Workflow Tasks simplifies task management and helps boost team efficiency

Cognito Forms, a leading platform for online form building, has unveiled Workflow Tasks, a new feature designed to automate and streamline task management directly within the platform. This innovation aims to significantly reduce the time spent on repetitive form-filling tasks, converting what typically takes four hours into just four minutes, thus enhancing team efficiency and productivity.

1. Overview of Workflow Tasks:

   • Centralized Task Management: Users can view and manage assigned tasks in one central location, with completed tasks automatically disappearing from the list.
   • Automatic Task Assignment: When a form is submitted, tasks are automatically assigned to specific individuals or roles, simplifying coordination and reducing manual intervention.

2. Benefits of Workflow Tasks:

   • Time Savings: Automates repetitive tasks, allowing teams to focus on strategic and creative responsibilities.
   • Improved Efficiency: Reduces the need for project managers or third-party integrations by consolidating task management within the Cognito Forms platform.
   • Enhanced Coordination: Ensures that tasks are assigned to the appropriate team members or roles at the right time, based on pre-set rules and conditions.

3. Applications for HR Departments:

   • Onboarding Process: Facilitates the completion of online onboarding forms and automates the assignment of tasks such as equipment assignments, approvals, and payroll setup.
   • Error Reduction: Minimizes errors and reduces the mental load on employees by automating task assignments and notifications.

4. Statements from Leadership:

   • Jamie Thomas, Co-founder and CEO of Cognito Forms: Emphasized the importance of automation in improving both customer experience and employee well-being, highlighting how Workflow Tasks simplifies task management without the need for additional tools or integrations.

Cognito Forms' Workflow Tasks feature offers a powerful solution for automating task management associated with online forms. By streamlining task assignments and reducing manual work, it provides significant time savings and efficiency improvements, particularly valuable for HR departments and other teams managing complex processes.