Simplify task management with Formstack Workspace
Help your users stay organized by letting them review and complete assigned workflow tasks in one easy location.
Assign form and signature steps to different team members depending on who is needed for data reviews or eSigning.
Track the progress of assigned workflows as each step is completed so you can identify bottlenecks and improve communication between teams.
Invite outside collaborators to your Workspace by adding them as external users. They will only be able to view their assigned steps and won’t have access to other areas of your account.
Use Formstack’s visual workflow builder, Copilot, to quickly create complex workflows that can flow seamlessly across multiple departments.
Reduce the time required to complete a workflow by consolidating tasks for internal and external users in one easily accessible location.
Keep your team on top of work, move through robust approval processes faster, and track submission status from start to finish.
Step 1: Users will receive an email informing them that a task is ready to complete. Custom identifiers included in the email will help the assignee quickly understand what they're working on.
Step 2: A link in the email will direct them to Workspace, where they can see their assigned tasks. Forms and Sign tasks are organized under the workflow names they are associated with and can be expanded in the left-hand column.
Step 3: The user clicks on the assigned task to review the step message and selects “Complete Task” to review and finish their step. After a task is complete, the user can refresh the Workspace tab to remove the step as an action item.
For additional information on how Formstack can help you with workflow task management, check out this help article for Formstack Workspace.
