Jotform Boards
Streamline task management and resolve requests with collaborative boards.
Executive Summary
Jotform Boards is a task management product designed to help users efficiently capture and resolve customer requests and process tasks collaboratively. It streamlines operations by automating task creation directly from forms, leveraging AI agents, and integrating with custom workflows. This platform is built to enhance team collaboration and ensure efficient processing of all requests. Businesses worldwide trust Jotform Boards for its organized request tracking and ability to automate various aspects of task management, from initial capture to final resolution. By providing intuitive, customizable boards, Jotform Boards offers a clear visual overview of progress and team responsibilities, making it easier to manage projects, customer support queues, and internal processes.
Use Cases
- Managing customer support requests and tickets.
- Tracking project tasks and team assignments.
- Automating internal workflow processes.
- Collaborating on shared tasks and projects.
- Organizing and processing leads or applications.
Features
Visibility
- Customizable Boards: Visualize and organize tasks with drag-and-drop functionality, custom columns, and filters to suit any workflow.
Intelligence
- AI Agents: Automate task creation, assist with data processing, and streamline workflows using intelligent AI agents.
Technical Specifications
- Deployment
- SaaS
- Authentication
- MFA
- API Available
- Yes
Infrastructure
- AWS
Integrations
- Make (formerly Integromat)
Security & Compliance
Certifications: SOC 2, HIPAA, GDPR, CCPA
Encryption: 256 Bit SSL, Encrypted Forms, and PCI compliance for data in transit and at rest.
Pricing
- Model
- Freemium (Subscription-based for paid plans)
- Starting Price
- Free plan available
- Target Customer
- SMB,Mid-Market,Enterprise
- Contract Type
- Monthly,Annual
- Free Trial
- Yes, Perpetual (for Free plan) (no credit card required)
About Jotform
Jotform is a San Francisco-based company that provides an online form builder, mobile app builder, and PDF editor. It offers a complete digital productivity hub for building powerful forms, automating workflows, and managing tasks for over 35 million users worldwide.