OnTask Review
What is OnTask?
A comprehensive forms automation software, OnTask transforms tedious paper-based forms and tasks into efficient digital materials and processes. It is designed to help organizations create mobile-responsive and dynamic digital forms that may be set up with automated notifications. Furthermore, it also automates processes, particularly those that involve the creation, distribution, collection, and organization of forms and documents. As such, OnTask also serves as a workflow automation tool that is secure and compliant with today’s leading security standards.
With OnTask, you can create robust workflows, thanks to its effective conditional logic that streamlines even the most complex processes. Furthermore, for better timeliness and efficiency, OnTask allows users to set notifications and reminders through SMS, clickable links, QR codes, and company-branded emails to ensure that workflows are not stuck with a single person more than is necessary.
Moreover, OnTask also offers various customization options. It lets you add your organization’s logo, color motifs, and other branding elements to your forms and email notifications. Your OnTask dashboard is also customizable, as well as the workflows you create. Additionally, you can develop workflow templates and save them in a custom template library, so you can simply edit them for reuse. OnTask also offers pre-built workflows that you can use, customize, or get inspiration from.
Show MoreOverview of OnTask Benefits
As a fully-featured workflow and form automation software, OnTask offers the following benefits:
Simplified form creation and automation
OnTask offers a no-code forms creation and automation solution that makes it easier for you to collect information from employees, customers, and other stakeholders. With OnTask’s intuitive and mobile-responsive interface, you can create digital forms quickly. OnTask provides you with a single platform for creating, routing, reviewing, and approving forms, streamlining the entire process.
Streamlined documentation
OnTask also provides you with the tools you need for creating various digital documents, such as quotes, proposals, contracts, offer letters, and invoices, among others. The no-code platform lets you generate templates that you can go back to and edit for later use. With OnTask, generating and routing documents is easy, fast, and affordable.
Automated workflows
With OnTask, you can customize and automate workflows that involve the creation, distribution, and collection of forms and documents. OnTask gives you access to a custom workflow library where you can save your custom templates and get pre-made templates as well. You can create a wide range of forms and documents, from health history questionnaires to business proposals. After making your template, you can set up the step-by-step workflow to ensure that forms and documents go to the right people at the right time.
Reduced bottlenecks
OnTask allows users to set notifications and reminders to help ensure that workflows don’t get stuck with a single individual longer than needed. You can choose to send the notifications through SMS, branded emails, clickable links, and even QR codes. Moreover, with OnTask’s conditional logic you can set different paths in your workflows based on participant actions. This enables you to simplify and hasten workflows.
Industry-leading security standards
As a forms automation software, OnTask is able to gather sensitive information and data, including digital signatures. As such, it was built to comply with internationally-recognized security standards like HIPAA, FERPA, and SOC2. E-signatures made on every OnTask form or document are legally binding under the ESIGN Act.
Comprehensive integrations
OnTask can be integrated with Zapier, as well as other CRM, marketing automation, and file management and storage tools through API integration. As such, you can link related systems together so you won’t have to re-do processes and re-enter information over and over.
Show MoreOverview of OnTask Features
- Mobile-responsive forms
- Dynamic fillable forms
- Forms and documents customization
- Custom dashboard
- Automated notifications
- Workflow customization
- Workflow routing
- Workflow automation
- If/then conditional branching
- Digital signature capture
- Security standards-compliant
- Signature auditing
- Automated approvals
- Version control
- Pre-made templates
- Custom template library
- Multiple file type support
- API integration
- Document Collaboration
- CRM integration
What Problems Will OnTask Solve?
Problem #1: Inefficient paperwork completion
Many businesses have rolled out remote work policies and this can potentially continue in the foreseeable future. When it comes to getting paperwork completed in a timely manner, this work setup has created some challenges for employees across industries. OnTask takes paperwork in a digital format, with workflows to account for every step of the process. With OnTask, you can fill forms, upload documents and have them set to automatically send to the proper parties. Moreover, its built-in reminders ensure nothing gets stuck along the way to ensure tasks are completed in a timely manner.
Problem #2: Difficulty staying in compliance
For professionals in both the health and education space, staying in compliance is a top priority. However, standard paperwork can easily get lost or compromised, which can put client data at risk. OnTask is both HIPAA and FERPA compliant, adhering to the highest data security standards. OnTask allows administrators to split access, ensuring only authorized parties can access secure documents. Additionally, all of the digital paperwork completed through OnTask is securely stored in the system for later access if needed.
