Boards overview

 Boards help you manage highly adaptable workflows that involve interactions between people and information. Similar to other flows, a form stores the data for an item and all steps.

An example of a board is a helpdesk. Tickets raised on a help desk become items. As a Board admin, you can create tickets, set custom statuses, assign tickets to the right users, and collaborate to resolve them. Similarly, an item can also be a bug, task, service request, or incident, depending on how you set up your board.

Features

Here’s an overview of all that you can do using boards in Kissflow:

• Build custom workflows to create, collaborate, and resolve items.
• Create custom forms with advanced fields that support conditional visibility, validations, and expressions.
• Configure and manage custom statuses for workflows.
• Navigate between items with ease using list and board views.
• Collaborate with other members on items using notes.
• View item transitions and activity logs for better management of priority items.
• Use default and custom filters that support advanced querying to easily retrieve specific items.
• Control access and permissions using default roles provided by the system.
• Manage notifications that are displayed for any changes made to the system.
• Generate custom reports to derive insights from your workflow.
• Integrate your board with other flows or third-party applications to create advanced workflows.

Common use cases

Here are some common use cases for boards:

• Support requests
• Incident management
• Service requests
• Bug tracking
• Help desk
• Sales pipeline
• Customer onboarding
• HR help desk
• Facility service requests