Collaborative Task Management Software
Do more with less.
- Schedule and send the right task to the right person at the right time—every time— using our low-code no-code task management system.
- Choose from 12 flexible task types, including image recognition, and use conditional logic to save teams time responding and reporting.
- Set up smart teams to dynamically distribute tasks to groups of people based on role, location, and more.
Real numbers, real impact.
- Matt McLain, Director of Talent Development & Engagement
Task Management Tool
Make moves when it matters.
- Keep a close eye on compliance—from SOPs to EHS—by configuring automatic alerts for red-flag issues and actions.
- Use filter-based alerts to instantly notify the right person in the right place of the problem—and fix it before it affects your customers.
- Gather comprehensive analytics and insights to identify trends over time and inform corrective action.
Offline data collection
Work it, everywhere.
Our offline mode feature keeps teams productive even in areas of low cellular or internet connectivity.
Task Management System
Never lose a document again.
- Ditch the paper and spreadsheets and upload digital materials for your teams to access within our mobile app.
- Streamline team training and onboarding by digitizing reference materials in PDF, Excel, JPG, video, or shareable links.
- Engage teams and reduce turnover by offering mobile learning and development opportunities through team collaboration software.
TEAM COLLABORATION SOFTWARE
See what's important to you.
- Set up user roles and permissions based on job title, region, division, store type, or any custom criteria you choose.
- Protect data privacy and increase security by granting certain people access to certain tasks.
Digital Task Management
All you need to do great
FORM’s task management platform gives you and your teams faster, easier,
and more efficient tools to succeed in the field.
Use your custom data model complete with your teams, places, and products to quickly build tasks for your frontline.
Easily send or schedule dynamic tasks to your teams using conditional logic that only shows information relevant to each user.
ReportReceive instant analytics and insights as soon as tasks are completed, and easily export shareable reports to boost visibility across the enterprise.
Project and Task Management Software
To efficiency and beyond.
From teams and tasks to analytics and AI, FORM makes task management
fast, easy, and accurate from start to finish—for every industry.
Consumer GoodsSee real-time results of marketing, merchandising, and field execution geo-stamped by location, time, and user. FORM for Consumer Goods
RetailTransform daily operations and improve retail execution in every store with instant photo reporting and easy-to-use task management tools. FORM for Retail
Restaurants & HospitalityImprove food safety and enhance the guest experience by including our Bluetooth Thermometer IoT integration in your tasks. FORM for Restaurants & Hospitality
Facilities ManagementDigitize site and equipment audits using mobile forms and dynamic logic that ensure compliance in every account. FORM for Facilities Management
Beer, Wine, & SpiritsEasily send tasks to your reps and gather critical data including count, price, item catalogs, and photo. Monitor planogram compliance and measure attainment from anywhere. FORM for Beer, Wine, & Spirits
Natural ResourcesLink your mobile audits, inspections, and work orders to automated alerts and escalation paths for efficient resolution in real-time. FORM for Natural Resources
See it all in action.
Planning for FMCG Sales and Distribution So, you want to drive sales on fast-moving consumer goods (FMCG). That’s great, but in order to bring your
Field Sales teams at PepsiCo leverage the FORM MarketX platform to drive sales, save time in-store, and track trends in the market across locations.
Overnight, the world’s frontline workers in essential retail emerged as the heroes they are during the COVID-19 pandemic, while furloughed workers from other retail sectors