Blog

How to Increase Workplace Productivity with Online Forms

Blog

How to Increase Workplace Productivity with Online Forms

Blog

How to Increase Workplace Productivity with Online Forms

Blog

How to Increase Workplace Productivity with Online Forms

Blog

How to Increase Workplace Productivity with Online Forms

Download PDFDownload PDF
Blog

How to Increase Workplace Productivity with Online Forms

Heather Mueller
/
June 25, 2019
Blog

How to Increase Workplace Productivity with Online Forms

MIN
/
June 25, 2019
About the Episode
Episode Highlights
Meet our Guest
Episode Transcript

When you think about building an online form, what image comes to mind? 

You might picture something like this:

form templates lead generation

Or this:

form templates customer feedback

Or this:

form templates event registration

These tend to be the most common uses for online forms. After all, your company needs customer data—so it's only natural that you'd create online forms to collect it. Feedback surveys, registration forms, donation forms, lead generation forms, and patient intake forms all serve this purpose, as do many other types of customer-facing forms.

But have you ever used online forms to increase productivity internally? If not, you’re missing out. Online forms can open your organization to a whole new world of workplace efficiency. 

At Formstack, we’ve put a lot of energy into creating form templates and add-ons that save time, automate repetitive tasks, and increase collaboration.

The following step-by-step guide explains exactly what you need to do to take advantage of them. 

Choose Your Form Templates 

This first step is incredibly easy. Instead of starting from scratch, simply peruse our pre-built forms to find the ones that work best for your business. 

The form-building experts at Formstack have created a library of more than 280 form templates based on best practices for various departments—human resources, IT, finance, marketing, fundraising, and event planning—and across numerous industries including healthcare, higher education, small businesses, agencies, nonprofits, and even government entities. 

Our collection of form templates is always expanding to cover a wide range of job responsibilities and departments. So no matter what you need to do, there's bound to be a template you can use.

Get Them Now: Check out our newest form templates!

Use Forms to Improve Processes

After you’ve selected your templates, the real fun begins.

When people fill out your form, they see something like this:

form templates patient intake

You, on the other hand, see this:

online forms from builder

Behind the scenes are all kinds of tools that can be used to turn your forms into productivity machines.

Want to have form submissions routed to different employees depending on who’s completing them? No problem. Need to capture and store signatures? You can do that, too. 

If you can think it, there’s almost always a way to do it.

There are also several methods you can use to increase productivity and boost efficiency—ones you probably haven’t thought of yet.

Here are two of our favorites:

Automated Workflows

By using a form builder add-on to automate workflows, you can erase many of your most repetitive manual tasks. Customer service and human resources are two great examples of areas where workflow automation can be highly beneficial.

For example, consider the employee review that typically takes days or weeks to complete. With an automated workflow, it looks more like this:

  1. An employee submits a self-evaluation 
  2. The evaluation is instantly sent to the manager for review
  3. As soon as the manager is done, it's automatically sent to human resources
  4. HR approves the recommended pay raise
  5. Payroll is automatically updated, and the salary increase is made official
  6. The employee receives an automated confirmation letter and a note of congratulations

Each step is completed in seconds, and the entire process is done within a day:

how to increase productivity with automated workflows

And that’s just one example of the numerous ways workflow automation tools can be used to quickly complete repetitive tasks. In fact, many organizations have come to rely on automated workflows so much that they now use workspaces dedicated specifically to managing the flow of information.

Form Portals

The more comfortable you get with form templates and form-building features, the more likely you are to lean on forms to get things done. However, there is a catch. The more forms you have, the more data there will be to manage. And that's when things can get a bit tricky: You ask employees or customers to fill out an online form, but end up devoting hours to sending follow up emails and tracking down stragglers.

This is where Formstack Portals come in.

This special feature allows you to organize all of your forms into a central hub where you can set deadlines and reminders, once again alleviating your workload:

how to increase productivity with Formstack Portals

There are so many ways to leverage customer-facing forms—from marketing and sales to customer support and event registrations—that it can be easy to overlook the most essential uses for your internal team. But once you start using online forms to boost efficiency in the workplace, you’ll wonder how you ever survived without them.

