-
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¦
-
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¦
-
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¦
-
Salesforce connector
What is Salesforce? Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation, analytics, and application development.β¦
-
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¦
-
Microsoft Excel connector
What is Microsoft Excel? Microsoft Excel is a spreadsheet application developed by Microsoft. It features calculation or computation capabilities, graphing tools, pivot tables,β¦
-
Microsoft Azure Active Directory connector
Kissflow plans: β Basic β Enterprise What is Microsoft Azure Active Directory? Microsoft Azure Active Directory (Azure AD) offers a cloud-based identity and access management (IAM) solution toβ¦
-
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¦
-
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¦
-
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¦
-
QuickBooks connector
What is QuickBooks? QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills, and payroll functions.β¦
-
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¦
-
Adding and managing users
Super Admins, IAM Admins, and User Admins have access to the User management page where they can activate, deactivate, delete, and change the roles of users from your Kissflow account.β¦
-
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¦
-
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¦
-
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¦
-
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¦
-
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¦
-
Publishing, editing, duplicating, archiving, and deleting a process
Kissflow plans: β Basic β Enterprise Publishing a process As a Process Admin or Developer, you can publish a process live. Once you've finished designing your process form and workflow,β¦
-
Member actions in a process
Kissflow plans: β Basic β Enterprise Accessing your items and tasks in a process Every process has two primary tabs: Created by me and Assigned items Created by me The Created by me tab shows allβ¦
-
Date and Date time field
Kissflow plans: β Basic β Enterprise The format of both the Date and Date & Time fields is based on the locale set up by the user. If nothing is set, then the account locale settings will be used.β¦
-
Kissflow Dataset connector
Kissflow plans: β Basic β Enterprise Working with dataset connector Kissflow Dataset is a collection of tabular data that can be used in your flows. The Kissflow Dataset connector has triggers andβ¦
-
Dataset and views overview
Kissflow plans: β Basic β Enterprise What is a dataset? A dataset is a collection of tabular data you can use in your flows. Forms in your flows can retrieve data from datasets or use it to driveβ¦
-
Group management
Groups can be created and managed by Super Admins and User Admins to simplify administration and improve access management. You can use these groups to assign workflow steps, share flows, and more.β¦
-
Process live forms
You can view a process form when you open a process item. A process form has a common navigation strip at the right end, where you can switch between the Details and Comments tabs.β¦