Jotform Boards
Jotform Boards is a comprehensive task management solution that uniquely integrates with forms, AI agents, documents, and workflows to streamline customer request resolution. It automatically generates tasks from form responses and various communication channels, ensuring requests are always organized, trackable, and manageable.
Users can convert form submissions into actionable tasks, enabling seamless tracking and team assignments. AI agents can collect requests from chats, calls, and other channels, transforming them into tasks for efficient handling. Payment forms can capture product orders and subscriptions, instantly turning them into tasks for order management.
E-signatures collected through Jotform can be converted into tasks, facilitating smooth workflow management. Additionally, users can build customized boards that integrate with their workflows, automating task creation to ensure all stakeholders are aligned and tasks are executed smoothly.
Jotform Boards promotes seamless collaboration by allowing users to share boards with teammates, clients, and stakeholders, with customizable permissions to control access. Tasks can be assigned to specific team members, with due dates, priorities, and descriptions to ensure clarity and accountability. The tool also features a centralized place for discussing task details, tagging team members, and tracking conversations.
The activity log records every action taken on the board, promoting transparency and accountability. With over 1,000 free board templates available, users can streamline their workflows with ease and customization. Jotform Boards is designed to help users capture, organize, and take action on every customer request efficiently.
Pricing
Jotform offers a range of pricing plans:
- Starter (Free): Unlimited boards, 5 forms, 100 monthly submissions, 1 user, 100 MB space, 1,000 monthly form views, 500 total submission storage, 10 fields per form, 10 monthly payment submissions, 10 monthly signed documents, Jotform branding included.
- Bronze: Billed annually, unlimited boards, 25 forms, 1,000 monthly submissions, 1 user, 1 GB space, 10,000 monthly form views, 10,000 total submission storage, 100 fields per form, 100 monthly payment submissions, 100 monthly signed documents, no branding.
- Silver: Billed annually, unlimited boards, 50 forms, 2,500 monthly submissions, 1 user, 10 GB space, 100,000 monthly form views, 25,000 total submission storage, 250 fields per form, 250 monthly payment submissions, 250 monthly signed documents, no branding.
- Gold: Billed annually, unlimited boards, 100 forms, 10,000 monthly submissions, 1 user, 100 GB space, 1,000,000 monthly form views, 100,000 total submission storage, 1,000 fields per form, 1,000 monthly payment submissions, 1,000 monthly signed documents, HIPAA compliance features available, no branding.
- Enterprise: Custom price with unlimited boards, forms, submissions, signed documents, storage, payment submissions, API access, multiuser platform, dedicated support, user management, SSO, SLA, data residency, professional services, HIPAA compliance, custom branding & domain.
Nonprofits and educational institutions receive a 50% discount. Jotform offers a 30-day money-back guarantee and 24/7 customer support.
