Jotform Workflows Features

Enables users to create documents for business processes and provides a wide array of templates which are customizable.

The ability to create custom workflows aligned with business objectives.

A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.

Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.

Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Define levels of authorization for access to specific files or systems

Compile data from across all systems so that users can view relevant information easily.

Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.

Ensures the right task is being assigned to the proper employee across an entire process.

Receive data and information in real time

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Provides users a holistic view of all workflows so as to see how all processes work together.

Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.

Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.

Provides the ability to manage unstructured processes.

Connect with existing systems via API.

Streamline and simplify document approval processes.

Provide standard activities and tasks that can be customized by users

Users can easily create flows using drag and drop features

Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows

Track and manage schedules and meetings via an integrated calendar

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Ability to update multiple workflows at the same time

Maintain a history of all workflow changes

Integrate with ERP or project management software

Ensures the right task is being assigned to the proper employee across an entire process.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Assemble applications and processes by dragging over and arranging pre-built components

Create, save, and re-purpose templates for emails, forms, etc.

Manage the process of evaluating documents or requests submitted for approval

Alter the layout and content of dashboards

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Store, manage, and track all electronic documents in a centralized location

Observe and track the demand, usage, progress or quality of a system, product, or user

Reporting on how each user, task or process has advanced since its initiation

Alter the default workflow to meet your organization's needs

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Import and export data to and from software applications

Manage, store and organize emails within the system or via third-party apps

Alter the layout and content of reports

Define levels of authorization for access to specific files or systems

Create, design and modify the flow and processes of tasks in a project

Receive data and information in real time

Application programming interface that allows for integration with other systems/databases

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access software remotely via mobile devices

Customize data fields to support various needs and use cases

Track and document all activities across devices, networks, and other systems

Track and report regulatory data to either internal management or external stakeholders

Set & manage permission levels based on user roles and restrict access to only authorized individuals

View and track pertinent metrics to find patterns and gain insights from data

Create, manage, or update project workflows.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Access software remotely via mobile devices

Store and organize documents in a centralized system

Import and export data to and from software applications

Provides a channel for team members to share media files, communicate, and work together

Store, manage, and track all electronic documents in a centralized location

Active reporting of data and metrics

Customize contracts and forms to collect specific information

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Visually identify, define, and map all details and relationships surrounding business process models and elements

Assemble applications and processes by dragging over and arranging pre-built components

Track the status and progress of tasks

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Leave comments and notes on documents for others to view

Store, manage and track all forms in a centralized location

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

View and track pertinent metrics to find patterns and gain insights from data

Configure existing workflows to meet your organization's needs

Create, design and modify the flow and processes of tasks in a project

Graphical representation of data

Create, design and manage workflows for repetitive tasks

Document any changes or proposed changes made to business processes or workflows

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage, store and organize emails within the system or via third-party apps

Sample files or documents that could be customized as needed or used as is

Receive system updates as soon as any changes are made

Manage the process of evaluating documents or requests submitted for approval

Customize data fields to support various needs and use cases

Track revisions and updates made to files and navigate between different versions

Automate repetitive tasks such as filling out information or creating certain types of forms

Pre-designed layouts that can be customized to match preferences and requirements

Track and manage adherence to policies for any service, product, process, or supplier

Track and document all activities across devices, networks, and other systems

Allow users to access multiple services after entering their login credentials once

Create, manage and track all task activities and progression

Alter the layout and content of reports

Define and maintain business rules that determine workflow capabilities and criteria

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

A record of all activities within the system, including user access, changes made, etc.