Interested in other workplace productivity tips and best practices? Grab your copy of our Workplace Productivity Report now to discover more ways to get work done more efficiently.

Blog

How to Increase Workplace Productivity with Online Forms

Blog

How to Increase Workplace Productivity with Online Forms

Get the Report

Great, thank ya!

You can now access the content.
Oops! Something went wrong while submitting the form.
Blog

How to Increase Workplace Productivity with Online Forms

Panelists
No items found.
Introduction
Introduction

Great, thank ya!

You can now access the content.
Download NowDownload Now
Oops! Something went wrong while submitting the form.

When you think about building an online form, what image comes to mind? 

You might picture something like this:

form templates lead generation

Or this:

form templates customer feedback

Or this:

form templates event registration

These tend to be the most common uses for online forms. After all, your company needs customer data—so it's only natural that you'd create online forms to collect it. Feedback surveys, registration forms, donation forms, lead generation forms, and patient intake forms all serve this purpose, as do many other types of customer-facing forms.

But have you ever used online forms to increase productivity internally? If not, you’re missing out. Online forms can open your organization to a whole new world of workplace efficiency. 

At Formstack, we’ve put a lot of energy into creating form templates and add-ons that save time, automate repetitive tasks, and increase collaboration.

The following step-by-step guide explains exactly what you need to do to take advantage of them. 

Choose Your Form Templates 

This first step is incredibly easy. Instead of starting from scratch, simply peruse our pre-built forms to find the ones that work best for your business. 

The form-building experts at Formstack have created a library of more than 280 form templates based on best practices for various departments—human resources, IT, finance, marketing, fundraising, and event planning—and across numerous industries including healthcare, higher education, small businesses, agencies, nonprofits, and even government entities. 

Our collection of form templates is always expanding to cover a wide range of job responsibilities and departments. So no matter what you need to do, there's bound to be a template you can use.

Get Them Now: Check out our newest form templates!

Use Forms to Improve Processes

After you’ve selected your templates, the real fun begins.

When people fill out your form, they see something like this:

form templates patient intake

You, on the other hand, see this:

online forms from builder

Behind the scenes are all kinds of tools that can be used to turn your forms into productivity machines.

Want to have form submissions routed to different employees depending on who’s completing them? No problem. Need to capture and store signatures? You can do that, too. 

If you can think it, there’s almost always a way to do it.

There are also several methods you can use to increase productivity and boost efficiency—ones you probably haven’t thought of yet.

Here are two of our favorites:

Automated Workflows

By using a form builder add-on to automate workflows, you can erase many of your most repetitive manual tasks. Customer service and human resources are two great examples of areas where workflow automation can be highly beneficial.

For example, consider the employee review that typically takes days or weeks to complete. With an automated workflow, it looks more like this:

  1. An employee submits a self-evaluation 
  2. The evaluation is instantly sent to the manager for review
  3. As soon as the manager is done, it's automatically sent to human resources
  4. HR approves the recommended pay raise
  5. Payroll is automatically updated, and the salary increase is made official
  6. The employee receives an automated confirmation letter and a note of congratulations

Each step is completed in seconds, and the entire process is done within a day:

how to increase productivity with automated workflows

And that’s just one example of the numerous ways workflow automation tools can be used to quickly complete repetitive tasks. In fact, many organizations have come to rely on automated workflows so much that they now use workspaces dedicated specifically to managing the flow of information.

Form Portals

The more comfortable you get with form templates and form-building features, the more likely you are to lean on forms to get things done. However, there is a catch. The more forms you have, the more data there will be to manage. And that's when things can get a bit tricky: You ask employees or customers to fill out an online form, but end up devoting hours to sending follow up emails and tracking down stragglers.

This is where Formstack Portals come in.

This special feature allows you to organize all of your forms into a central hub where you can set deadlines and reminders, once again alleviating your workload:

how to increase productivity with Formstack Portals

There are so many ways to leverage customer-facing forms—from marketing and sales to customer support and event registrations—that it can be easy to overlook the most essential uses for your internal team. But once you start using online forms to boost efficiency in the workplace, you’ll wonder how you ever survived without them.

