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Use case for timeline layout
Kissflow plans: β Basic β Enterprise Timeline layout helps you plan ahead, meet deadlines, and effectively communicate progress. It provides a bird's-eye view of your work items,β¦
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Launching Kissflow Apps
Kissflow plans: β Basic β Enterprise Creating Kissflow Apps Every Kissflow Enterprise account will have two environments to build and deploy apps to live.β¦
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Creating procurement spend analysis report by department and product category
Kissflow plans: β Basic β Enterprise When a company's procurement manager wants to understand procurement patterns from purchase requests, they can measure total spending by department and productβ¦
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Managing members and roles in a board
Kissflow plans: β Basic β Enterprise Roles and permissions You can manage the members in your board by assigning different roles and permissions to their profiles based on the responsibilitiesβ¦
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Setting up Kissflow BI connector with Microsoft Power BI via ODBC
Kissflow plans: β Basic β Enterprise Kissflow BI connector allows you to access your Kissflow data stored in a Snowflake database with Microsoft Power BI via the ODBC driver.β¦
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Managing reports
Kissflow plans: β Basic β Enterprise To access reports in analytics, click Analytics in the left navigation bar and open the Reports page. Here, you can view all reports created in analytics toβ¦
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Pivot reports
Kissflow plans: β Basic β Enterprise Pivot reports enable you to summarize, arrange, and compare a large amount of data effectively. Creating a pivot report Click the + Create report button on theβ¦
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Tabular reports
Kissflow plans: β Basic β Enterprise Tabular reports display information in columns and rows, forming a grid similar to a spreadsheet. Creating a tabular report Click the Create report button on theβ¦
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Using reports
Kissflow plans: β Basic β Enterprise Analytics reports feature enable you to create cross-form reports over various data sources, including process tables, child tables, system tables, datasets,β¦
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Reports overview
Kissflow plans: β Basic β Enterprise Kissflow Analytics Reports offers a robust solution for generating comprehensive reports by merging diverse data sources such as process tables, board tables,β¦
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Chart reports
Kissflow plans: β Basic β Enterprise Charts offer a graphical representation of the data in reports. The following are the six major types of charts: area, bar, doughnut, line, pie,β¦
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Salesforce connector
Kissflow plans: β Basic β Enterprise What is Salesforce? Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation,β¦
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Creating and managing subitems
Kissflow plans: β Basic β Enterprise 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,β¦
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Microsoft Excel connector
Kissflow plans: β Basic β Enterprise What is Microsoft Excel? Microsoft Excel is a spreadsheet application developed by Microsoft. It features calculation or computation capabilities, graphing tools,β¦
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Using board layouts
Kissflow plans: β Basic β Enterprise 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 mostβ¦
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Process settings
Kissflow plans: β Basic β Enterprise When you create a process, you become the Process Admin. Here's more about what a Process Admin can do in a process.β¦
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Importing and exporting data from a dataset
Kissflow plans: β Basic β Enterprise The CSV import feature in your dataset will help you transfer data from a CSV file or a spreadsheet with a .csv extension to your Kissflow dataset.β¦
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QuickBooks connector
Kissflow plans: β Basic β Enterprise What is QuickBooks? QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills,β¦
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Creating and managing portals
Kissflow plans: β Basic β Enterprise Creating a portal from scratch Creating a new portal inside Kissflow is a straightforward process. As a Super Admin of your account, you can create portals.β¦
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Adding and managing users
Kissflow plans: β Basic β Enterprise Super Admins, IAM Admins, and User Admins have access to the User management page where they can activate, deactivate, delete,β¦
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Configuring your board settings
Kissflow plans: β Basic β Enterprise 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,β¦
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Creating and using board views
Kissflow plans: β Basic β Enterprise Overview Board views ensure alignment within your team by allowing you to focus on specific sets of data and share them effectively with your team members.β¦
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Importing items from a CSV file
Kissflow plans: β Basic β Enterprise 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.β¦
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Exporting items from a board
Kissflow plans: β Basic β Enterprise 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 withβ¦
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Building a board
Kissflow plans: β Basic β Enterprise Boards help you manage work that covers a wide spectrum, including project tasks, issue tracking, status tracking, help desks, service desks,β¦