Task Management

Automate Task Management

Form.com's task management is a combination of three key elements:  behind-the-scenes workflows, reactive in-app logic, and User Portals. With portals, each user has its own hub from which to view, complete, and review tasks. As they complete forms, new tasks can be issued on-the-fly based on specific responses.

Conditional triggers will initiate events across your entire network of users, generating tasks, forms, and alerts automatically. The User Portal will continue to function and display the most recently synced info for users even when the app is offline.

• Database Integration: Import data tables to incorporate location information, historical data, scoring, and more into your tasks.
• Permissions and Access Levels: Create and assign user roles and groups for faster task assignment and organization.
• Real-Time Task Management: Assign tasks on the fly and modify, review, and manage job-related forms as they're completed in the field.
• Bi-Directional Workflows: Use API calls to synchronize Form.com with other programs for further analysis and seamlessly integrate existing databases and processes.
• User Portals: Provide an interactive task list for users in the field that allows workers to view, complete, and review jobs even in offline mode.
• Action Plans: Generate action plans from completed forms that include corrective actions, custom statuses, and automated notifications.