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Account governance overview
What is account governance? Account governance is a centralized hub, allowing Super Admins and IAM Admins to audit and manage their Kissflow accounts effortlessly.…
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Process governance
As a Super Admin, or an IAM Admin, account governance helps you see all the ongoing processes in your Kissflow account. This feature makes it easier to manage data by giving you a better view and…
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Board governance
As a Super Admin, or an IAM Admin, account governance feature in Kissflow gives you a good look at all the boards in your account. It helps manage data better by showing you everything about your…
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Dataset governance
As a Super Admin, or an IAM Admin, account governance offers valuable insights into all the datasets currently in your Kissflow account. This feature enhances data governance by providing visibility…
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Governing lists
As a Super Admin, or an IAM Admin, you can manage and optimize the usage of lists in your account, leading to enhanced data management practices and improved overall performance.…
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Introducing Kissflow's Multilingual Forms!
Hello Kissflow Champions, We're thrilled to introduce a game-changing addition to Kissflow – Multilingual Forms! Form creators can seamlessly display their forms in multiple languages by adding…
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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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Let's Learn Boards: How to use metrics in Kissflow board
In this video, you'll learn how to access metrics in Kissflow boards to track and analyse performance over time. The system-defined reports cover crucial aspects such as status, priority, due dates,…
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Let's Learn Boards - How to create custom views in Kissflow boards
Learn how to customize your Kissflow board experience with personalized views. By creating custom views, you can filter, sort, and organize board data to match your unique workflow,…
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Let’s Learn Board: How to add watchers automatically to an item in your Kissflow board
Learn how to automatically add watchers to overdue items to your Kissflow board items. Simplify your workflow and improve tracking efficiency by automatically adding admins as watchers when items…
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Use case for timeline layout
Timeline layout helps you plan ahead, meet deadlines, and effectively communicate progress. It provides a bird's-eye view of your work items, allowing you to navigate through the timeline with ease…
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Introducing Timeline Layout in Kissflow Board
Hello everyone, We're thrilled to announce the release of the Timeline Layout feature in Kissflow Boards! The all-new timeline layout provides a panoramic view of all tasks, including subitems,…
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Let’s Learn Board: How to use subitems in Kissflow board
Learn how to manage subtasks in Kissflow with the power of subitems effectively. This video will teach you to break down complex tasks, track progress, and collaborate seamlessly with subitems.…
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Let's Learn Boards: How to launch and initiate a quarterly sales campaign with Kissflow board
Welcome to the first part of our "Let's Learn Board" series! This video will explore how Kissflow Board can revolutionize your quarterly sales campaigns.…
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Addition of start date system field in Kissflow boards
We're adding a new system field called Start date in Kissflow Boards for all plans in the work platform. With this, you can set the date and time when a board item or subitem needs to start.…
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Managing members and roles in a board
Roles and permissions You can manage the members in your board by assigning different roles and permissions to their profiles based on the responsibilities mapped with them in a specific board.…
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Creating and managing subitems
Overview Subitems help you break down complex tasks into multiple small tasks and track them efficiently. Like an item on a board, subitems have assignees, states, start dates, and due dates.…
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Using board layouts
Layout The layout of a board makes it very easy to locate and navigate between items. There are three different tabs that allow you to switch between the most commonly used list of items quickly.…
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Configuring your board settings
If you are an admin of a board, you can configure how your board behaves by making changes to certain settings. To configure or change settings for a board,…
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Creating and using board views
Who can create views You can create views based on a subset of all the board data to have better context while working. This is ideal for teams inside teams.…
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Importing items from a CSV file
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. You can also use this feature to import data from other…
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Exporting items from a board
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 others who may not have access to Kissflow.…
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Building a board
Boards help you manage work that covers a wide spectrum, including project tasks, issue tracking, status tracking, help desks, service desks, service request management, employee onboarding,…
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Improved UI Enhancements in Kissflow Boards
We're excited to announce some exciting updates on the Kissflow Board! Our goal is to make the user experience as seamless and personalized as possible by enabling you to customize your Board to your…
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Archiving, deleting, and duplicating a board
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, all the contents will no longer be accessible,…