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Form creation & automation made easy

Easy Custom Form Building

Collecting customer and employee information is easy with OnTask. With our intuitive, mobile-responsive interface you can create, route, review, and approve digital forms all in one place–no coding needed.

Go Paperless

  • Fewer phone calls and emails
  • Speedy fill-out
  • Multi-file uploads
  • Reduce paper records
  • Faster routing and approvals

 

Easy-to-Use

  • Autosaving
  • No log-ins
  • Find-and-place fields
  • Digital signature collection
  • Template assistants

 

Process Tracking

  • Process checklist
  • Identify roadblocks
  • Email alerts
  • Reassign and resend
  • Custom reminders

 

Data Security

  • Standardized process
  • Up-to-date information
  • SOC2 and HIPAA compliant
  • Certified digital signatures
  • Reduced human error

Simplify processes with OnTask Forms

Level up your forms with automation

With OnTask, creating digital forms is easy. Take your forms to the next level with powerful workflows and integrations.

graphic of integration example

System Integration

  • Automation via Zapier® 
  • Auto-populating forms
  • Connect forms to CRM software
  • Time-saving version control
  • Integrations with sales & marketing platforms
computer screen with text explaining Simple no code designer

Automated Routing

  • Built-in reminders
  • Customizable workflows
  • Reusable process templates
  • Identify & assign users
  • Confirmation & return process
Being able to upload PDFs and assign roles to fields was so simple and easy, and that was a big win.
Brandon Veiga, IT Manager & Project Specialist
The Wyanoke Group

Why do businesses love OnTask?

OnTask uses automated workflow processes to help customers increase efficiency, saving small and midsize businesses time and money.

Sourceforge

Capterra

GetApp

 

Streamline your work with easy form creation and automation