No products in the cart.
Capture & Resolve Every Customer Request
Auto-generate tasks from form responses and other communication channels for easy tracking and team assignment.
Never miss a request again!
No matter where requests come from, with Jotform Boards they’ll always be organized, trackable, and easy to manage.
Form submissions to tasks
Collect customer requests directly from your forms and turn them into actionable tasks automatically.
AI Agent conversations to tasks
Enable your AI Agents to collect requests from chats, calls, and other channels and convert them into tasks.
Orders to tasks
Sell products and subscriptions directly from your payment forms to instantly capture and keep track of every order.
E-Signatures to tasks
Gather signatures and convert signed documents into tasks for seamless tracking and workflow management.
Workflows to tasks
Build a board that fits into your workflow. Automate task creation to ensure smooth execution for all stakeholders.
Share with your team
A classic calendar view to display a whole month of events.
Assign tasks
Keep projects organized by assigning tasks to specific team members. Add due dates, priorities, and descriptions so everyone knows their responsibilities and nothing gets overlooked.
Leave comments and mentions
Discuss task details directly within Jotform Boards. Tag team members, ask questions, provide feedback, and track conversations — all in a centralized place to keep communication clear.Give your audience the full rundown of all events occurring on the same day.
Track every change
Take it one week at a time with this view that works great for recurring events.
Collect, organize, and complete tasks in one place
Connect multiple sources
Organize tasks
Complete tasks
What our users are saying
I was so excited when I found Jotform Boards. In the past we lost track of customer orders because there were multiple people working in the same spreadsheet. Now, Jotform Boards helps us easily track orders through every step of the process, and ensure all orders are fulfilled quickly!
Emma
Executive Assistant
1,000+ free board templates
Streamline your workflow with ease using our ready-made templates. Choose from our vast collection designed to save you time while offering complete customization to fit your needs.
Weekly Schedule Template
Organize your weekly activities with Jotform’s Weekly Schedule Template. Use this customizable board to track tasks, set priorities, and collaborate with your team using a drag-and-drop interface.
Weekly Planner Template
Organize your week effectively with Jotform’s Weekly Planner Template. This customizable board template helps you track activities, assign tasks, and collaborate with your team using a drag-and-drop interface.
Meeting Agenda Template
Organize and streamline your meetings with Jotform’s Meeting Agenda Template. Use this customizable board to track agenda items, assign tasks, and collaborate with your team using a drag-and-drop interface.
Timeline Template
Visualize your project timelines with Jotform’s Timeline Template. This customizable board helps teams manage tasks, track progress, and enhance collaboration using a drag-and-drop interface.
Storyboard Template
Organize your film projects with Jotform’s Storyboard Template. Use this customizable board to manage tasks, set priorities, and collaborate with your team using a drag-and-drop interface.
FAQ: Frequently Asked Questions
Jotform Boards is designed to help you capture and resolve every customer request. It’s a task management product that lets users process tasks collaboratively. Users can connect their forms, workflows, e-sign documents, and AI Agents to their boards to create tasks automatically after requests are received. This way, users can manage all of their operations from within the Jotform suite of products.
Jotform Boards lets you manage all your tasks efficiently with a visual representation that allows you to grasp the overall process and see the tasks and resource allocation at a glance. With advanced task organization and collaboration settings, you can process your tasks in a smooth way. You can handle everything from data collection to task completion without the need for external integrations and switching software products — so no extra cost.
You can share your board with your teammates by sending them a link to the board or an email. You can also define their access roles: read-only, commenter, or collaborator. Anyone working in your board will need to have an active Jotform account to access your board.
After your teammates join the board, you can assign tasks to them. You can mention them in task comments, and work on the same board in real time by seeing who is working on which tasks and checking activity logs to keep track of every update.
Yes, you can connect multiple forms to a single board using the Connected Assets dropdown in your board. Submissions from every form you connect will be sent to your board.
