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Creating and managing items
After a board and its form are set up for you to work, you can start creating new items. Adding a new item To add a new item to your board, click the + New button located at the top right section of…
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Use case for timeline layout
Timeline layout helps you plan ahead, meet deadlines, and effectively communicate progress. It provides a bird's-eye view of your work items, allowing you to navigate through the timeline with ease…
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Managing members and roles in a board
Roles and permissions You can manage the members in your board by assigning different roles and permissions to their profiles based on the responsibilities mapped with them in a specific board.…
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Creating and managing subitems
Overview Subitems help you break down complex tasks into multiple small tasks and track them efficiently. Like an item on a board, subitems have assignees, states, start dates, and due dates.…
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Using board layouts
Layout The layout of a board makes it very easy to locate and navigate between items. There are three different tabs that allow you to switch between the most commonly used list of items quickly.…
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Managing notifications from a board
You can customize the way you receive notifications from your board. Notifications appear as both in-app messages and emails, based on how you configured your account's notifications.…
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Configuring your board settings
If you are an admin of a board, you can configure how your board behaves by making changes to certain settings. To configure or change settings for a board,…
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Creating and using board views
Who can create views You can create views based on a subset of all the board data to have better context while working. This is ideal for teams inside teams.…
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Importing items from a CSV file
The CSV import feature in your board will help you transfer items from a CSV file or a spreadsheet with a .csv extension to a Kissflow Board. You can also use this feature to import data from other…
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Exporting items from a board
You can export items to a .CSV file. The file is emailed to your email ID registered in Kissflow. Exporting helps you to share information about items with others who may not have access to Kissflow.…
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Watching an item in a board
Watching an item allows you to keep track of its progress. Adding items to your watchlist lets you track changes in terms of their progress as and when they are modified by their assignees or other…
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Building a board
Boards help you manage work that covers a wide spectrum, including project tasks, issue tracking, status tracking, help desks, service desks, service request management, employee onboarding,…
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Archiving, deleting, and duplicating a board
You can archive and delete a board when you no longer need it. A board can only be deleted after it is archived. When you archive a board, all the contents will no longer be accessible,…
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Overview of custom reports in boards
Reports help you derive insights into how your board is functioning. You can generate customized reports to analyze trends and various metrics about your workflow.…
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Status performance report
The status performance report displays all descriptive statistics about the distribution of time ranges in the data. This report provides the minimum, maximum, mean,…
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Aging report
The Aging report helps you track your current work in progress and identify items that have been overdue for an extended period of time. It essentially tells you how many items were held in each…
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Due date summary report
This report shows you the number of items that are due each day. To access this report, click Reports on your board. This will take you to the Metrics tab by default,…
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Priority summary report
This report is a graphical representation of the number of items against the item priority levels in your board. To access this report, click Reports on your board.…
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Status summary report
The status summary report graphically represents the number of items against the different statuses in your board. To access this report, click Reports on your board.…
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Board metrics overview
Your board's metrics convey different but related information through reports in an easy-to-consume manner. This gives you an overview of your board items and helps you track their performance over…
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Boards overview
One of the main factors contributing to an organization's growth and success is efficient work management. Every department or part of an organization relies on completing short-term and long-term…
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Charts in boards
You can generate reports as charts. There are ten types of charts you can choose from: auto, area stacked, area, horizontal bars, vertical bars, combo, doughnut, line, pie, and bubble.…
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Pivot tables in boards
You can generate pivot tables to summarize, arrange, and compare a large amount of data related to your board. Pivot tables allow you to easily interchange fields, rows, and columns.…
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Notes, transitions, and activity logs in boards
Notes Notes offer an easy way to collaborate with different stakeholders on an item. You can use this feature to add comments, log updates, or action items,…
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Boards FAQs
Can I handle multiple use cases, such as issue tracking, help desk, and service requests using Kissflow Board? Absolutely. Kissflow Board helps you build workflows to manage use cases such as…
Know how to manage work using Kissflow Boards