Engage the right people at the right time to get work done.
Enjoy seamless collaboration and keep track of your team’s work with Workflow Tasks.
When you share task views with your team members, they can log in to Cognito Forms to view all their assigned tasks in one place. As soon as someone completes a task, the pending entry will automatically disappear from their view – helping everyone achieve inbox zero and focus on the work that matters.
Available to organizations on our Team and Enterprise plans.
Easy task management for any team
Automated task workflows can streamline robust processes in any scenario or industry. No matter how many people are involved, everyone can see exactly what they need to do at each step.
Customer Support
When a customer submits a support ticket, assign it to the appropriate support team based on their expertise and send a notification email to the customer.
Human Resources (HR)
Ensure all necessary onboarding steps are completed and track progress when a new employee joins the company.
Sales Lead Management
Automatically assign potential leads to a sales representative based on criteria such as geographical location, product interest, or current workload.
Project Management
Initiate tasks related to the new phase and assign tasks to team members.
Workflow Tasks