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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.…
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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…