Form creation and automation made simple

Take control of your forms with an easy-to-use, no-code tool.

It’s easy to collect information from customers and employees with OnTask. In an intuitive and mobile-responsive interface, you can digitize your forms in seconds and create, route, review, and approve your forms all in one place

No more printing and scanning

Speed up routing and approvals by going paperless.

  • Reduce paper records, phone calls and emails
  • Simplified form completion for clients, employees and new hires
  • Upload multiple files at once, with 60 different file types

Easy to use and quick to start

The forms you use over and over again do the work for you, with scannable find-and-place fields and required digital signatures.

  • Autosave means you can save as you go
  • No login required for the participant
  • Template assistants help you convert and create forms faster

Track form completion at every step

See exactly where forms are as they travel through your processes.

  • Identify where your forms are getting stuck
  • Add personalized email messages and alerts throughout the process
  • Reassign, resend and generate custom links to provide task completion reminders

Keep data secure

With all your forms in one workflow, you won’t have to worry about outdated, incorrect versions.

  • Standardized forms reduce room for error and legal risks
  • SOC2 and HIPAA compliant
  • Certified and secure digital signatures

Simplify your workflows 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.

Integrate your systems

Integrations with Zapier and open APIs means you can link your processes together and stop entering data over and over.

  • Connect forms and workflows with your CRM, file management and storage, marketing automation platform, and more
  • Auto-populate forms from information across your company or take form data to populate other systems.
  • Save time with data and version control

Automate form routing

Create process flows for form routing that identify who needs to complete and return forms.

  • Customize to fit your needs, whether simple or complex
  • Save processes as reusable templates
  • Build your own workflows or use our expert support
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
 

Streamline your work with easy form creation and automation

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