Kanban Boards
Boards give your team a shared view of in-flight work. Any Record from any Form can appear as a card on any board — drag cards between columns to reflect their status.
Boards vs. Forms
These are separate concepts that work together. A Form holds the raw data (fields and submissions). A Board is a workflow view — it shows records as cards in columns that represent stages like "New", "In Progress", and "Done".
One record can appear on multiple boards simultaneously. This lets you cross-reference work: for example, the same bug report could appear on a "Customer Issues" board and a "Sprint 12" board at the same time.
Creating a board
Click Boards in the sidebar, then New Board. Give it a name that describes the workflow (e.g., "Support Queue", "Content Pipeline", "Sprint 14"). New boards start with three columns: To Do, In Progress, and Done. You can rename a column by clicking its title, recolor it from the column menu, reorder columns by dragging their headers, and add more at any time.
Adding records to a board
There are two ways to add records:
- From the board: Click Add Card in any column, then search for and select an existing record. Multiple records can be added in one action.
- From the form's record view: Open any record and click Add to Board in the detail panel. Choose the board and target column.
Card previews show the record's title plus any fields marked Show on board card in the form builder.
Automatically add new submissions to a board: In the form's Kanban tab, set a Default Board. Every new record — whether submitted via the public form, the API, or in the app — is placed on that board automatically. You can also pick a Default Column; otherwise cards land in the board's first column.
Columns
Columns represent stages in your workflow. Each column has a name and an optional color indicator. You can:
- Rename columns at any time (click the column title) without affecting the cards in them
- Change a column's color from the column menu
- Reorder columns by dragging the column header
- Add new columns with the + Add Column button at the right edge of the board
- Set an optional WIP limit per column — adding or moving cards into a column that is at its limit is blocked
- Delete a column — cards in that column must be moved to another column first
Card detail and add-ons
Clicking a card opens the record detail panel — the same view you get from the form's record list. From here you can:
| Feature | Description |
|---|---|
| Field values | View and edit the record's submitted field data |
| Comments | Add internal notes visible to your team only. Comments support plain text and code blocks. |
| File attachments | Attach files directly to the record — separate from any file fields in the original submission |
| Audit log | Full history of every field change, comment, column move, and file action with timestamps and author |
| Board column | Change which column this card appears in without leaving the detail panel |
Drag and drop
Drag any card to a different column to update its status. The change is saved and recorded in the audit log immediately. If the target column has a WIP limit and is already full, the move is rejected.
AI agents and the board
AI agents with an API key or MCP connection can read board state and act on cards. Common patterns include:
- An agent that monitors the "New" column and automatically drafts a response comment on each new card
- An agent that moves cards to "In Progress" when it starts working on them, and "Done" when it completes
- An agent that reads all open cards and produces a daily digest summary
See AI Agents & MCP for how to connect agents to your boards.
Best practice: Keep column names short and action-oriented ("Review", not "Waiting for Review"). Agents read column names to understand state — clear names lead to better agent behavior.
Board limits by plan
| Plan | Boards |
|---|---|
| Free | 1 board |
| Starter | 5 boards |
| Team | Unlimited |
Cards per board are unlimited on all plans. See Plans & Limits for the full breakdown.