Interested in other workplace productivity tips and best practices? Grab your copy of our Workplace Productivity Report now to discover more ways to get work done more efficiently.

Panelists
No items found.
Infographic

How to Increase Workplace Productivity with Online Forms

Did you know you can use online forms to boost workplace efficiency? Here’s how to increase productivity using Formstack forms.
Download InfographicDownload Infographic

When you think about building an online form, what image comes to mind? 

You might picture something like this:

form templates lead generation

Or this:

form templates customer feedback

Or this:

form templates event registration

These tend to be the most common uses for online forms. After all, your company needs customer data—so it's only natural that you'd create online forms to collect it. Feedback surveys, registration forms, donation forms, lead generation forms, and patient intake forms all serve this purpose, as do many other types of customer-facing forms.

But have you ever used online forms to increase productivity internally? If not, you’re missing out. Online forms can open your organization to a whole new world of workplace efficiency. 

At Formstack, we’ve put a lot of energy into creating form templates and add-ons that save time, automate repetitive tasks, and increase collaboration.

The following step-by-step guide explains exactly what you need to do to take advantage of them. 

Choose Your Form Templates 

This first step is incredibly easy. Instead of starting from scratch, simply peruse our pre-built forms to find the ones that work best for your business. 

The form-building experts at Formstack have created a library of more than 280 form templates based on best practices for various departments—human resources, IT, finance, marketing, fundraising, and event planning—and across numerous industries including healthcare, higher education, small businesses, agencies, nonprofits, and even government entities. 

Our collection of form templates is always expanding to cover a wide range of job responsibilities and departments. So no matter what you need to do, there's bound to be a template you can use.

Get Them Now: Check out our newest form templates!

Use Forms to Improve Processes

After you’ve selected your templates, the real fun begins.

When people fill out your form, they see something like this:

form templates patient intake

You, on the other hand, see this:

online forms from builder

Behind the scenes are all kinds of tools that can be used to turn your forms into productivity machines.

Want to have form submissions routed to different employees depending on who’s completing them? No problem. Need to capture and store signatures? You can do that, too. 

If you can think it, there’s almost always a way to do it.

There are also several methods you can use to increase productivity and boost efficiency—ones you probably haven’t thought of yet.

Here are two of our favorites:

Automated Workflows

By using a form builder add-on to automate workflows, you can erase many of your most repetitive manual tasks. Customer service and human resources are two great examples of areas where workflow automation can be highly beneficial.

For example, consider the employee review that typically takes days or weeks to complete. With an automated workflow, it looks more like this:

  1. An employee submits a self-evaluation 
  2. The evaluation is instantly sent to the manager for review
  3. As soon as the manager is done, it's automatically sent to human resources
  4. HR approves the recommended pay raise
  5. Payroll is automatically updated, and the salary increase is made official
  6. The employee receives an automated confirmation letter and a note of congratulations

Each step is completed in seconds, and the entire process is done within a day:

how to increase productivity with automated workflows

And that’s just one example of the numerous ways workflow automation tools can be used to quickly complete repetitive tasks. In fact, many organizations have come to rely on automated workflows so much that they now use workspaces dedicated specifically to managing the flow of information.

Form Portals

The more comfortable you get with form templates and form-building features, the more likely you are to lean on forms to get things done. However, there is a catch. The more forms you have, the more data there will be to manage. And that's when things can get a bit tricky: You ask employees or customers to fill out an online form, but end up devoting hours to sending follow up emails and tracking down stragglers.

This is where Formstack Portals come in.

This special feature allows you to organize all of your forms into a central hub where you can set deadlines and reminders, once again alleviating your workload:

how to increase productivity with Formstack Portals

There are so many ways to leverage customer-facing forms—from marketing and sales to customer support and event registrations—that it can be easy to overlook the most essential uses for your internal team. But once you start using online forms to boost efficiency in the workplace, you’ll wonder how you ever survived without them.

Interested in other workplace productivity tips and best practices? Grab your copy of our Workplace Productivity Report now to discover more ways to get work done more efficiently.

When you think about building an online form, what image comes to mind? 

