Experience easy workflow automation with our Advanced Process Builder
Workflow Automation Tools
Create a workflow once and let OnTask take care of the rest. In a mobile-responsive, user-friendly interface, you can automate repeatable processes with if/then conditional branching, set different roles and permissions, and create custom branding and templates.
Dynamic Documents & Forms
- Remove repetition by populating your documents and forms with merged data captured from other systems or web forms
- Combine documents based on logic
- Set rules that cause your workflow to intelligently take the actions you want it to
- Use if/then branching or parallel branching to have tasks completed
- Set reminders and notifications within your workflows
- Provide completion reminders by reassigning, resending and generating custom links
Reusable Document Templates
- Create a template once that you can edit and reuse over and over again.
- Template assistants help you convert and create documents faster
- Collect signatures easily and ensure your collected signatures are authentic and encrypted
- SOC2 and HIPAA compliant, legally binding and secure
- Send your forms and documents to as many people as you want at any date and time
- Upload multiple files at once, with 60 different file types
Dynamic delivery methods
Send your forms and documents however is best for you and your participants — email, SMS text messaging, URLs embedded anywhere or QR codes.
Discover Why SMBs Love OnTask
OnTask helps customers automate workflow processes and improve efficiency, saving time and money. Read customer reviews from these leading sites: