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Building a board
Kissflow plans: ✓ Basic ✓ Enterprise Boards help you manage work that covers a wide spectrum, including project tasks, issue tracking, status tracking, help desks, service desks,…
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Publishing, editing, duplicating, archiving, and deleting a process
Kissflow plans: ✓ Basic ✓ Enterprise Publishing a process As a Process Admin or Developer, you can publish a process live. Once you've finished designing your process form and workflow,…
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Deleting process items
Kissflow plans: ✓ Basic ✓ Enterprise 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,…
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Archiving, deleting, and duplicating a board
Kissflow plans: ✓ Basic ✓ Enterprise 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,…
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Process audit log
Kissflow plans: ✓ Basic ✓ Enterprise The audit log section stores the history of all the activities related to your process. It allows the Process Admins to search and find the flow-level and…
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Public forms
Kissflow plans: ✕ Basic ✓ Enterprise Anyone without a Kissflow account can initiate a workflow in Kissflow with the help of a public form. By activating this setting,…
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Overview of custom reports in boards
Kissflow plans: ✓ Basic ✓ Enterprise Reports help you derive insights into how your board is functioning. You can generate customized reports to analyze trends and various metrics about your…
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Status performance report
Kissflow plans: ✓ Basic ✓ Enterprise The status performance report displays all descriptive statistics about the distribution of time ranges in the data.…
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Status summary report
Kissflow plans: ✓ Basic ✓ Enterprise The status summary report graphically represents the number of items against the different statuses in your board.…
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Aging report
Kissflow plans: ✓ Basic ✓ Enterprise The aging report helps you track your current work in progress and identify items that have been overdue for an extended period of time.…
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Board metrics overview
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Priority summary report
Kissflow plans: ✓ Basic ✓ Enterprise This report is a graphical representation of the number of items against the item priority levels in your board. To access this report,…
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Due date summary report
Kissflow plans: ✓ Basic ✓ Enterprise This report shows you the number of items that are due each day. To access this report, click Reports on your board.…
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Boards overview
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Charts in boards
Kissflow plans: ✓ Basic ✓ Enterprise 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,…
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Managing process members and permissions
Kissflow plans: ✓ Basic ✓ Enterprise Roles and permissions in a process You can add users to a process in the following roles: Process Admin A Process Admin has the highest privilege in a process.…
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Document templates
Kissflow plans: ✓ Basic ✓ Enterprise You can use a document template to automate the generation of your process-related PDFs. You must be a Process Admin or a Process Developer to create these…
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Creating a process
Kissflow plans: ✓ Basic ✓ Enterprise You can create a new process based on the permission set by a Super Admin or IAM Admin. Creating a new process Go to the process creation page using any one of…
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Automating barcode scanning in a process form
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Pivot tables in boards
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Process overview
Kissflow plans: ✓ Basic ✓ Enterprise What is a process? A process is a type of workflow that ensures a strict sequential set of steps performed on form data.…
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Notes, status logs, and activity logs in boards
Kissflow plans: ✓ Basic ✓ Enterprise 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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Tabular reports in boards
Kissflow plans: ✓ Basic ✓ Enterprise Tabular reports can be used to display your board’s data in rows and columns, forming a grid similar to a spreadsheet.…
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Configuring a board form
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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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…