Jotform Boards

Jotform Boards transforms customer requests into actionable tasks by connecting forms, workflows, and AI Agents in one collaborative workspace. It automatically generates tasks from form submissions, payment orders, e-signatures, and AI-powered conversations—ensuring no request slips through the cracks. Teams can assign, track, and discuss tasks with due dates and priorities, all while maintaining full visibility through activity logs.

Unlike standalone task managers, it integrates natively with Jotform’s ecosystem, automating workflows from request to resolution. Features like permission controls and @mentions streamline teamwork, while AI Agents handle intake from chats/emails. Ideal for customer support, operations, and sales teams needing to centralize request management without manual data entry.