seamlessly connecting Jotform Sign.

CATEGORIES
  • Introduction13
  • FeaturesTask Creation 10
  • FeaturesTask Details 17
  • FeaturesTask Fields 11
  • FeaturesCustom Fields 7
  • FeaturesCollaboration 5
  • FeaturesGroup Settings 2
  • FeaturesSearch & Filter 3
  • FeaturesTheme 2
  • FeaturesCard View 12
  • FeaturesForm Connection 8
  • FeaturesWorkflow Connection 2
  • FeaturesAI Agent Connection 2
  • FeaturesSign Document Connection 2

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Jotform Boards captures and resolves every customer request through automated task management, trusted by businesses worldwide for organized request tracking, featuring auto-generated tasks from forms, AI Agents, orders, e-signatures, and workflows that streamline team collaboration and task completion, offering 1,000+ ready-made board templates designed to save time while providing complete customization options, engineered for organizations requiring centralized customer request management.

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