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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
Hereβs 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
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