Simplify task management

You can share your board with your teammates by sending them a link to the board or an email. You can also define their access roles: read-only, commenter, or collaborator. Anyone working in your board will need to have an active Jotform account to access your board.

After your teammates join the board, you can assign tasks to them. You can mention them in task comments, and work on the same board in real time by seeing who is working on which tasks and checking activity logs to keep track of every update.

Yes, you can connect multiple forms to a single board using the Connected Assets dropdown in your board. Submissions from every form you connect will be sent to your board.

There are several ways you can customize your board:

• Arrange task groups to reflect your process steps
• Edit task layout by customizing task fields
• Show/hide selected fields on task cards
• Customize the theme by adding a background color or image to match your brand identity or personal preferences

You can add an attachment field to your tasks and upload files in that field. From the Boards interface, select Board Settings. Choose Task Fields, and select the Add Field button. Select Attachment & Image, name your new field, and click Save. Now you can attach files to your tasks.

No, sorry. Encrypted forms aren’t currently supported by Jotform Boards.

Yes, Jotform Boards is free and all features are available on every plan, with no limits determined by plan type. So whether you’re on our full-featured free plan, or you’ve upgraded for additional storage through our Bronze, Silver, or Gold plans, you can create professional boards to better manage your processes.

While there are many task management tools available, Jotform Boards offers a flexible and intuitive way to visualize, track, and collaborate on tasks seamlessly. With customizable board views, drag-and-drop task management, automated workflows, and real-time collaboration, Jotform Boards helps you stay organized and efficient. Plus, it integrates seamlessly with Jotform Forms, Workflows, Sign, and AI Agents, allowing you to turn customer requests directly into tasks. Experience a smarter way to manage your projects with Jotform Boards!

All of them! Whether you’re in education, healthcare, nonprofits, or retail, whether you work for a small business or a large enterprise, Jotform Boards helps you streamline task and project management. With its customizable workflows, drag-and-drop task organization, and real-time collaboration, teams can stay aligned, improve efficiency, and keep projects moving forward. No matter your industry, Jotform Boards provides a flexible and powerful way to manage work.

Yes! While tasks in Jotform Boards can be created from form submissions, the forms and tasks remain separate entities. You can freely update, move, or modify tasks without changing the original form submissions. The related submissions stay intact and can still be previewed from tasks. If needed, you can also edit form submissions separately from Jotform Boards.

As many as you need! There is no limit on the number of boards you can create and use.

Yes, you can create a blank board that isn’t linked to a form — perfect for managing tasks, projects, or other workflows. Simply go to your My Workspace page, select Create, and choose to create a board from scratch.

Yes! To collaborate with others online, you can share your board through an invitation link or invite people by email. You can also customize 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!

Yes, you can connect your forms with HIPAA features to Jotform Boards. Data will remain secure.

Yes, Jotform Boards is available for Jotform Enterprise users. If you’d like personal guidance in using Boards, contact our Enterprise sales team for more information.

Yes, you can share your boards with coworkers, clients, stakeholders, and more! You can send email invitations, change privacy settings, limit access to specific people, and set an expiration date to determine exactly how long users can access your boards.

You can search through your data and apply custom filters. Select the Filter button from the Boards interface, select a quick filter, or use advanced filters to select which task fields you’d like to search for.

Yes, you can add Boards as a new tab in Jotform Tables. Just select the New Tab button from the Tables interface, choose Boards, and configure the board.

Yes! You can manually add tasks to Jotform Boards without using a form. Simply use the Add Task button to create tasks directly within your board groups. Jotform Boards gives you the flexibility to manage your tasks seamlessly, whether they originate from form submissions or are added manually.

Yes. You can delete tasks in Jotform Boards, either one by one or all at once. Deleted tasks may be restored from your trash within 30 days before they are deleted permanently.

There are several limits in Jotform Boards (note that the limits are the same regardless of your Jotform plan):

• You can share a board with 100 people
• You can process up to 1,000 tasks in a single board
• You can connect up to 5 forms in a single board
• You can assign a task to 10 assignees
• You can add 5 custom fields in a board

When a task is assigned to you or you are mentioned in a comment in Jotform Boards, you will be notified with an email. This lets you work in harmony with your team without missing important updates.