Dharsan V K
-
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…
-
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…
-
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,…
-
Deleting process items
By default, all process items are saved forever in your account as soon as they are created as a draft. If you want to delete requests, here are a few ways to do it.…
-
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,…
-
Public forms
Anyone without a Kissflow account can initiate a workflow in Kissflow with the help of a public form. By activating this setting, you let the users outside your organization submit their input to…
-
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.…
-
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,…
-
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.…
-
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…
-
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…
-
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.…
-
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,…
-
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…
-
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.…
-
Creating a process
You can create a new process based on the permission set by an Account Admin. Creating a new process Go to the process creation page using any one of the below methods:…
-
How to automate barcode scanning in a process form
If you are developing a process to streamline asset procurement requirements of your organization, you can customize your process form to allow end-users to scan an asset's barcode/QR code and…
-
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.…
-
Process overview
What is a process? A process is a type of workflow that ensures a strict sequential set of steps performed on form data. Flow Admins for a process can set up a form to carry data,…
-
Notes, status logs, 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,…
-
Configuring a board form
Every item on a board begins with a form. A form is where you can record all the data for an item. You can customize a board form to include fields to capture the essential information for your…
-
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…
-
Tabular reports in boards
Tabular reports can be used to display your board’s data in rows and columns, forming a grid similar to a spreadsheet. Creating a tabular report To create a tabular report,…
-
Editing a process item after you submit it
As a user, once you submit a process item and it reaches the Completed state, you can’t edit the field values, send the item back or withdraw it. However,…
-
Managing boards in PWA
Manage your Boards from anywhere using the mobile version of Kissflow. The dashboard of the mobile app contains the following widgets: My tasks - lists all tasks that are assigned to you My items -…