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Boards overview
Boards help you manage highly adaptable workflows that involve interactions between people and information. Similar to other flows, a form stores the data for an item and all steps.…
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Creating and customizing a board form
To create a board form inside your Application builder, Click Boards > Create a board form. Enter the board form's name. Alternatively, you can add a description and category to help you organize…
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Managing board roles and permissions
As an application owner, you will have default access to the board form and the ability to change many settings. As an admin of your board, you can manage the roles and permissions of the board form.…
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Board settings
If you can handle a board, you may modify how your board functions by changing specific options. To configure or change settings for a board form, click the Settings tab of your board form.…
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Board metrics in apps
There are two board metric reports that you can use in apps. They are: Aging report Status performance report Aging report The Aging report helps you track your current work in progress and identify…
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Creating and using board views in apps
Overview Board views ensure alignment within your team by allowing you to focus on specific sets of data and share them effectively with your team members.…