Since most of our SMERF clients don't have access to office equipment, OnTask is used predominantly to assist clients with signing contracts over their phone or tablet.It's been a great tool for getting quick turnaround on bookings that we would otherwise struggle to contract with.

OnTask has made signing contracts so much more accessible for SMERF clients, who often don't have a home printer, scanner, etc. to sign contracts.I expected this to be difficult for older clients who are not tech-proficient, but the required signature areas and easy "click-and-go" features make this accessible for all of our clients.

I wish that I could merge a workflow document with additional pages and/or quick-sign documents.Our contracts are partially customized to the client, but there are several consistent contract pages that we have to manually add signatures, text boxes, and radio groups to since the automatic function also doesn't work.

This service is allowing our business to take paper workflows (in our case, HR documents) that we were hindered from filling out due to the COVID19 related work from home transition. We're now able to quickly and efficiently provide processing of these critical documents.

The best part of OnTask is the ability to pre-define workflow steps and allow us to control which fields each user has the ability to fill out, and provide them an easy interface to interact with. This allowed us to easily provide a quick way to get important documents filled and signed with digital method to make our workflows quicker and simpler.

There are some aspects that are still up-and-coming. There is not a decline detail function, meaning that if a user declines, they are unable to provide a reason that goes back to the previous person. We also had to have OnTask custom build us a script to send the document back to a specific person and clear the fields. Otherwise, the decline causes the user to have to start the workflow from the beginning.

it was ok could be better

task management was difficult to understand

most features I did not like a they were hard

It’s easy to use but doesn’t provide enough functionality

It is very easy to use and intuitive for any user.

I cannot go back and review what PTO has previously been approved

The reason I felt compelled to write this review is that their partner program is excellent and their customer success team is passionate and top-notch.

OnTask can act as a drop-in replacement for Adobe Sign or Docusign but with the automation and workflow settings that the 'e-sign' platforms do not have. I know first hand how time-consuming this stuff can be when you don't have the right tools. With no-task, a bit of setup upfront will pay huge dividends long-term if you have processes surrounding documents. The icing on the cake is the Zapier integration.

This isn't specific to OnTask but any similar service requires an upfront effort to build the initial workflows and there seems to not be a great way to streamline this. It feels like a bit of a time investment to get started but I haven't found a similar service that doesn't feel that way.