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
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.
System Integration
- Automation via Zapier®
- Auto-populating forms
- Connect forms to CRM software
- Time-saving version control
- Integrations with sales & marketing platforms
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.
Why do businesses love OnTask?
OnTask uses automated workflow processes to help customers increase efficiency, saving small and midsize businesses time and money.
