How to Personalize Jotform Boards

March 25, 2025

You can customize Jotform Boards to align with your business process, allowing you to manage tasks more efficiently and stay organized. With flexible customization options, you can tailor workflows, set priorities, track progress, and collaborate seamlessly with your team. This ensures a streamlined process that enhances productivity and keeps your projects on track.


Applying Theme in Your Jotform Boards

Customizing the appearance of your Jotform Boards enhances visibility, improves organization, and makes task management more engaging. With built-in theme options, you can personalize your board’s look to match your workflow, brand, or personal preference. Here’s how you can do it:

  1. On your Jotform Board, click on Board Settings in the top-right corner of the page.
Board Settings in the top-right corner of your board to manage settings in Jotform Boards
  1. In the menu that opens, click on Themes.
In the menu that appears, select "Themes" to customize your board in Jotform Boards.
  1. Now, choose a Preset Background Color or click on Choose a File to upload your own background image.
Select a Preset Background Color or click "Choose a File" to upload your own background image in Jotform Boards

That’s it. Your selected theme has now been automatically applied to your board.

Editing the Card Layout

There are two ways where you can edit your card layout. You can do this through the Board Settings or with the Connected Assets.

Editing Card Layout Through Board Settings

You can easily show and hide your field by editing your card layout through board settings. Let’s do it:

  1. On your Jotform Board, click on Board Settings in the top-right corner of the page.
Click on "Board Settings" in the top-right corner to open your settings in Jotform Boards
  1. In the menu that opens, click on Card View.
Click on "Card View" in the menu to update the display in Jotform Boards
  1. Now, click on the Eye icon on the right side of a task field to hide or display it.
  2. While you’re here, you can also preview the new card to see what it’ll look like.
Click the Eye icon next to a task field to hide or show it in Jotform Boards

That’s it, you’re all set. You’ve now successfully edited your Card Layout through the Board Settings.

Editing Card Layout Through Connected Assets

If you have an existing form connected to your boards, you can also edit your card layout through the Connected Assets. Here’s how:

  1. On your Jotform Boards, click on Connected Assets at the top menu.
Click on "Connected Assets" in the top menu to manage linked items in Jotform Boards
  1. Then, in the menu that shows up, click on Slider Icon.
In the menu that appears, click on the Slider icon to adjust settings in Jotform Boards
  1. Now, in the window that opens, you can match the Task Field to the Form Field and Add a New Field if needed.
Match the Task Field to the Form Field or click "Add a New Field" if needed in Jotform Boards
  1. Under the Show Form Fields on Task Card section, you can click on the Eye icon to hide or display the task fields.
  2. While you’re here, you can also preview the new card to see what it’ll look like.
In the "Show Form Fields on Task Card" section, click the Eye icon to hide or show task fields
  1. Finally, click on Save at the bottom of the window to save your changes.
Click "Save" at the bottom of the window to apply your changes in Jotform Boards

That’s it, you’re all set. You’ve now successfully edited your Card Layout.

Managing Groups in Jotform Boards

Jotform Boards allows you to customize your workflow by renaming, reorganizing, and managing your groups according to your needs.

Adding a Group

You can also add a new group to better organize your tasks. Let’s do it:

  1. On your Jotform Board, click on + Add Group on the top-right side of your board.
Click on "+ Add Group" in the top-right corner of your Jotform Board to create a new group
  1. Then, enter a Title for your group.
Type a title for your group to name it in Jotform Boards.

As an alternative, you can:

  1. Click on the Three Dots icon on the top-right side of your group.
  2. Then, select Insert Group to Left or Insert Group to Right to place a new task where you want it.
Click the Three Dots icon in the top-right corner of your group

That’s it. You’ve now successfully added a new group to your board.

Renaming a Group

You can rename a group to better reflect its purpose within your workflow. Check out the steps below to see how it’s done:

  1. On your Jotform Board, click on the Three Dots icon on the top-right side of your group.
  2. Then, in the Dropdown menu that comes up, click on Rename.
Click the Three Dots icon in the top-right corner of your group, then select "Rename" from the dropdown menu to update the group name in Jotform Boards

As an alternative, you can double-click on the Group Title to edit it.

Alternatively, double-click on the Group Title to edit it in Jotform Boards

That’s it. Your group has now been successfully renamed.

Deleting a Group

If you no longer need a group, it’s easy to remove it from your board. Here’s how to do it:

  1. On your Jotform Board, click on the Three Dots icon on the top-right side of the group that you want to delete.
Click the Three Dots icon in the top-right corner of the group you want to delete in Jotform Boards
  1. Then, in the Dropdown menu that comes up, click on Delete.
In the dropdown menu that appears, click on "Delete" to remove the group in Jotform Boards
  1. In the Confirmation window that pops-up, click on Yes, Delete, and you’re all set.
In the confirmation window that appears, click "Yes, Delete" to remove the group in Jotform Boards

That’s it. You’ve successfully deleted the group.

Managing Task Fields on Jotform Boards

You can customize task fields to fit your needs by adding new ones, editing existing ones, and adjusting key details like assignees, priorities, and due dates.

Adding New Task Fields

You can add new task fields to any group you want depending on your needs. Let’s do it:

  1. On your Jotform Board, click on Board Settings in the top-right corner of your screen.
Click on "Board Settings" in the top-right corner of your screen to manage your settings in Jotform Boards
  1. In the menu that opens, click on Task Fields.
Click on "Task Fields" to manage field settings in Jotform Boards
  1. Now, click on +Add Field and select from the following fields:
    • Text — Enter a plain text response.
    • Single Choice — Select one option from a predefined list.
    • Multiple Choice — Choose multiple options from a predefined list.
    • Date — Pick a date from the calendar.
    • Attachment & Image — Upload a file or an image.
    • URL — Enter a web link.
Click on "+ Add Field," then choose from the following options: Text, Single Choice, Multiple Choice, Date, Attachment & Image, or URL in Jotform Boards
  1. Click on the Field Type section if you want to change the type to a different one.
  2. Then, under that, in the Field Name section, enter a name for the field.
  3. Finally, click on Save, and you’re all set.
Select a field type, enter a name in the Field Name section, and click "Save" to apply the changes in Jotform Boards

That’s it. You’ve now successfully added a new task field.

Notes

  • You can only add 5 custom fields on your board.
  • All the added fields will appear in all the tasks on the board.

Editing Task Fields

You can edit groups, assignees, priorities, due dates, and tags directly from Board Settings to better organize and manage your tasks. Here’s how to do it:

  1. On your Jotform Board, click on Board Settings in the top-right corner of the page.
Click on "Board Settings" in the top-right corner to manage your board in Jotform Boards
  1. In the menu that opens, click on Task Fields.
Click on "Task Fields" in the menu to manage fields in Jotform Boards
  1. Now, click on the Pencil icon on the right side of the task field you want to change or update, and then configure it the way you want it.
Click the Pencil icon next to the task field to edit and configure it in Jotform Boards

That’s it. You’ve successfully updated now your task fields.

Contact Support:

Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Help Center: https://www.jotform.com/answers/

Contact Jotform Support: https://www.jotform.com/contact/

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