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Card View

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

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Boards
Features
Card View Category
Display Form Fields on Task Cards
Learn More: Display Form Fields on Task Cards

Display Form Fields on Task Cards

Display Form Fields on Task Cards

Add a Cover Image
Learn More: Add a Cover Image

Add a Cover Image

Add a cover image to each task to highlight what matters and give quick visual context.

Name Your Task
Learn More: Name Your Task

Name Your Task

Give tasks clear, custom names so your team instantly understands what needs to be done.

Assign Tasks to Team Members
Learn More: Assign Tasks to Team Members

Assign Tasks to Team Members

Assign tasks to the right people with a single click, ensuring clear ownership and a smooth workflow progression.

Set Priority Levels for Tasks
Learn More: Set Priority Levels for Tasks

Set Priority Levels for Tasks

Set priorities to clearly indicate what matters most, so everyone knows what to tackle first.

Add a Due Date
Learn More: Add a Due Date

Add a Due Date

Add due dates to keep work on schedule and make sure nothing slips past a deadline.

Add Tags to Easy Organization
Learn More: Add Tags to Easy Organization

Add Tags to Easy Organization

Add tags to groups and filter tasks fast, making your board easier to organize and scan.

Describe the Task
Learn More: Describe the Task

Describe the Task

Add rich descriptions to share context, requirements, and next steps inside each task.

Attach Files
Learn More: Attach Files

Attach Files

Attach files to tasks so all related documents and assets stay in one place.

Add Links for Quick Access
Learn More: Add Links for Quick Access

Add Links for Quick Access

Add URLs to tasks for one-click access to docs, pages, or any helpful resource.

Add a Checklist for Easy Tracking
Learn More: Add a Checklist for Easy Tracking

Add a Checklist for Easy Tracking

Add a checklist to break tasks into clear steps and track progress as each item is completed.

Setting Field Visibility on Cards
Learn More: Setting Field Visibility on Cards

Setting Field Visibility on Cards

Customize Task Card Visibility to Fit Your Workflow

CATEGORIES
  • Introduction13
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  • FeaturesTask Details 17
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  • FeaturesCollaboration 5
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  • FeaturesSearch & Filter 3
  • FeaturesTheme 2
  • FeaturesCard View 12
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  • 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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