Orders to tasks

Sell products, subscriptions, and collect donations with payment forms via Stripe, PayPal, Square and more than 30 other gateways, then turn them into trackable tasks with Jotform Boards. Enjoy an efficient, streamlined way to manage orders.

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Orders to tasks

How to Use Boards for Orders

Connect a payment form to a board

Connect a payment form to a board

Add an existing payment form or create one to add it to your board.

Set up the connection

Set up the connection

Once you've added a payment form, choose which form fields to map onto task fields in your board.

Capture and track orders

Capture and track orders

Seamlessly capture and track orders in real time. Organize shipping and refund updates, and streamline your order management process.

Manage orders from different forms with one board

Connect multiple payment forms to your board to create a centralized order management board. Save time and energy by tracking orders with a single board.

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Manage orders from different forms with one board

Collaborate on tasks and assign them

Take control of your order process with a shared board that keeps your team aligned. Assign tasks, track shipments, and update order statuses in real time. Share access with partners, suppliers, or team members to streamline your deliveries.

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Collaborate on tasks and assign them

Collect customer requests

Enhance customer satisfaction effortlessly by linking customer request forms directly to your board. Streamline communication, track feedback, and manage requests seamlessly ā€” all in one place.

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Collect customer requests