Boards overview

Modified 3 months ago


Applies to Digital Work Platform:

  • Small Business
  • Corporate
  • Enterprise

Boards help you manage highly adaptable workflows that involve interactions between people and information. Similar to other flows, a form stores the data for an item and all steps.

An example of a board is a helpdesk. Tickets raised on a help desk become items. As a Board admin, you can create tickets, set custom statuses, assign tickets to the right users, and collaborate to resolve them. Similarly, an item can also be a bug, task, service request, or incident, depending on how you set up your board.


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 list and board views.
  • Collaborate with other members on items using notes.
  • View item transitions and activity logs for better management of priority items.
  • Use default and custom filters that support advanced querying to easily retrieve specific items.
  • Control access and permissions using default roles provided by the system.
  • Manage notifications that are displayed for any changes made to the system.
  • Generate custom reports to derive insights from your workflow.
  • Integrate your board with other flows or third-party applications to create advanced workflows.

Common use cases

Here are some common use cases for boards:

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

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