Jotform Boards - Generate kanban tasks from AI agent conversations and more
Unlike other task management solutions, Jotform Boards empowers you to resolve customer requests by syncing the forms, AI agents, documents, and workflows you’ve created to your board.
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Jotform
Hi Product Hunt! 👋
I’m Aytekin, founder and CEO of Jotform. We take pride in seamlessly automating data, signature, and payment collection, so everyone can build better workflows to grow their business.
But how you act on the customer information you collect makes a big difference in your productivity.
That's why we’re excited to announce Jotform Boards, our new product that allows you to capture and resolve every customer request.
We wanted to build a product that allows users to collaborate on and automatically manage tasks and to-dos that come in across communication channels — including form submissions, workflows, e-sign documents, and customer conversations with AI Agents. Then it came to us! Flowing customer requests from different channels straight into a management board could enable users to track tasks more efficiently.
Jotform Boards is perfect for anyone — or any team — looking for a seamless way to track and manage tasks. Whether you’re managing job applications, collecting new leads, or organizing data, Jotform Boards has you covered.
How Jotform Boards simplifies task management
✅ Jotform Boards is a kanban-style task board that lets you link Jotform’s forms, workflows, e-sign documents, and AI Agents to your board.
✅ Connect your preferred communication channel and a task will automatically be added to your board. For example, a customer request submitted through a connected form will automatically generate a new task in your board.
✅ Add tasks manually as well as automatically, assign team members and deadlines, check tasks off your list, customize your board to match your branding guidelines, and more — no tedious setup required.
Key features:
🎨 Customizable kanban-style task board
🗂 Assign due dates, team members, and tags
🤝 Collaboration-enhancing features
We invite you to try out Jotform Boards and give us your feedback! Also, comment with your questions or thoughts below — we’d love to hear from you!
As always, thank you for your continued support! Let’s make something incredible together. 🚀
I like the automation of tasks based on client requests—seeing more solutions like this in products.
Jotform
@kirill_golubovskiy Thanks for the comment, Kirill!
We love automation too! It's such a game changer!
@kirill_golubovskiy yes I see this as a great tool for customer support roles post sales and all the product feedback companies continuously get from customers
Wow, this looks super user-friendly!
Just wondering — what sets it apart from Notion?
Jotform
@kay_arkain Hey Kay!
Thanks for your comment! While both Jotform Boards and Notion are great, Jotform Boards is more focused on streamlining workflows and project management with powerful form integrations. You can also have your AI Agents collect requests through chats, calls, WhatsApp and other channels and convert them into tasks!
Stay tuned for more exciting updates! 💫
Congratulations on the launch. Jotform looks really primising in streamlining tasks from different source.
I have a couple questions though. How does Jotform Boards ensure data security and privacy when handling sensitive information from form submissions, especially in compliance with regulations like GDPR? Also, how does Jotform Boards integrate with existing project management tools? Is there support for syncing tasks with platforms like Trello or Asana to maintain cohesive workflows across different systems? 🤔
Implementing customizable notification settings could enhance user experience by allowing teams to receive updates tailored to their preferences.
Jotform
@faizanjan_ Hey Faizan!
Thank you so much for your kind words! Great questions. Let me answer it:
Jotform Boards secure sensitive information by strictly following GDPR guidelines, using encryption, secure EU-based storage, and a Data Processing Addendum to formalize data handling. This ensures that data is safely managed in full compliance with privacy regulations. For further information, you can visit the Jotform GDPR Compliance and Jotform Data Processing Addendum pages.
Jotform Boards currently doesn't support direct syncing with other project management tools.
You can import projects from these platforms to Jotform Boards, which allows teams to continue their work seamlessly within our platform. This makes it easier to manage workflows and tasks in a unified environment without losing track of progress across different tools.
As for customizable notification settings, you're absolutely right! We believe that enhancing user experience with tailored notifications would improve team collaboration. We'll keep this in mind, thanks for the feedback! 🎉
@aytekintank will there be a more mobile friendly format coming soon to the Boards?
Jotform
@clothingsheds Hey Thomas,
Thanks for your question! We are always trying to improve the experience, and mobile enhancements are definitely on our radar. Stay tuned, good things are coming! 🚀
Congratulations to all Jotformers on the launch of Jotform Boards! 🚀
I am excited to see how this will help users stay organized and productive (I use Jotform Boards for all my task tracking & management :) ).
Jotform
@isibol01 Thank you so much for your kind words and support, Ilkkan!
We can't wait to see all the creative ways our users will put Jotform Boards to work. Feedbacks and enthusiasm are what drive us to continue innovating and improving our products. Stay tuned for more updates, and please keep sharing how Jotform Boards is helping you streamline your workflow! 🚀
Hey! Does it support Jira integration?
Jotform
@kirill_a_belov Hey Kirill!
Thanks for the question! Currently, Jotform Boards does not support Jira integration, but stay tuned for updates! ✨
I am always juggling customer requests, team tasks, and workflows. Having a Kanban-style board that automatically pulls in form submissions, workflow, and AI-powered conversations? That's like finding an extra to-do list you actually want to use. Looking forward to exploring this further. QQ though how customizable are the board automations? Can we set specific rules for task assignments based on form inputs?
Jotform
@7rish Hey Trisha!
