How to create a Kanban board?

Hi,

I was trying to create a Kanban view for submissions, as i could do it in the free period, But it is not available.

How can I get it?

Hi Enrique,

Thanks for reaching out to Jotform Support. I understand the issue, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.

We appreciate your patience while we work on a solution.

Hi Enrique,

Thanks for your patience and understanding, we appreciate it. I’m sorry you're having difficulties with this. As of the moment, the Kanban board on our platform is the one that you can create in Jotform Tables. You can use these templates to start with your Kanban board. You can also change your table into a card view to make your submissions look great. Let me show you how to do it:

1. In Jotform Table, click on the Add Table in the green tab bar at the top of the screen.

2. Choose Cards, and click on Next.

3. Choose Connect to Form, and click on Next.

4. Choose your form, and click on Next.

5. Select all the fields you want to add on your cards, and click on Create.

That's it. Let us know if you have any other questions.

Please let me know when I can use kanban. It is because we need to chanche status of submissions.

Thanks

Hi Enrique,

Thanks for getting back to us. Do you mean changing the status of submission for the approval with a kanban interface? If so, unfortunately the feature isn't available yet. However, if you want, we can create a feature request on your behalf.

Let us know if there’s anything else we can do for you.

Hi,

If it is possible, please let me know, how we can have it.. We really appreciate it.

This funtion was one of the reasons why, we decide for the app. We thought that the free version is the same that pay version.

Thank you very much.

Marcela B.

Hi Marcela,

Thanks for getting back to us. I created a ticket and forwarded it to our developers. Once we hear back from them, we will circle back to this thread to let you know.

Thanks for your patience and understanding.

Hi Enrique,

Thanks for waiting patiently, we appreciate it. We've activated the Kanban View for your account, under the name "matchsignsllc". You can check it out after logging into your account.

Let us know if you need any other help.

Thank you.. I´ll check it.. thank you very much!.

Hi Enrique,

We’re excited to announce the launch of Jotform Boards. A task management solution that makes it easy to capture and resolve customer and client requests. Jotform Boards allows users to streamline their processes and manage their tasks efficiently and collaboratively.

Auto-generate tasks from form responses, customer conversations, sign documents and workflows; customize task management boards; organize tasks by groups and tags; assign team members; and so much more. Enjoy a drag-and-drop interface and kanban-style layout for task management made easy.

With Jotform Boards, you can connect multiple forms, AI conversations, sign documents or workflows to your board, making it easier to manage your tasks from a single location. You can also categorize and organize your data efficiently for better control and streamlined management. This helps streamline business processes from data collection to task completion—all within Jotform.

On Jotform Boards, task cards are automatically generated from submissions, and you can show or hide fields such as due dates, assignees, or tags to further customize them to your liking.

You can also share your Jotform Board effortlessly via a link or email and bring your team together in one place. Improve team collaboration by granting access to teammates, allowing them to view, comment, and edit tasks seamlessly. You can also customize the privacy settings to keep your information secure and stay in full control of your data. Make your board private or allow company access, choose who can view or edit your board, and more! 

Creating a board with Jotform is effortless. Simply select from our wide selection of Board Templates that best suit your needs and get started right away, or choose the Start from Scratch option to build your own custom board.

Give Jotform Boards a try. If you need any help or have any questions, check out our Boards Help Guide or let us know. We’re here to help!