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.