Problem #3: Time mismanagement
For many businesses, there just doesn’t seem to be enough time in the day to accomplish everything. OnTask cuts down on the time employees spend on paperwork each day so that they can focus on what matters. OnTask’s workflows can be set to automatically route forms and documents and collect signatures with a few clicks of a button. As such, it helps employees save time otherwise spent emailing coworkers or clients. Moreover, OnTask allows users to create reusable templates so that employees don’t have to spend time creating documents from scratch or searching for the right one.
OnTask Position In Our Categories
Knowing that businesses have particular business-related wants, it is only sensible they steer clear of picking an all-in-one, “perfect” software system. Still, it would be almost impossible to try to chance on such application even among sought-after software solutions. The practical thing to do can be to take note of the several chief factors which merit inspection like major features, price plans, technical skill ability of staff, organizational size, etc. Next, you should conduct the research fully. Go over these OnTask analyses and explore the other software solutions in your list in detail. Such all-encompassing product investigation guarantees you steer clear of ill-fitting software products and choose the one that meets all the features your company requires to be successful.
Position of OnTask in our main categories:
TOP
20
OnTask is one of the Forms Automation Software solutions
TOP
50
OnTask is one of the 50 Workflow Management Software products
There are well-liked and widely used systems in each software category. But are they necessarily the best fit for your enterprise’s unique needs? A trendy software product may have thousands of subscribers, but does it offer what you require? For this reason, do not blindly invest in popular systems. Read at least a few OnTask Forms Automation Software reviews and mull over the aspects that you want in the software such as the price, main features, available integrations etc. Then, select a few solutions that fit your needs. Check out the free trials of these products, read online comments, get information from the maker, and do your homework thoroughly. This exhaustive homework is certain to aid you find the most excellent software application for your company’s special wants.
How Much Does OnTask Cost?
OnTask Pricing Plans:
Free Trial
Starter
$25/month
Business
$99/month
Enterprise
$2400/year
Custom
By Quote
What are OnTask pricing details?
OnTask Pricing Plans:
Free Trial
Starter
$25/month
Business
$99/month
Enterprise
$2400/year
Custom
By Quote
OnTask offers a variety of pricing plans depending on the volume of transactions you handle and the features you require. In case you want a closer look at the platform before committing to a subscription, the vendor offers a 14-Day free trial.
Self-Service Plans
Starter – $25/month
- 25 transactions
- Unlimited support for users
- 1 Hour training
- Interactive template assistant
- Web forms
- Multi-level approvals
- Real-time tracking
- Digital signatures
- Smart document processing
- Integrations
- Custom branding
- Task reminders and escalations
- Custom templates
Business – $99/month
- Customized number of transactions
- Unlimited support for users
- 1 hour training
- Interactive template assistant
- Web forms
- Multi-level approvals
- Real-time tracking
- Digital signatures
- Smart document processing
- Integrations
- Custom branding
- Task reminders and escalations
- Custom templates
Premium Plan
Enterprise – $2400/year
- Customized number of transactions
- Unlimited support for users
- 10 hours of professional services
- Interactive template assistant
- Web forms
- Multi-level approvals
- Real-time tracking
- Digital signatures
- Smart document processing
- Integrations
- Custom workflows
- Bulk send workflows
- HIPAA compliance
Custom – By Quote
OnTask also offers scalable plans that are customized depending on your requirements
Available Add-Ons
- Custom transaction plans
- SMS text messaging
- Support for multiple organizations
- Professional service hours
- API access
User Satisfaction
Positive Social Media Mentions
51
Negative Social Media Mentions
3
We realize that when you make a decision to purchase a Forms Automation Software it’s crucial not only to see how professionals evaluate it in their reviews, but also to check if the actual users and companies that bought it are indeed content with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and OnTask reviews across a broad range of social media sites. The data is then displayed in an easy to digest format indicating how many customers had positive and negative experience with OnTask. With that information available you should be equipped to make an informed business decision that you won’t regret.
Video
Technical details
Devices Supported
- Android
- iPhone/iPad
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
- Annual Subscription
- Quote-based
Customer Types
- Small Business
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for OnTask?
OnTask connects with Zapier so users can connect with most CRM software and other business systems. The platform can also integrate signatures and workflows in the app through API access.
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