Dharsan V K
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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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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…
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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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Editing a process item after submitting
Kissflow plans: ✓ Basic ✓ Enterprise 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.…
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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 -…