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Board settings
Kissflow plans: ✕ Basic ✓ Enterprise You can modify how your board functions by changing specific options. To configure or change settings for a board form, click the Settings tab of your board form.…
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Board metrics in apps
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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Managing board roles and permissions
Kissflow plans: ✕ Basic ✓ Enterprise As an app owner, you will have default access to the board form and the ability to change many settings. As an admin of your board,…
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Creating and customizing a board
Kissflow plans: ✕ Basic ✓ Enterprise Creating a new board To create a board inside your app builder, Click Board under the Quick create menu on the left.…
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Boards overview
Kissflow plans: ✕ Basic ✓ Enterprise Boards help you manage highly adaptable workflows that involve interactions between people and information. Similar to other flows,…
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Using advanced filters in apps
Kissflow plans: ✕ Basic ✓ Enterprise The advanced filter feature allows Kissflow app developers to control the data shown to specific users while they view a component on a page.…
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Account governance
Account governance under account administration is a centralized hub, allowing super admins and IAM admins to audit and manage their Kissflow accounts. This feature is pivotal for maintaining data…
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Process
A process is a structured workflow for getting tasks done in a specific order. It involves initiating items within the process and moving them forward to subsequent steps in the workflow involving…
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Board
A board is a highly adaptable workflow that lets you keep track of information and manage work efficiently. You can create work items in a board and track their progress across different statuses.
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Item
An item is a single instance/task in a process and board.
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Item bar
An item bar is a colored horizontal bar that represents an item inside the timeline layout of a board.
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Kanban
Kanban is a layout type in a board's task management that visually organizes items or workflows into columns, representing different stages of progress, like To do, In progress, and Done.
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Matrix
Matrix is a layout type in a board's task management that organizes items in a grid, based on multiple criteria helping teams prioritize and categorize items.
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List
List is a layout type in a board's task management that presents items in a simple, linear format, typically organized in rows, where each item is listed one after another.
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Timeline
Timeline is a layout type in task management that visually represents items along a horizontal time axis, showing when each item begins and ends in a board.
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Assignee
An assignee is the account user to whom a process or board item is assigned for their action.
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Document template
A document template allows you to automate the generation of process-related PDFs. It's particularly useful for creating standardized documents like offer letters or reports.
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Impersonation
Impersonation allows service accounts to act on behalf of users or items within a Kissflow account. For example, it can make changes to user details, access all processes and integrations,…
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Audit log
Audit logs provide valuable insights, enhance security, and help track potential exposure of sensitive data, allowing for better governance and management of your Kissflow account.…
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AI-suggested workflow
AI-suggested workflow is a feature that automatically generates an entire process workflow based on the process title or a keyword you provide. When you click Suggest,…
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Parallel branch
Parallel branches in workflows enable concurrent tasks or conditional routing based on form data, ensuring flexibility and efficiency in process design.…
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AI-suggested steps
AI-suggested steps in process use artificial intelligence to automatically generate workflow steps tailored to your process. For individual steps, clicking AI-suggested steps provides intelligent…
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Goto
A Goto is a feature in process workflow that allows you to jump between process steps based on specific conditions. It provides flexibility by enabling forward or backward movement within the…
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Round robin assignment
Round robin is an assignment method that you can choose under assignment preference for distributing tasks in a process. It assigns tasks to users in a rotating sequence.…