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Process governance
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, account governance helps you see all the ongoing processes in your Kissflow account.…
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Group governance
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, account governance provides you a clear view of all groups within your Kissflow account.…
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User governance
Kissflow plans: ✕ Basic ✓ Enterprise If you’re a Super Admin, or an IAM Admin, account governance offers a lens into user trends within your Kissflow account,…
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Account governance overview
Kissflow plans: ✕ Basic ✓ Enterprise What is account governance? Account governance is a centralized hub, allowing Super Admins and IAM Admins to audit and manage their Kissflow accounts…
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Admin actions in a process
Kissflow plans: ✓ Basic ✓ Enterprise Process administration The Administration section of a process lets Process admins and Data admins access the items, modify their status,…
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Managing members and roles in a board
Kissflow plans: ✓ Basic ✓ Enterprise Roles and permissions You can manage the members in your board by assigning different roles and permissions to their profiles based on the responsibilities…
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Creating and managing subitems
Kissflow plans: ✓ Basic ✓ Enterprise 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,…
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Using board layouts
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Process settings
Kissflow plans: ✓ Basic ✓ Enterprise When you create a process, you become the Process Admin. Here's more about what a Process Admin can do in a process.…
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Configuring your board settings
Kissflow plans: ✓ Basic ✓ Enterprise 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
Kissflow plans: ✓ Basic ✓ Enterprise 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.…
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Importing items from a CSV file
Kissflow plans: ✓ Basic ✓ Enterprise 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.…
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Exporting items from a board
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Watching an item in a board
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Creating and managing items
Kissflow plans: ✓ Basic ✓ Enterprise 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,…
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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.…