Task Boards

The Boards section helps you organize and track tasks using customizable project boards that connect to your form data and team workflows.

All Boards

The main dashboard shows all your project boards with key information:

• Board Name — Title of your project board (like "Customer Support Board" or "Sales Tasks")

• Tags — Labels for organizing boards by project type or team

• No. of Tasks — How many tasks are currently on each board

• Last Edited — When the board was most recently updated

• Owner — Who created or manages the board

Creating Boards

Step 1: Click "Create Board" and enter board name, description, and tags for organization.

Step 2: Select your team from the dropdown menu to assign board ownership and access.

Step 3: Choose a form to connect to your board so task information automatically populates from form submissions.

Step 4: Click "Generate View" to create your board with the connected form structure and task fields.

Task board

Organize tasks in columns with drag-and-drop functionality, filter by assignee or date, and search by task name or content.

Adding Tasks

Click "Add Task" to create new tasks manually or let the system automatically generate tasks from connected form submissions.'

Team Collaboration

Use the built-in team chat and timeline features to communicate about tasks, share updates, and track progress with team members.

Use Cases

• Track tasks, deadlines, and team assignments in an organized visual format.

• Manage support tickets with customer information automatically populated from contact forms.

• Convert form submissions into actionable sales tasks with customer details pre-filled.

Best Practices

• Connect boards to relevant forms to automatically create tasks from customer interactions.

• Assign tasks to specific team members and set due dates to maintain accountability.

• Use tags consistently across boards to make filtering and organization more effective