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.