You might picture something like this:

form templates lead generation

Or this:

form templates customer feedback

Or this:

form templates event registration

These tend to be the most common uses for online forms. After all, your company needs customer data—so it's only natural that you'd create online forms to collect it. Feedback surveys, registration forms, donation forms, lead generation forms, and patient intake forms all serve this purpose, as do many other types of customer-facing forms.

But have you ever used online forms to increase productivity internally? If not, you’re missing out. Online forms can open your organization to a whole new world of workplace efficiency. 

At Formstack, we’ve put a lot of energy into creating form templates and add-ons that save time, automate repetitive tasks, and increase collaboration.

The following step-by-step guide explains exactly what you need to do to take advantage of them. 

Choose Your Form Templates 

This first step is incredibly easy. Instead of starting from scratch, simply peruse our pre-built forms to find the ones that work best for your business. 

The form-building experts at Formstack have created a library of more than 280 form templates based on best practices for various departments—human resources, IT, finance, marketing, fundraising, and event planning—and across numerous industries including healthcare, higher education, small businesses, agencies, nonprofits, and even government entities. 

Our collection of form templates is always expanding to cover a wide range of job responsibilities and departments. So no matter what you need to do, there's bound to be a template you can use.

Get Them Now: Check out our newest form templates!

Use Forms to Improve Processes

After you’ve selected your templates, the real fun begins.

When people fill out your form, they see something like this:

form templates patient intake

You, on the other hand, see this:

online forms from builder

Behind the scenes are all kinds of tools that can be used to turn your forms into productivity machines.

Want to have form submissions routed to different employees depending on who’s completing them? No problem. Need to capture and store signatures? You can do that, too. 

If you can think it, there’s almost always a way to do it.

There are also several methods you can use to increase productivity and boost efficiency—ones you probably haven’t thought of yet.

Here are two of our favorites:

Automated Workflows

By using a form builder add-on to automate workflows, you can erase many of your most repetitive manual tasks. Customer service and human resources are two great examples of areas where workflow automation can be highly beneficial.

For example, consider the employee review that typically takes days or weeks to complete. With an automated workflow, it looks more like this:

  1. An employee submits a self-evaluation 
  2. The evaluation is instantly sent to the manager for review
  3. As soon as the manager is done, it's automatically sent to human resources
  4. HR approves the recommended pay raise
  5. Payroll is automatically updated, and the salary increase is made official
  6. The employee receives an automated confirmation letter and a note of congratulations

Each step is completed in seconds, and the entire process is done within a day:

how to increase productivity with automated workflows

And that’s just one example of the numerous ways workflow automation tools can be used to quickly complete repetitive tasks. In fact, many organizations have come to rely on automated workflows so much that they now use workspaces dedicated specifically to managing the flow of information.

Form Portals

The more comfortable you get with form templates and form-building features, the more likely you are to lean on forms to get things done. However, there is a catch. The more forms you have, the more data there will be to manage. And that's when things can get a bit tricky: You ask employees or customers to fill out an online form, but end up devoting hours to sending follow up emails and tracking down stragglers.

This is where Formstack Portals come in.

This special feature allows you to organize all of your forms into a central hub where you can set deadlines and reminders, once again alleviating your workload:

how to increase productivity with Formstack Portals

There are so many ways to leverage customer-facing forms—from marketing and sales to customer support and event registrations—that it can be easy to overlook the most essential uses for your internal team. But once you start using online forms to boost efficiency in the workplace, you’ll wonder how you ever survived without them.

Interested in other workplace productivity tips and best practices? Grab your copy of our Workplace Productivity Report now to discover more ways to get work done more efficiently.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

When you think about building an online form, what image comes to mind? 

You might picture something like this:

form templates lead generation

Or this:

form templates customer feedback

Or this:

form templates event registration

These tend to be the most common uses for online forms. After all, your company needs customer data—so it's only natural that you'd create online forms to collect it. Feedback surveys, registration forms, donation forms, lead generation forms, and patient intake forms all serve this purpose, as do many other types of customer-facing forms.

But have you ever used online forms to increase productivity internally? If not, you’re missing out. Online forms can open your organization to a whole new world of workplace efficiency. 

