Boards FAQs

Modified 1 week ago

Sooryakanth K P

Can I handle multiple use cases, such as issue tracking, help desk, service requests using Kissflow Board?

Absolutely. Kissflow Board helps you build workflows, to manage use cases such as project management, issue tracking, bug tracking, help desks, service requests, ticketing systems, and more - all on a single platform.

There are a few boards that I frequently use. How can I quickly access them without having to go to the Explore page?

You can pin these boards to the left navigation. On the board, click the icon next to the board's name. After pinning a board, you can quickly access them from the left navigation.

I’d like to add custom statuses to my board. Is that possible? 

Of course! Add any number of custom statuses that are relevant to your workflow in Settings.

What happens when I rename a custom status?

When you rename a custom status, the new name is applied across the board. Items that are currently assigned to this status will show the new name.

I no longer need one of the statuses in my workflow. Can I delete it? 

You can delete custom statuses you created from inside the Edit workflow menu. You can also choose to delete all the items under that status or move those items to other statuses before deleting them.

Can I customize the board form? If so, how?

Sure. You can customize the form so that it captures information that is relevant to your workflow. The form editor is very easy to use. Drag and drop fields or add new sections and tables according to your workflow’s requirements.

I no longer want priority for the items in my board, as this field is not applicable to my use case. What do I do? 

If you don’t want to use priority for your board, you can always turn it off in settings. You can do this even if priority was used earlier to create items or other features such as filters and views.

Can I create custom filters to track certain item on a frequent basis?

Sure. Use Views inside the board to create all kinds of customized views of your data. All views can be saved for future reuse. They will appear in the Views dropdown and can also be pinned as tabs.

I can see that items can be retrieved using different options such as ‘created by me’ and ‘requested by me'. Aren’t these the same?

Not quite. The view Created by me lists all the items you have created in the board. Whereas the view Requested by me, lists items that you have requested but may not have necessarily created. For example, if you are using a board as a help desk, you would often ‘create’ requests that were ‘requested’ by a customer. 

I want to find out the time spent on each status in an item. How can I do that? 

We’ve introduced a tab named Transitions inside the board form. All the status changes for an item are captured here. More importantly, you can view the amount of time an item has spent in a status.

Where can I find a history of actions performed on an item?

The Activity tab inside the board form. Open this tab to view a history of all important actions performed for it, such as changes made to values in system fields.

How do I determine the resolution time of a item? 

This is possible for any item that is in the Resolved or Closed status. Open any item that is resolved or closed, and you can view the resolution time under the Requester field on the right panel.

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