Introducing Jotform Boards

Task Management Software

Efficiently manage tasks by automatically capturing form responses and communications across all channels, simplifying task tracking and team assignments.

Customer Requests Board Image
Customer Requests Board Image

Never miss a request again!

No matter where requests come from, with Jotform Boards theyā€™ll always be organized, trackable, and easy to manage.

Form submissions to tasks

Collect customer requests directly from your forms and turn them into actionable tasks automatically.

Cake Order Form

Full Name
Emma
Davis
Which cake did you order?
Wedding Cake
Birthday Cake
Anniversary Cake
Address
123 Main Street, Springfield, NY 10001
Submit
In-Progress
3 tasks
Emma Davis
Birthday Cake
Shipping
123 Main Street, Springfield, NY 10001
Emma Davis
James Anderson
Anniversary Cake
456 Oak Avenue, Denver,
James Anderson
Review refund request
Refund request
Add Task
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AI Agent conversations to tasks

Enable your AI Agents to collect requests from chats, calls, and other channels and convert them into tasks.

AI Agent Avatar
Sarah
Customer Support Agent
Unplug and Hold Power Button ā€“ Unplug the charger and hold the power button for 30 seconds, then try turning it on.
I tried, but itā€™s still not working.
Since none of these worked, Iā€™ll open a support ticket for you. A technician will contact you soon for further assistance. Can I get your email address?
Yes, please! alex.smith@example.com.
Type your message...
New Request
3 tasks
Email inbox is not syncing properly on Outlook and mobile devices.
Email Issue
Laptop wonā€™t turn on even customer complete the fixing steps. Needs a technical assistant.
Via AI Agent
Technical Assistant
1
User Avatar
New employee needs access.
Email Issue
Add Task
Go to Details

Orders to tasks

Sell products and subscriptions directly from your payment forms to instantly capture and keep track of every order.

Product Order Form

Our Products
Product image
Sunglasses
$50.00
Product image
Cardigan
$80.00
Product image
Shorts
$60.00
Total: $0.00
Pay Now
Thank you for your purchase!
Weā€™ve got your order and will ship it to you ASAP!
New Orders
2 tasks
Order ID #18471 with a total of $50.00
Paid
Form Submission
Jun 29, 2025
User Avatar
Order ID #18470 with a total of $80.00
Unpaid
Add Task
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E-Signatures to tasks

Gather signatures and convert signed documents into tasks for seamless tracking and workflow management.

SALES CONTRACT
Signed Contracts
4 tasks
Eva Jason
Signed
Elizabeth Oliver
Signed
Wood Emmet signed the contract.
Signed
1
User Avatar
Anwen Lewis
Signed
Add Task
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Workflows to tasks

Build a board that fits into your workflow. Automate task creation to ensure smooth execution for all stakeholders.

Starting Point
Fitness Membership Form
Approve
Verify Membership Details
Emily Carter
Emily Carter
Deny
Create Task
Trainer Team Board
Request Denied
Emily Carter
Emily Carter
Schedule Session
2 tasks
Alina Harmon
3
5
Diego Cleveland
Orientation
1
Avatar
Add Task
END
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Seamless Collaboration for Teams

  • Collaborate smarter with your team

    Collaborate smarter with your team

    Easily share task boards with teammates, clients, or stakeholders. Set customizable permissions to control access, ensuring the right people can view, edit, or manage tasksā€”all within powerful task management software designed for seamless teamwork.

    Create Your First Board ā€” Itā€™s Free
  • Assign tasks

    Assign tasks

    Easily delegate tasks to team members, set due dates, and prioritize work with intuitive task management software. Ensure everyone knows their responsibilities and stays on track, so nothing falls through the cracks.

    Create Your First Board ā€” Itā€™s Free
  • Leave comments and mentions

    Leave comments and mentions

    Discuss task details directly within Jotform Boards. Tag team members, ask questions, provide feedback, and track conversationsā€”all in a centralized place to keep communication clear.

    Create Your First Board ā€” Itā€™s Free
  • Track every change

    Track every change

    Automatically record every action on your task management boardā€”from task updates to status changes and comments. Ensure complete transparency and accountability with detailed, real-time activity tracking for your team.

    Create Your First Board ā€” Itā€™s Free

Collect, organize, and complete tasks in one place

Job application board example and above that there are connection options

Connect multiple sources

Job application form example and tag option has been highlighted

Organize tasks

boards' done column has shown

Complete tasks

What our users are saying

I was so excited when I found Jotform Boards. In the past we lost track of customer orders because there were multiple people working in the same spreadsheet. Now, Jotform Boards helps us easily track orders through every step of the process, and ensure all orders are fulfilled quickly!

Emma

Executive Assistant

1,000+ free board templates

Streamline your workflow with ease using our ready-made templates. Choose from our vast collection designed to save you time while offering complete customization to fit your needs.

Discover All Templates

Teamwork made easy with Jotform Boards

Create Your First Board - Itā€™s Free
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