At Formstack, we’ve put a lot of energy into creating form templates and add-ons that save time, automate repetitive tasks, and increase collaboration.

The following step-by-step guide explains exactly what you need to do to take advantage of them. 

Choose Your Form Templates 

This first step is incredibly easy. Instead of starting from scratch, simply peruse our pre-built forms to find the ones that work best for your business. 

The form-building experts at Formstack have created a library of more than 280 form templates based on best practices for various departments—human resources, IT, finance, marketing, fundraising, and event planning—and across numerous industries including healthcare, higher education, small businesses, agencies, nonprofits, and even government entities. 

Our collection of form templates is always expanding to cover a wide range of job responsibilities and departments. So no matter what you need to do, there's bound to be a template you can use.

Get Them Now: Check out our newest form templates!

Use Forms to Improve Processes

After you’ve selected your templates, the real fun begins.

When people fill out your form, they see something like this:

form templates patient intake

You, on the other hand, see this:

online forms from builder

Behind the scenes are all kinds of tools that can be used to turn your forms into productivity machines.

Want to have form submissions routed to different employees depending on who’s completing them? No problem. Need to capture and store signatures? You can do that, too. 

If you can think it, there’s almost always a way to do it.

There are also several methods you can use to increase productivity and boost efficiency—ones you probably haven’t thought of yet.

Here are two of our favorites:

Automated Workflows

By using a form builder add-on to automate workflows, you can erase many of your most repetitive manual tasks. Customer service and human resources are two great examples of areas where workflow automation can be highly beneficial.

For example, consider the employee review that typically takes days or weeks to complete. With an automated workflow, it looks more like this:

  1. An employee submits a self-evaluation 
  2. The evaluation is instantly sent to the manager for review
  3. As soon as the manager is done, it's automatically sent to human resources
  4. HR approves the recommended pay raise
  5. Payroll is automatically updated, and the salary increase is made official
  6. The employee receives an automated confirmation letter and a note of congratulations

Each step is completed in seconds, and the entire process is done within a day:

how to increase productivity with automated workflows

And that’s just one example of the numerous ways workflow automation tools can be used to quickly complete repetitive tasks. In fact, many organizations have come to rely on automated workflows so much that they now use workspaces dedicated specifically to managing the flow of information.

Form Portals

The more comfortable you get with form templates and form-building features, the more likely you are to lean on forms to get things done. However, there is a catch. The more forms you have, the more data there will be to manage. And that's when things can get a bit tricky: You ask employees or customers to fill out an online form, but end up devoting hours to sending follow up emails and tracking down stragglers.

This is where Formstack Portals come in.

This special feature allows you to organize all of your forms into a central hub where you can set deadlines and reminders, once again alleviating your workload:

how to increase productivity with Formstack Portals

There are so many ways to leverage customer-facing forms—from marketing and sales to customer support and event registrations—that it can be easy to overlook the most essential uses for your internal team. But once you start using online forms to boost efficiency in the workplace, you’ll wonder how you ever survived without them.

Interested in other workplace productivity tips and best practices? Grab your copy of our Workplace Productivity Report now to discover more ways to get work done more efficiently.

When you think about building an online form, what image comes to mind? 

You might picture something like this:

form templates lead generation

Or this:

form templates customer feedback

Or this:

form templates event registration

These tend to be the most common uses for online forms. After all, your company needs customer data—so it's only natural that you'd create online forms to collect it. Feedback surveys, registration forms, donation forms, lead generation forms, and patient intake forms all serve this purpose, as do many other types of customer-facing forms.

But have you ever used online forms to increase productivity internally? If not, you’re missing out. Online forms can open your organization to a whole new world of workplace efficiency. 

At Formstack, we’ve put a lot of energy into creating form templates and add-ons that save time, automate repetitive tasks, and increase collaboration.

The following step-by-step guide explains exactly what you need to do to take advantage of them. 

Choose Your Form Templates 

This first step is incredibly easy. Instead of starting from scratch, simply peruse our pre-built forms to find the ones that work best for your business. 

The form-building experts at Formstack have created a library of more than 280 form templates based on best practices for various departments—human resources, IT, finance, marketing, fundraising, and event planning—and across numerous industries including healthcare, higher education, small businesses, agencies, nonprofits, and even government entities. 

