Workflows to tasks

Create and manage multiple tasks with different functions. Send tasks straight from Jotform Workflows to your all-in-one task board.

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Workflows to tasks

How to Use Your Workflows with Boards

Add a board to your workflow

Add a board to your workflow

Integrate boards into your workflows to automatically add workflow steps as board tasks.

Set up the connection

Set up the connection

Map fields between your workflow and your board for automatic task triggering.

View and manage tasks

View and manage tasks

Manage workflow steps as tasks in your board. You can even connect multiple workflows to a single board, or connect multiple boards to a single workflow!

Automate task creation

Tasks are automatically created once your workflow progresses to its related step. Eliminate the need for manual data entry and keep your workflows running smoothly.

Create a Board - Itā€™s Free
Automate task creation

Customize actions for different boards

Link a workflow to multiple boards to manage where tasks are sent based on specific projects and teams.

Create a Board - Itā€™s Free
Customize actions for different boards

Streamline collaboration

Easily assign tasks, track progress, and manage submissions in a shared workspace, ensuring that team members stay aligned and nothing falls through the cracks.

Create a Board - Itā€™s Free
Streamline collaboration

Keep tasks organized and accessible

Manage tasks efficiently by prioritizing them, using tags for categorization, or rearranging their order within a group. This keeps your process structured and ensures everything stays on track.

Create a Board - Itā€™s Free
Keep tasks organized and accessible