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OnTask.io Review

2

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Very good

Revainrating 4.5 out of 5  
Rating 
4.6
ERP, Document Generation

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Description of OnTask.io

OnTask is a HIPAA & SOC2 Compliant business process automation tool that standardizes workflows, collects data and digital signatures, and populates documents and forms. Key Features: - Digital Signatures - Easily convert to paperless processes - Upload 60 + file types - Convert and create reusable forms in minutes - Automatically find and place document fields - Duplicate documents, forms and workflows with branching logic - Get trackable, secure digital signatures - Keep things moving with personalized email messages, alerts and links to provide reminders - Integrate with your CRM, file management and storage, marketing automation platform, and more with our Zapier integrations and open APIs -Populate documents and forms automatically with data from connecting systems - Find where processes are performing ideally or where bottlenecks occur How We work: Cloud-Based Mobile-Responsive No Login Required OnTask was developed to help companies across industries digitally transform and automate their processes and workflows. OnTask allows businesses to fully customize and automate daily workflows using the no-code workflow designer and fast form creator.

Reviews

Global ratings 2
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Type of review

Revainrating 5 out of 5

The most user friendly task management software I have ever used!

I love having everything in one place for my daily tasks so it doesn't take me hours to figure out what needs done each day! Other software was more complicated or harder than this system which makes things much easier with less time wasted searching through other tools/programs just trying find something we need at any given point of our days as an organization!! Nothing - but better management overall by seeing all your task lists right there when you log into OMS instead pulling up multiple…

Pros
  • Ease of access, great support staff.
  • Best customer service ever,
  • Also helpful reporting section available within tool.Great data capture capability including notes taken while completing work flow steps along side screenshots if
Cons
  • Empty

Revainrating 4 out of 5

Intuitive Solution For Centralized Reporting

I like how easy it was to get started with this product. The training was very thorough and we were able to quickly learn what features are available within our organization. It's also one of those products where you can use several different tools at once without having to pay for each separate service. As others have mentioned in other reviews, there isn't much out there when it comes to BPA solutions. This really helped streamline processes by creating templates and assigning tasks to users…

Pros
  • Easy set up
  • User friendly interface
  • Works well across platforms (PC/Mac)
Cons
  • Not as intuitive if your more advanced than most
  • You do need some technical skill