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Task Details

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

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Boards
Features
Task Details Category
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.

Print or Download Tasks
Learn More: Print or Download Tasks

Print or Download Tasks

Print or download any task to share updates offline, review in meetings, or keep a paper copy for reference.

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.

Comment on Tasks
Learn More: Comment on Tasks

Comment on Tasks

Add comments to discuss updates, ask questions, and collaborate without leaving the task.

View the Activity Log
Learn More: View the Activity Log

View the Activity Log

View the activity log to see every update, comment, and change over time, so task history stays clear and transparent.

View Submission Info
Learn More: View Submission Info

View Submission Info

View connected form submission details inside a task for the full request context.

Edit Form Submission
Learn More: Edit Form Submission

Edit Form Submission

View connected form submission details inside a task for the full request context.

View Conversation Details
Learn More: View Conversation Details

View Conversation Details

View AI Agent conversation details in tasks to always have the complete interaction context.

View Sign Document Answers
Learn More: View Sign Document Answers

View Sign Document Answers

View submitted answers and signing details inside tasks created from Jotform Sign documents, keeping context and approvals in one place.

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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