Our collection of form templates is always expanding to cover a wide range of job responsibilities and departments. So no matter what you need to do, there's bound to be a template you can use.

Get Them Now: Check out our newest form templates!

Use Forms to Improve Processes

After you’ve selected your templates, the real fun begins.

When people fill out your form, they see something like this:

form templates patient intake

You, on the other hand, see this:

online forms from builder

Behind the scenes are all kinds of tools that can be used to turn your forms into productivity machines.

Want to have form submissions routed to different employees depending on who’s completing them? No problem. Need to capture and store signatures? You can do that, too. 

If you can think it, there’s almost always a way to do it.

There are also several methods you can use to increase productivity and boost efficiency—ones you probably haven’t thought of yet.

Here are two of our favorites:

Automated Workflows

By using a form builder add-on to automate workflows, you can erase many of your most repetitive manual tasks. Customer service and human resources are two great examples of areas where workflow automation can be highly beneficial.

For example, consider the employee review that typically takes days or weeks to complete. With an automated workflow, it looks more like this:

  1. An employee submits a self-evaluation 
  2. The evaluation is instantly sent to the manager for review
  3. As soon as the manager is done, it's automatically sent to human resources
  4. HR approves the recommended pay raise
  5. Payroll is automatically updated, and the salary increase is made official
  6. The employee receives an automated confirmation letter and a note of congratulations

Each step is completed in seconds, and the entire process is done within a day:

how to increase productivity with automated workflows

And that’s just one example of the numerous ways workflow automation tools can be used to quickly complete repetitive tasks. In fact, many organizations have come to rely on automated workflows so much that they now use workspaces dedicated specifically to managing the flow of information.

Form Portals

The more comfortable you get with form templates and form-building features, the more likely you are to lean on forms to get things done. However, there is a catch. The more forms you have, the more data there will be to manage. And that's when things can get a bit tricky: You ask employees or customers to fill out an online form, but end up devoting hours to sending follow up emails and tracking down stragglers.

This is where Formstack Portals come in.

This special feature allows you to organize all of your forms into a central hub where you can set deadlines and reminders, once again alleviating your workload:

how to increase productivity with Formstack Portals

There are so many ways to leverage customer-facing forms—from marketing and sales to customer support and event registrations—that it can be easy to overlook the most essential uses for your internal team. But once you start using online forms to boost efficiency in the workplace, you’ll wonder how you ever survived without them.

Interested in other workplace productivity tips and best practices? Grab your copy of our Workplace Productivity Report now to discover more ways to get work done more efficiently.

When you think about building an online form, what image comes to mind? 

You might picture something like this:

form templates lead generation

Or this:

form templates customer feedback

Or this:

form templates event registration

These tend to be the most common uses for online forms. After all, your company needs customer data—so it's only natural that you'd create online forms to collect it. Feedback surveys, registration forms, donation forms, lead generation forms, and patient intake forms all serve this purpose, as do many other types of customer-facing forms.

But have you ever used online forms to increase productivity internally? If not, you’re missing out. Online forms can open your organization to a whole new world of workplace efficiency. 

At Formstack, we’ve put a lot of energy into creating form templates and add-ons that save time, automate repetitive tasks, and increase collaboration.

The following step-by-step guide explains exactly what you need to do to take advantage of them. 

Choose Your Form Templates 

This first step is incredibly easy. Instead of starting from scratch, simply peruse our pre-built forms to find the ones that work best for your business. 

The form-building experts at Formstack have created a library of more than 280 form templates based on best practices for various departments—human resources, IT, finance, marketing, fundraising, and event planning—and across numerous industries including healthcare, higher education, small businesses, agencies, nonprofits, and even government entities. 

Our collection of form templates is always expanding to cover a wide range of job responsibilities and departments. So no matter what you need to do, there's bound to be a template you can use.

Get Them Now: Check out our newest form templates!

Use Forms to Improve Processes

After you’ve selected your templates, the real fun begins.

When people fill out your form, they see something like this:

form templates patient intake

You, on the other hand, see this:

online forms from builder

Behind the scenes are all kinds of tools that can be used to turn your forms into productivity machines.

