Boards Overview

Modified 1 week ago

Sooryakanth K P

One of the main factors that contribute to the growth and success of an organization is efficient work management. Every department or part of an organization relies on completing short-term and long-term tasks, solving problems, managing leads, following up on transactions, fulfilling requests, and more. While all these operations happen in separate modules, localized or online, tracking these operations from their respective modules might not seem ideal for stakeholders. If one could track different projects, cases, and operations from one single platform, that would result in KPIs achieved and tasks completed on time, which in turn increases productivity. This is what Kissflow Board aims to achieve. 

With Kissflow Board, you can create highly adaptable workflows that let you keep track of information and manage work efficiently. You can create work items in Boards and monitor their progress. You can configure a form with various types of fields to collect information regarding these items and also create custom steps or statuses according to the nature of your work. An example of a board is a helpdesk. Tickets raised in the help desk become cases or items. As a Board admin, you can create tickets, set custom statuses, assign tickets to the right users, and collaborate to resolve them. Similarly, a case can also be a bug, task, service request, or incident, depending on how you set up your board.

Features

Here’s an overview of all that you can do using boards in Kissflow:

  • Build custom workflows to create, collaborate, and resolve items.
  • Create custom forms with advanced fields that support conditional visibility, validations, and expressions.
  • Configure and manage custom statuses for workflows.
  • Navigate between items with ease using Kanban, list, and matrix layouts.
  • Collaborate with other members on items using notes.
  • View item transitions and activity logs for better management of priority items.
  • Use custom views that let you focus on specific items based on multiple criteria like filters and sorting order.
  • Control access and permissions by assigning roles to users.
  • Manage notifications according to your needs
  • Generate custom reports to derive insights from your board.
  • Integrate your board with other modules or third-party applications to create advanced workflows.

Common use cases

Here are some common use cases for case systems:

  • Support requests
  • Project management
  • Incident management
  • Service requests
  • Bug tracking
  • Help desk
  • Sales pipeline
  • Customer onboarding
  • HR help desk
  • Facility service requests

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