Jotform Boards
Case Study
Role
Senior Product Designer
Team
6 people
Timeline
October 2023 — April 2024
Introduction
Boards is Jotform’s first native task management product — and I designed its very first version. The goal was to help users transform form submissions into actionable tasks, without relying on third-party tools like Trello or Asana. While deeply connected to form data, Boards was built as a standalone product — offering a focused space for organizing and tracking tasks.
The version I designed laid the foundation for the product, and just last month, a refined version of Boards — still aligned with the original concept — officially launched to all users.
Challenges
• How can we help users transition from data collection to task execution without breaking their mental model?
• What’s the best way to display task details with full focus, while staying consistent with Jotform’s UI patterns?
• How do we let users map form fields into board columns in a way that feels effortless and intuitive?
• How do we introduce a new product experience that feels familiar yet purpose-built?
Dashboard
Problem
Many Jotform users were exporting their submission data into external tools for task management. This fragmented their workflow and reduced engagement within the Jotform ecosystem. We lacked a native solution that could close this gap and support users in managing their work from start to finish — all within Jotform.
Task Details
Solution & Design Process
I led the project as the sole designer, working closely with the Product Manager and receiving strategic feedback from the VP of Product and Director of Design.
We began by analyzing integration data to understand which task management platforms were most commonly used. Based on that, we built a list of key competitor features. Our UX Research team also interviewed active users to understand their priorities and expectations.
I merged these insights into a phased MVP plan. A major UX decision was to shift away from Jotform’s default “side panel” submission view. Instead, I introduced a centered lightbox layout for task details — enhancing focus and aligning with task-based workflows.
Another core flow I designed was “Create Board,” which allowed users to define columns based on form fields and instantly populate the board with submissions. This helped users move from data collection to task tracking in just a few clicks.
Board Settings
