Jotform Boards

Turn submissions, chats, and signatures into trackable work with automation

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Jotform Boards for Mac OS X

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Info updated on: Mar 26, 2026

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Your team collects information all day—forms, messages, calls. With Jotform Boards, that intake quickly becomes organized work you can assign, track, and finish. Start by linking any form to a board and mapping fields to the card layout you want: requester, category, priority, due date, and files. Pick default assignees by topic, set auto-due dates, and define stages like New, In Review, and Done. Every new submission appears as a card with full context, ready for comments, mentions, and status changes. Use automation to notify the right people, add subtasks, and move cards when conditions are met, so follow-ups happen without nudging.

Running sales or order workflows? Connect checkout or order forms so each paid entry creates a card with items, quantities, totals, and payment status. Add fields for shipping method and tracking number, then switch to Kanban for fulfillment. Moving a card to Shipped can email a receipt, attach a label, and post tracking details back to the customer. Need approvals? Route high-value orders to a manager lane first. Sync leads to your CRM, tag VIP customers, and use Calendar or Gantt views to keep promised delivery dates visible. Dashboards highlight bottlenecks—stalled payments, backordered items—so you can act before customers ask.

For support teams, bring in conversations from chat, call notes, or email. Automated assistants can summarize messages and open a card with the issue, contact info, and urgency. Set routing rules by product or region, start SLA timers on creation, and color-code priority. Use templates to add diagnostic checklists, link knowledge base articles, and offer canned replies. Merge duplicates, escalate with one click, and track response and resolution times across queues. Weekly reviews are simple: filter by overdue, export insights, and adjust automations where wait times spike.

Need sign-offs and records handled without a maze of folders? Send e-sign packets directly from a card. When all parties sign, the final PDF is attached, locked, and the card advances to the next step—onboarding, provisioning, or archive. Add compliance checks, capture IDs, and keep a full audit trail on the card timeline. Build reusable flows with reminders, conditional steps (e.g., add legal review if contract value > $25K), and cross-board handoffs. Control access with roles and field-level permissions, and extend everything via webhooks, the API, or integrations to your finance, HR, or dev tools. With Jotform Boards, you work the way you plan: clear inputs, predictable steps, and measurable outcomes.

Review Summary

Features

Auto-create task cards from form submissions and messages
Field mapping to custom card layouts and stages
Assignees, due dates, priorities, and checklists
Rules-based routing, notifications, and status changes
Multi-channel intake (forms, chat summaries, call notes, email)
Integrated e-sign workflows with locked final PDFs
Payment and order tracking with fulfillment triggers
SLA timers, escalations, and performance metrics
Comments, mentions, and file attachments on every card
Multiple views: Kanban, Table, Calendar, Gantt, Dashboards
Roles, permissions, and audit trails
API, webhooks, and third‑party integrations

How It’s Used

Customer intake to triaged task pipeline
Ecommerce order processing and fulfillment
IT helpdesk ticketing with SLA tracking
HR onboarding and offboarding steps
Facilities maintenance requests and scheduling
Legal contract review and e-sign routing
Event planning from proposals to run-of-show
Content production calendars and approvals
Bug triage and engineering handoffs
Sales lead qualification and manager approvals

Plans & Pricing

Starter

Free

Unlimited Boards
5 Forms Form Limit
100 Monthly Submissions
1 User per Team
100 MB Available Space
1,000 Monthly Form Views
500 Total Submission Storage
100 Fields per form
10 Monthly Payment Submissions
10 Monthly Signed Documents
Jotform Branding
AI Agent Limits
<ul>
<li>5 Agents
100 Monthly Conversations
10,000 Monthly Sessions
30 Minutes Monthly Voice Call
250 Monthly SMS
1M Characters Knowledge Base
Phone Number Add-On

Bronze

$34.00 per month

Unlimited Boards
25 Forms Form Limit
1,000 Monthly Submissions
1 User per Team
1 GB Available Space
10,000 Monthly Form Views
10,000 Total Submission Storage
250 Fields per form
100 Monthly Payment Submissions
100 Monthly Signed Documents
No Branding
AI Agent Limits
<ul>
<li>25 Agents
1,000 Monthly Conversations
100,000 Monthly Sessions
50 Minutes Monthly Voice Call
300 Monthly SMS
2M CharactersKnowledge Base
Phone Number Add-On

Silver

$39.00 per month

Unlimited Boards
50 Forms Form Limit
2,500 Monthly Submissions
1 User per Team
10 GB Available Space
100,000 Monthly Form Views
25,000 Total Submission Storage
500 Fields per form
250 Monthly Payment Submissions
250 Monthly Signed Documents
No Branding
AI Agent Limits
<ul>
<li>50 Agents
2,500 Monthly Conversations
1,000,000 Monthly Sessions
100 Minutes Monthly Voice Call
500 Monthly SMS
5M CharactersKnowledge Base
Phone Number Add-On

Gold

$99.00 per month

Unlimited Boards
100 Forms Form Limit
10,000 Monthly Submissions
1 User per Team
100 GB Available Space
1,000,000<strong> </strong>Monthly Form Views
100,000<strong> </strong>Total Submission Storage
1,000 Fields per form
1,000 Monthly Payment Submissions
1,000 Monthly Signed Documents
HIPAA Compliance Features Available
No Branding
AI Agent Limits
<ul>
<li>100 Agents
10,000 Monthly Conversations
2,000,000 Monthly Sessions
300 Minutes Monthly Voice Call
750 Monthly SMS
10M CharactersKnowledge Base
Phone Number Add-On

Enterprise

Custom

Unlimited Boards
Unlimited Usage
<ul>
<li>Forms
Monthly Submissions
Signed Documents
Submission Storage
Payment Submissions
API and more...
Multiuser Platform: Multiple Teams and Users
Dedicated Support: Priority Real-Time Support
User Management: User Access Control
Single Sign-On: Microsoft, Google, Okta & more...
SLA: Service Level Agreements
Data Residency: Local Data Residency
Professional Services: Form & Workflow Building Services
HIPAA Compliance Features Available
Custom Branding & Domain
AI Agents Limits
<ul>
<li>Unlimited Agent Limited
Unlimited Monthly Conversations
Unlimited Monthly Sessions
1,000 Minutes Monthly Voice Call
1,000 Monthly SMS
Unlimited Knowledge Base
Phone Number Add-On