OnTask | Product Ideas

5 Vote
- Add my vote +1
- +2
- +3
As an OnTask workflow builder I would like the ability to post messages to Slack from my workflow without using Zapier.

Have the ability to insert a block in a workflow that posts a message to a Slack channel. The message can be a combination of fields and text similar to the way emails are created in OnTask currently.

Created 2 Dec 09:23pm by Jeremy Ramos

OnTask

0 Future consideration
2 Vote
- Add my vote +1
- +2
- +3
I would like to be able to specify or create a new folder when uploading files via the google drive integration

When using Google Drive integration to upload documents in a workflow, I would like to be able to specify the folder/create a new folder using Property names value. This feature is available with the SharePoint integration.

Created 2 Dec 05:21pm by Amber Luu

OnTask

0
1 Vote
- Add my vote +1
- +2
- +3
As a customer, I would like to export a completed form to .csv

I'd like the values of those inputs from a webform to be added to a .csv file and emailed (or avail for download) after the form completes

Created 1 Dec 10:22pm by Amber Luu

OnTask

0 Future consideration
2 Vote
- Add my vote +1
- +2
- +3
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

1 Needs review
1 Vote
- Add my vote +1
- +2
- +3
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

0 Needs review
6 Vote
- Add my vote +1
- +2
- +3
Allow localization in OnTask Platform (change languages, date formats, etc)

Prospect is wishing to allow localization in the platform otherwise he would not be able to offer it as a solution to their global customers. Specifically, he is based in UK and would like verbiage to reflect their English language e.g. Organizati...

Created 19 Nov 02:58pm by Sebastian Gogola

OnTask

3 Needs Clarification
1 Vote
- Add my vote +1
- +2
- +3
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

0 Needs review
2 Vote
- Add my vote +1
- +2
- +3
As a Product Manager I would like to see customer's workflows to provide them feedback and to collect intel.

What if when you publish a workflow in OnTask we have a pop-up that says Send to OnTask for Peer Review. They could opt-in to share their OTW with us. We can learn about their process and also provide feedback to reduce the chances of an error. Th...

Created 18 Nov 11:53am by Jeremy Ramos

OnTask

0 Already exists
2 Vote
- Add my vote +1
- +2
- +3
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

1 Needs review
2 Vote
- Add my vote +1
- +2
- +3
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

0 Needs review

Product Ideas

Filter by status

Filter by category

As an OnTask workflow builder I would like the ability to post messages to Slack from my workflow without using Zapier.

I would like to be able to specify or create a new folder when uploading files via the google drive integration

As a customer, I would like to export a completed form to .csv

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

Allow localization in OnTask Platform (change languages, date formats, etc)

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

As a Product Manager I would like to see customer's workflows to provide them feedback and to collect intel.

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.

Filter by status

Filter by category

Identify yourself with your email address

As an OnTask workflow builder I would like the ability to post messages to Slack from my workflow without using Zapier.

I would like to be able to specify or create a new folder when uploading files via the google drive integration

As a customer, I would like to export a completed form to .csv

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

Allow localization in OnTask Platform (change languages, date formats, etc)

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

As a Product Manager I would like to see customer's workflows to provide them feedback and to collect intel.

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.