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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