Thank you so much for your positive comment! Regarding your question on customizing board automations, Jotform Boards allows you to create highly customizable workflows. You can set specific rules for task creation based on form inputs, which gives you great flexibility in managing tasks. For example, if a form submission is related to orders, it can be automatically routed to the shipment team, and if it's a refund request, it can be sent to finance team.
You can also match task fields to the selected form fields. For example you can get the due date from a date field through a form and more specific customizations!
Let us know if you have any further questions, we'd be happy to assist! 🚀
Fable Wizard
Jotform Boards sounds like a great tool to help teams manage tasks more effectively across multiple channels—what's the process for integrating it with existing workflows or apps your team is already using?
Jotform
@jonurbonas Hey Jonas!
Thanks for your comment! If you already have a form, simply create a board and connect your form to it by selecting the desired fields on your board!
Feel free to ask if you have any other questions!
Love how this connects form inputs, AI chats, and workflows into actual tasks. Congrats on the launch!
Jotform
@nathanielparker Hey Nathan,
Thanks a lot! Always one step further!
Jotform
@_vishn Hey Anastasia,
Thank you so much! 🙏 We’re really happy to have your support on launch day. Here’s to a strong start and exciting journey ahead! 🚀
HabitGo
@aytekintank Congrats on the launch, Aytekin and Jotform team! 🎉 Love how you're extending beyond just data collection into more active workflow management.
Jotform
@kui_jason Hey Jason!
Thank you so much for the kind words and support! Our team is always striving to provide more value and make people's work easier. We can't wait to see how you all use these new features! Feel free to reach out if you have any questions or feedback, we're all ears 🙌
Jotform
@alan_rivera Thanks for your kind words, Alan!
Try it out and let us know how we did!
A great solution for effective task management. Unlike other tools, Jotform Boards integrates forms, AI agents, documents, and workflows directly into the Kanban board.
Jotform
@varrr_al Hey Olena!
Thanks for stopping by and leaving a positive comment! That's exactly what we're aiming for! With forms, AI Agents, workflows all in one place, teams can stay focused and actually get things done without the app-juggling 🚀
AI-driven task generation is a game changer! 👀
Jotform
@shenjun Hi Jun,
I couldn't agree more! I'm really excited about the potential of AI-driven task generation and think it will be transformative for many users. Thanks so much for your comment!
Yes, I have been looking into the latest technologies like MCP recently. I believe your field will undergo significant changes in the future. Simply summarizing tasks from textual information is just the first step. There will be a lot more possibilities in the future, such as AI proactively following up or supplementing information. 👍
Jotform Boards seems like a powerful upgrade for task management, especially with AI integration. The ability to generate Kanban tasks from AI agent conversations and sync them with forms and workflows makes it a great choice for teams handling customer requests efficiently.
It looks like a strong alternative to traditional project management tools, offering automation and AI-driven insights to streamline task tracking. Could be a game-changer for businesses handling customer service, sales, or any workflow-heavy operations! 🚀📌
Jotform
@joseph_janone Hey Joseph,
Thank you for your comment! We're always trying to comfort everyone in their businesses with smart automation! 🎉
Big congratulations to everyone at Jotform on the launch of Jotform Boards! 🚀
I’m thrilled to see how this will help users stay organized and boost productivity. I personally use Jotform Boards for all my task tracking and management, and it’s been a game-changer! :)
Jotform
@zhuheio I love to hear you're using Jotform Boards for your task tracking and management! I'm glad it's been a game-changer for you 🙂 thank you for the support!
Jotform
@zhuheio Hey He,
Thank you so much for your positive comment. We're glad you love Jotform Boards, it has made our day!
That is exactly what we're aiming for and it means a lot to hear it's already making a difference in your workflow. 🙌
Really like the idea of combining form submissions with a Kanban-style board.
Jotform
@akute_mauton Hey Akute,
Thank you so much! 🎉
We're beyond excited about the launch of Jotform Boards and if you have any feedback or ideas as you continue using it, we’d love to hear them! Thanks again for the support 🚀
Congratulations on launching Jotform Boards! This innovative solution effectively addresses the challenge of managing customer requests in a streamlined way.
How does the integration of AI agent conversations enhance task prioritization within the kanban framework?
Jotform
@ica_lestari Hey Ica,
Thanks a lot! The power of AI Agent is that you can flexibly instruct it to open tasks in your boards as you wish, as long as the instructions are clear. This allows the tasks to be created according to certain conditions.
On the other hand, AI Agent cannot directly manipulate the priority of the tasks at the moment, which is a feature we consider adding in near future. 🚀
ThreeDee
Jotform Boards is a great tool for generating kanban tasks from AI agent conversations. It's a fantastic way to streamline task management. Well done! 👏
Jotform
@samuel_briskar Thank for your kind words, Samuel!
We appreciate your positive feedback!
Congrats on the launch! I saw your recent post on Indie Hackers about ways to use AI agents and have been researching how to set this up for myself. This looks like a fantastic way to get started! 🦾
Jotform
@smjburton Thanks so much, Scott!
I'm glad you saw the Indie Hackers post. We've been diving deep into AI Agents lately. Jotform Boards + AI is just the beginning. We're working on even more ways to streamline workflows with smart automation. Can't wait to hear how you use it!