Catalytic Tasks & Forms

Keep people in the loop with smart tasks and forms.

See it in action

Get more people power where you need it

With smart web forms and task assignments, seamlessly loop in people where needed, while your automated workflow continues to run.

Shorten turnaround

Execute instant handoffs and quicker communications for faster process cycles and deliverables.

Simplify management

Task assignments and form collection make both project management and data management more automatic.

Extend experience

Catalytic Tasks & Forms can easily incorporate people outside your company’s four walls into your workflows, like suppliers, partners or customers.

Features

Smart web forms Tasks Emails

Smart web forms

Collect data through smart webforms. Catalytic can use the data to begin an automatic process once someone hits “submit.”

Examples:

Create an application, inquiry intake form, or survey to automatically route submissions or take action on feedback or requests
Collect up-to-date information or collect materials from customers, suppliers or other third parties to keep records current or start a process

Tasks

Route tasks through a workflow by adding assignments throughout a process. Once one step is completed, it triggers the next.

Examples:

Set up rules-based case assignments to employees based on specialties, schedule or workload capacity
Create an end-to-end process to push tasks through a multiple-stage pipeline, from assignments and editing to review and delivery.

Automatic emails

Send webforms, notifications, responses and deliverables with automatic emails.

Examples:

Keep customers and suppliers updated on a process with status notifications or approval notices
Distribute reports or other files as attachments
Automatically follow up to ensure work is completed on time

Case Study

2,600 hours saved

Catalytic's tasks and forms save Mayo Clinic 2,600 hours annually on a single process by automatically routing the HR department's process of managing employee's health center memberships.

Read the customer story