OnTask | Product Ideas

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As a workflow builder I would like the ability to use the Start Workflow block without support from OnTask pro-services

As a workflow builder I would like the ability to use the Start Workflow block without support from OnTask pro-services Currently the Start Workflow block is a Code Mode only block. User's should have the ability to use this block without pro-serv...

Created 15 Dec 12:10pm by Jeremy Ramos

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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As a workflow builder I would like the ability to assign email addresses to Properties as Additional Records in a Multiple Select.

As a workflow builder I would like the ability to assign email addresses to Properties as Additional Records in a Multiple Select. Current State: You are able to create Additional Records when an option is selected in a Multiple Choice dropdown as...

Created 10 Dec 07:18pm by Jeremy Ramos

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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As a web form builder I would like the ability to include a button workflow participants that allow them add more fields (ADD MORE)

As a web form builder I would like the ability to include a button workflow participants that allow them add more fields (ADD MORE) Background: Sometimes there are webforms that should allow end-users to add fields. For example: Suppose you have a...

Created 9 Dec 05:05pm by Jeremy Ramos

OnTask

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QR code in an email to link to completed document

As a workflow designer I would like the ability to send an email to a workflow user with a QR code link that, upon scanning, opens a document completed during the workflow. As an end user I would like to be able have a workflow which sends a QR co...

Created 7 Dec 08:46pm by Guest

OnTask

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Custom Zapier Integrations

Potentially build Zapier integrations as a service for customers. Might be an alternative to some native integrations.

Created 6 Dec 09:18pm by Irina Tabac

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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To be PCI Compliant we need to ask customers if they don't want us to keep their CC in the vault

To be PCI Compliant we need to ask customers if they don't want us to keep their CC in the vault. When a customer enters their CC information into OnTask automatically store it in the BrainTree Vault for future use. To be compliant with PCI we nee...

Created 20 Nov 01:48pm by Jeremy Ramos

OnTask

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As a workflow builder, I would like the option to toggle require fields off

It would be convenient when testing/troubleshooting workflows to be able to toggle the option to turn required fields off/on

Created 18 Nov 08:16pm by Amber Luu

OnTask

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Product Ideas

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As a workflow builder I would like the ability to use the Start Workflow block without support from OnTask pro-services

Collapsable Instruction Feilds

As a workflow builder I would like the ability to assign email addresses to Properties as Additional Records in a Multiple Select.

Add hyperlinks within emails

As a web form builder I would like the ability to include a button workflow participants that allow them add more fields (ADD MORE)

QR code in an email to link to completed document

Custom Zapier Integrations

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

To be PCI Compliant we need to ask customers if they don't want us to keep their CC in the vault

As a workflow builder, I would like the option to toggle require fields off

Filter by status

Filter by category

Identify yourself with your email address

As a workflow builder I would like the ability to use the Start Workflow block without support from OnTask pro-services

Collapsable Instruction Feilds

As a workflow builder I would like the ability to assign email addresses to Properties as Additional Records in a Multiple Select.

Add hyperlinks within emails

As a web form builder I would like the ability to include a button workflow participants that allow them add more fields (ADD MORE)

QR code in an email to link to completed document

Custom Zapier Integrations

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

To be PCI Compliant we need to ask customers if they don't want us to keep their CC in the vault

As a workflow builder, I would like the option to toggle require fields off