Jotform Boards

Jotform Boards is a task management tool that enables seamless collaboration. It allows users to connect forms, workflows, or AI Agents to boards, automatically creating tasks from any customer request. This helps streamline business processes...

Jotform Boards lets you create boards from scratch, giving you full control over how everything works. You can set things up exactly the way you want before adding tasks, connecting forms, or manually importing existing submissions. Personalize...

Jotform Boards offer a quick and efficient way to set up a board without starting from scratch. Each template comes with a pre-built form, a ready-made board structure, and sample tasks that serve as a reference for how you might organize your...

Jotform Boards allow you to create a new board directly from an existing form in your account, making it easier to manage submissions as tasks. When setting up the board, you’ll map form fields to task fields so each task is automatically filled...

You can customize Jotform Boards to align with your business process, allowing you to manage tasks more efficiently and stay organized. With flexible customization options, you can tailor workflows, set priorities, track progress, and collaborate...

You can create a board in Jotform Tables to manage tasks alongside your form submissions. This allows you to track progress, update information, and organize everything in one place without switching between different assets in your account....

Jotform Boards allows you to assign tasks to team members, ensuring clear ownership, accountability, and streamlined collaboration. By assigning tasks, you can track progress, delegate responsibilities effectively, and ensure that each task is...

Jotform Boards lets you manually set a due date for any task in your workspace. This helps you keep track of deadlines, prioritize tasks, and stay organized as you move projects forward. Whether you're managing a personal to-do list or working...

Organizing tasks on Jotform Boards is simple and effective with the use of tags. Tags allow you to categorize tasks, making it easier to filter, locate, and manage them efficiently. Assigning Tags to Tasks on...

Jotform Boards allows users to connect multiple forms to a single board, making it easier to manage and review submissions in one place. This setup keeps everything structured, allowing smooth tracking, updates, and collaboration without switching...

You can create a task directly from an AI Agent conversation by setting up a tool that links the conversation to a selected board. When configured, a task will be created on that board, and its title and description will automatically pull data...

Jotform Workflows makes it easy to automate task creation on your boards. Instead of manually creating a task for each submission, you can set up your workflow to automatically add them to your boards based on progress or certain conditions. This...

Jotform Sign lets you connect your documents to your board, making it easy to create tasks based on signed documents. When a document is signed, its details can automatically generate tasks, helping you track progress and take action without...

Jotform makes it easy to move your Trello projects to Jotform Boards with a built-in migration tool. This tool transfers your cards, lists, and labels so you can continue managing tasks and collaborating with your team without losing data....

Migrating your projects from Asana to Jotform Boards allows you to streamline task management while leveraging Jotform’s powerful automation and customization features. Migrating your Asana projects to Jotform Boards is easy. Here's...

Switching from Airtable to Jotform Boards is easy with Jotform’s migration tool. It helps you transfer your tables, records, and fields while keeping your data organized. Once migrated, you can manage tasks, collaborate with your team, and...

Migrating your projects from Monday.com to Jotform Boards involves exporting your data while maintaining as much of your project structure as possible. You can migrate your Monday.com projects to Jotform Boards in a few simple steps....