OnTask | Product Ideas

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As a user of OnTask, I would like to be able to restrict DatePicker fields to not allow future dates

A customer requested this feature, which is not currently implemented. They said: I have several fields of type DatePicker that carry dates such as date of birth which I would like to be able to limit not being able to put future dates.

Created 10 May 05:59pm by Jared Geiger

OnTask

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Dynamic Editor menu items

Hi Team, Robert was doing a lightly customized presentation for Accenture Federal. The demo started with a word docx with a super simple 6 field tagged form, which he then workflowed into OnTask and populated the fields as per the tags. [%FirstNam...

Created 10 Mar 06:51pm by Brandon Mount

OnTask

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As a Workspace Admin, I would like control over my Workspace Color Sqaure, so that I can customize my Workspaces and categorize them by color

This will allow Workspace admins to colorcode their workspaces so that there is some quick unique identifying way to find a workspace, especially within larger organizations. For example, you could make all accounting-esque workspaces some shade o...

Created 13 Feb 03:18pm by Joshua Jean-Philippe

OnTask

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As a Workflow Builder, I would like the Timer task to allow the process of sending out the next task on X Day, so that I can easily setup a Timer process

Carrie Almeida came into the chat and would like the Logic->Timer task to include a way to specify a day (Monday, Tuesday, Wednesday etc) instead of trying to use an offset So instead of saying "Offset by X amount of days" they can just select ...

Created 20 Dec 02:46pm by Joshua Jean-Philippe

OnTask

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As a Workflow Builder, I would like an action button for "Delegate", so that I do not have to build out the entire workflow tree and can delegate signing easier

A customer would like a workflow button of some sort that encompasses the idea of "Delegating" something to be signed Currently, building out a Delegate flow looks like this [Delegate Demo.jpg] and having to repeat similar patterns in larger workf...

Created 14 Dec 10:17pm by Joshua Jean-Philippe

OnTask

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Ability to configure the expiration timer for download buttons in emails

By default, download buttons in email tasks expire after 2 weeks. A customer has situations where it may take longer than 2 weeks to gather the required information on their end before they can sign (click the task link button), so they would need...

Created 22 Nov 07:21pm by Guest

OnTask

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As an OnTask user, I would like to able view the name of documents on Quick Sign requests.

Right now, a person being sent a document to sign in OnTask is not able to view the name of the document under Quick Sign. Somewhere on each item in the list under Quick Sign the customer would like to see the document name as well instead of just...

Created 7 Nov 03:31pm by Guest

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 multiple choice fields on web forms (dropdown/radio) to have default settings

Add a setting to the Multiple Choice field on a web form that allows you to select one of the configured options as the default value that is automatically selected when the user loads the form.

Created 11 Aug 05:54pm by Nicholas Hall

OnTask

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As a user of OnTask, I would like to be able to restrict DatePicker fields to not allow future dates

Dynamic Editor menu items

As a Workspace Admin, I would like control over my Workspace Color Sqaure, so that I can customize my Workspaces and categorize them by color

As a Workflow Builder, I would like the Timer task to allow the process of sending out the next task on X Day, so that I can easily setup a Timer process

As a Workflow Builder, I would like an action button for "Delegate", so that I do not have to build out the entire workflow tree and can delegate signing easier

Ability to configure the expiration timer for download buttons in emails

As an OnTask user, I would like to able view the name of documents on Quick Sign requests.

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 multiple choice fields on web forms (dropdown/radio) to have default settings

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As a user of OnTask, I would like to be able to restrict DatePicker fields to not allow future dates

Dynamic Editor menu items

As a Workspace Admin, I would like control over my Workspace Color Sqaure, so that I can customize my Workspaces and categorize them by color

As a Workflow Builder, I would like the Timer task to allow the process of sending out the next task on X Day, so that I can easily setup a Timer process

As a Workflow Builder, I would like an action button for "Delegate", so that I do not have to build out the entire workflow tree and can delegate signing easier

Ability to configure the expiration timer for download buttons in emails

As an OnTask user, I would like to able view the name of documents on Quick Sign requests.

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 multiple choice fields on web forms (dropdown/radio) to have default settings