There are several ways you can customize your board:
- Arrange task groups to reflect your process steps
- Edit task layout by customizing task fields
- Show/hide selected fields on task cards
- Customize the theme by adding a background color or image to match your brand identity or personal preferences
You can add an attachment field to your tasks and upload files in that field. From the Boards interface, select Board Settings. Choose Task Fields, and select the Add Field button. Select Attachment & Image, name your new field, and click Save. Now you can attach files to your tasks.
No, sorry. Encrypted forms aren’t currently supported by Jotform Boards.
Yes, Jotform Boards is free and all features are available on every plan, with no limits determined by plan type. So whether you’re on our full-featured free plan, or you’ve upgraded for additional storage through our Bronze, Silver, or Gold plans, you can create professional boards to better manage your processes.
While there are many task management tools available, Jotform Boards offers a flexible and intuitive way to visualize, track, and collaborate on tasks seamlessly. With customizable board views, drag-and-drop task management, automated workflows, and real-time collaboration, Jotform Boards helps you stay organized and efficient. Plus, it integrates seamlessly with Jotform Forms, Workflows, Sign, and AI Agents, allowing you to turn customer requests directly into tasks. Experience a smarter way to manage your projects with Jotform Boards!
All of them! Whether you’re in education, healthcare, nonprofits, or retail, whether you work for a small business or a large enterprise, Jotform Boards helps you streamline task and project management. With its customizable workflows, drag-and-drop task organization, and real-time collaboration, teams can stay aligned, improve efficiency, and keep projects moving forward. No matter your industry, Jotform Boards provides a flexible and powerful way to manage work.
Yes! While tasks in Jotform Boards can be created from form submissions, the forms and tasks remain separate entities. You can freely update, move, or modify tasks without changing the original form submissions. The related submissions stay intact and can still be previewed from tasks. If needed, you can also edit form submissions separately from Jotform Boards.
As many as you need! There is no limit on the number of boards you can create and use.
You can create a board in a few ways:
- You can create a board in a few ways.
- From your My Workspace page, you can select the Create button, then choose Board and decide whether to create your board from scratch, from a template, with a form, or by importing a project from another task management. You can also do this from your My Boards page.
- You can also create a board directly from a form. Select a form from your My Workspace or My Forms page, then either select Boards from the toolbar or open the form’s More dropdown menu and choose Create Board.
Yes, you can create a blank board that isn’t linked to a form — perfect for managing tasks, projects, or other workflows. Simply go to your My Workspace page, select Create, and choose to create a board from scratch.
Yes! To collaborate with others online, you can share your board through an invitation link or invite people by email. You can also customize privacy settings to keep your information secure and stay in full control of your data. Make your board private or allow company access, choose who can view or edit your board, and more!
Yes, you can connect your forms with HIPAA features to Jotform Boards. Data will remain secure.
Yes, Jotform Boards is available for Jotform Enterprise users. If you’d like personal guidance in using Boards, contact our Enterprise sales team for more information.
Yes, you can share your boards with coworkers, clients, stakeholders, and more! You can send email invitations, change privacy settings, limit access to specific people, and set an expiration date to determine exactly how long users can access your boards.
You can search through your data and apply custom filters. Select the Filter button from the Boards interface, select a quick filter, or use advanced filters to select which task fields you’d like to search for.
Yes, you can add Boards as a new tab in Jotform Tables. Just select the New Tab button from the Tables interface, choose Boards, and configure the board.
Yes! You can manually add tasks to Jotform Boards without using a form. Simply use the Add Task button to create tasks directly within your board groups. Jotform Boards gives you the flexibility to manage your tasks seamlessly, whether they originate from form submissions or are added manually.
Yes. You can delete tasks in Jotform Boards, either one by one or all at once. Deleted tasks may be restored from your trash within 30 days before they are deleted permanently.
There are several limits in Jotform Boards (note that the limits are the same regardless of your Jotform plan):
- You can share a board with 100 people
- You can process up to 1,000 tasks in a single board
- You can connect up to 5 forms in a single board
- You can assign a task to 10 assignees
- You can add 5 custom fields in a board
When a task is assigned to you or you are mentioned in a comment in Jotform Boards, you will be notified with an email. This lets you work in harmony with your team without missing important updates.
