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Creating and managing items
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, click the + New button located at the top right section of…
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Board metrics in apps
There are two board metric reports that you can use in apps. They are: Aging report Status performance report Aging report The Aging report helps you track your current work in progress and identify…
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Creating and customizing a board form
To create a board form inside your Application builder, Click Boards > Create a board form. Enter the board form's name. Alternatively, you can add a description and category to help you organize…
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Coming soon: Form lookup field enhancements for runtime and configuration
We're excited to announce upcoming improvements to Kissflow's form lookup fields, set to roll out in mid-July 2024. These enhancements will allow Flow Admins greater flexibility in customizing how…
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Upcoming transition of Kissflow Projects to Kissflow Boards
Update on 21 November 2024: The transition of Kissflow Projects to Kissflow Boards will happen in February 2025. As part of our continuous efforts to enhance your project and case management…
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FAQ - Connected boards
Why am I not able to unlock a source item? Only the board admins can unlock a source item. Why am I not able to see the board I want to connect to? You can see only the boards where you have admin…
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Connecting boards
By connecting multiple boards, you can automate item creation and orchestrate the item’s end-to-end lifecycle across those boards. Here’s how you can do it:…
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Connected boards - Overview
In Kissflow, you can connect multiple boards and create work items in them based on a parent/source board’s item. This enhances overall efficiency and simplifies workflow management for team…
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Security settings for flows
Introduction Flow Admins can manage the sharing of their flow data with other flows within the Kissflow platform through the security settings page. This system provides a more robust, flexible,…
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Upcoming enhancements - Save your board's workflow as a draft
We're making some enhancements in the workflow settings of Kissflow Boards. This will help you create and manage your board workflows more efficiently. Currently,…
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Upcoming Changes: Enhancing Flow Security
Access control policies determine who can access specific flows or perform certain actions within Kissflow. These policies govern access to individual flows.…
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User governance
If you’re a Super Admin, or an IAM Admin, account governance offers a lens into user trends within your Kissflow account, shedding light on how users interact with various roles.…
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Form child tables in the PWA and native mobile app
Overview Kissflow's PWA and native Android and iOS mobile app allow for flexible viewing and editing of child tables within forms. As a user of process form, board form, or data form,…
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Board notifications
You can create and customize notifications to stay informed about important updates or ensure timely communication within your team. You can also select the notification channels (email, web app,…
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Notification events in boards
Item notifications The item notifications listed below are predefined by the system, based on which you can create new custom notifications and configure trigger conditions, recipients,…
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Watching an item in a board
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 modified by their assignees or other…
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Introducing Subitems Triggers and Actions in Kissflow Integrations
We're thrilled to share an exciting enhancement to Kissflow integrations tailored for our board users - Subitem Triggers and Actions. With this new feature,…
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Let's Learn Board: How to integrate Kissflow board with datasets
Hello, Discover how to seamlessly update, manage, and keep track of customer records by integrating Kissflow Board with Kissflow Dataset. Our automation process allows for effortless creation of…
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Introducing AI-Powered Kissflow Board Creation
Are you tired of manually building boards from scratch? We’ve just made your life a little easier. We're excited to introduce AI-powered board creation with Kissflow.…
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Creating a Kissflow Board with AI
You can use AI to automatically create your board’s workflow and form. In the Create your board page, enter the name, item type, ID prefix, and description of your board.…
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Exciting New Updates in Kissflow Boards!
We're thrilled to introduce three new enhancements to Kissflow Boards, designed to elevate your workflow and collaboration experiences! Copy-paste Text to Create Items and Subitems Previously,…
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UI changes in the home page for KF Project plan
We’re making some UI changes to the home pages of all accounts that use KF Project plan. These changes will bring an intuitive and interactive experience to your home page.…
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UI changes in the home page for KF Workflow Lite plan
We’re making some UI changes to the home pages of all accounts that use KF Workflow Lite plan. These changes will bring an intuitive and interactive experience to your home page.…
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Introducing Subitems in Kissflow Boards
Kissflow Boards are a great way to manage and track project tasks, tickets, and cases. While some items are straightforward and require only single-step resolutions,…
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Let's Learn Boards: How to customize form permissions in Kissflow board
In this video, learn how to customize form permissions across different statuses in your Kissflow Board. Ensure data privacy and integrity by restricting access to specific sections and fields within…