Product Ideas

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Request to add userId in the publish_history table of a workflow

As a workflow builder, I would like to be able to see who built and has published changes to a workflow. As a customer who also builds workflows, I can see how that would be useful to them as well.

Created 9 Mar 03:19pm by Amber Luu

OnTask

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As a workflow developer I would like tasks that follow email steps to automatically be assigned to the email recipient.

When an email has a link to a workflow in it, often times the next step in the workflow should be assigned to the email recipient. Currently, however, the next step is automatically assigned to the owner of the previous task. Consider checking if ...

Created 4 Mar 03:38pm by Harrison Epperson

OnTask

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As an OnTask admin, I'd like the ability to modify the displayed sender's name in emails that OnTask sends for me, so that my customers know the email is from me and I don't have to use a custom SMTP server.

Adding a way to modify the sender's display name on emails allows administrators to have a more convenient way to let their customers know who the emails from OnTask are really coming from compared to setting up a custom SMTP configuration. In add...

Created 13 Oct 03:25pm by Max Amneus

OnTask

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As an OnTask Organization Admin, I would like the preview/download button of documents to be on the Instance itself, so that it's more user friendly to navigate to and isn't so hidden away

Customer requested adding the preview document/download document button on the workflow instance itself like how we have the trash can there I know that there is a possibility of multiple instances of when a document can be reviewed/downloaded so ...

Created 5 Oct 02:00pm by Guest

OnTask

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Allow Checkbox Property Values be used in Document Generation and Emails

As a workflow builder I would like for the multiple selected selected values from a checkbox webform field to be converted into a comma (or new line) delimited list that can be used in the document generation step. Likewise, when this property is ...

Created 8 Jan 08:44pm by Guest

OnTask

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Collapsable Instruction Feilds

As a workflow builder I would like to be able to insert a collapsable instruction field that information can be shown or hidden by the end user. There should be a setting to determine whether the default condition is open or collapsed. This would ...

Created 13 Dec 07:16pm by Guest

OnTask

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Add hyperlinks within emails

When you are writing an email to send within OnTask, I would like the ability to be able to hyperlink text so the email looks more professional and smooth being able to just click on a word that functions as a link.

Created 9 Dec 06:41pm by Guest

OnTask

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OnTask Send and Sign Workflow out of the template to resemble Docusign

Things such as customizing the Subject Line and adding signing parties.

Created 22 Nov 10:58pm by Guest

OnTask

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As UI/UX designer I would like to prevent the users from running Scan for fields on a Fill & Sign once they have placed a field manually.

As UI/UX designer I would like to prevent the users from running Scan for fields on a Fill & Sign once they have placed a field manually. If the user runs the scan for fields once they have placed other fields in a Fill & Sign they will br...

Created 17 Nov 10:24pm by Jeremy Ramos

OnTask

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As a workflow builder I would like the ability to "Clear All" fields inserted on a Fill & Sign.

Sometimes it is useful to clear a Fill & Sign form of all current fields and start fresh.

Created 17 Nov 10:21pm by Jeremy Ramos

OnTask

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Request to add userId in the publish_history table of a workflow

As a workflow developer I would like tasks that follow email steps to automatically be assigned to the email recipient.

As an OnTask admin, I'd like the ability to modify the displayed sender's name in emails that OnTask sends for me, so that my customers know the email is from me and I don't have to use a custom SMTP server.

As an OnTask Organization Admin, I would like the preview/download button of documents to be on the Instance itself, so that it's more user friendly to navigate to and isn't so hidden away

Allow Checkbox Property Values be used in Document Generation and Emails

Collapsable Instruction Feilds

Add hyperlinks within emails

OnTask Send and Sign Workflow out of the template to resemble Docusign

As UI/UX designer I would like to prevent the users from running Scan for fields on a Fill & Sign once they have placed a field manually.

As a workflow builder I would like the ability to "Clear All" fields inserted on a Fill & Sign.

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Identify yourself with your email address

Request to add userId in the publish_history table of a workflow

As a workflow developer I would like tasks that follow email steps to automatically be assigned to the email recipient.

As an OnTask admin, I'd like the ability to modify the displayed sender's name in emails that OnTask sends for me, so that my customers know the email is from me and I don't have to use a custom SMTP server.

As an OnTask Organization Admin, I would like the preview/download button of documents to be on the Instance itself, so that it's more user friendly to navigate to and isn't so hidden away

Allow Checkbox Property Values be used in Document Generation and Emails

Collapsable Instruction Feilds

Add hyperlinks within emails

OnTask Send and Sign Workflow out of the template to resemble Docusign

As UI/UX designer I would like to prevent the users from running Scan for fields on a Fill & Sign once they have placed a field manually.

As a workflow builder I would like the ability to "Clear All" fields inserted on a Fill & Sign.