Want to have form submissions routed to different employees depending on who’s completing them? No problem. Need to capture and store signatures? You can do that, too. 

If you can think it, there’s almost always a way to do it.

There are also several methods you can use to increase productivity and boost efficiency—ones you probably haven’t thought of yet.

Here are two of our favorites:

Automated Workflows

By using a form builder add-on to automate workflows, you can erase many of your most repetitive manual tasks. Customer service and human resources are two great examples of areas where workflow automation can be highly beneficial.

For example, consider the employee review that typically takes days or weeks to complete. With an automated workflow, it looks more like this:

  1. An employee submits a self-evaluation 
  2. The evaluation is instantly sent to the manager for review
  3. As soon as the manager is done, it's automatically sent to human resources
  4. HR approves the recommended pay raise
  5. Payroll is automatically updated, and the salary increase is made official
  6. The employee receives an automated confirmation letter and a note of congratulations

Each step is completed in seconds, and the entire process is done within a day:

how to increase productivity with automated workflows

And that’s just one example of the numerous ways workflow automation tools can be used to quickly complete repetitive tasks. In fact, many organizations have come to rely on automated workflows so much that they now use workspaces dedicated specifically to managing the flow of information.

Form Portals

The more comfortable you get with form templates and form-building features, the more likely you are to lean on forms to get things done. However, there is a catch. The more forms you have, the more data there will be to manage. And that's when things can get a bit tricky: You ask employees or customers to fill out an online form, but end up devoting hours to sending follow up emails and tracking down stragglers.

This is where Formstack Portals come in.

This special feature allows you to organize all of your forms into a central hub where you can set deadlines and reminders, once again alleviating your workload:

how to increase productivity with Formstack Portals

There are so many ways to leverage customer-facing forms—from marketing and sales to customer support and event registrations—that it can be easy to overlook the most essential uses for your internal team. But once you start using online forms to boost efficiency in the workplace, you’ll wonder how you ever survived without them.

Interested in other workplace productivity tips and best practices? Grab your copy of our Workplace Productivity Report now to discover more ways to get work done more efficiently.

When you think about building an online form, what image comes to mind? 

You might picture something like this:

form templates lead generation

Or this:

form templates customer feedback

Or this:

form templates event registration

These tend to be the most common uses for online forms. After all, your company needs customer data—so it's only natural that you'd create online forms to collect it. Feedback surveys, registration forms, donation forms, lead generation forms, and patient intake forms all serve this purpose, as do many other types of customer-facing forms.

But have you ever used online forms to increase productivity internally? If not, you’re missing out. Online forms can open your organization to a whole new world of workplace efficiency. 

At Formstack, we’ve put a lot of energy into creating form templates and add-ons that save time, automate repetitive tasks, and increase collaboration.

The following step-by-step guide explains exactly what you need to do to take advantage of them. 

Choose Your Form Templates 

This first step is incredibly easy. Instead of starting from scratch, simply peruse our pre-built forms to find the ones that work best for your business. 

The form-building experts at Formstack have created a library of more than 280 form templates based on best practices for various departments—human resources, IT, finance, marketing, fundraising, and event planning—and across numerous industries including healthcare, higher education, small businesses, agencies, nonprofits, and even government entities. 

Our collection of form templates is always expanding to cover a wide range of job responsibilities and departments. So no matter what you need to do, there's bound to be a template you can use.

Get Them Now: Check out our newest form templates!

Use Forms to Improve Processes

After you’ve selected your templates, the real fun begins.

When people fill out your form, they see something like this:

form templates patient intake

You, on the other hand, see this:

online forms from builder

Behind the scenes are all kinds of tools that can be used to turn your forms into productivity machines.

Want to have form submissions routed to different employees depending on who’s completing them? No problem. Need to capture and store signatures? You can do that, too. 

If you can think it, there’s almost always a way to do it.

There are also several methods you can use to increase productivity and boost efficiency—ones you probably haven’t thought of yet.

Here are two of our favorites:

Automated Workflows

By using a form builder add-on to automate workflows, you can erase many of your most repetitive manual tasks. Customer service and human resources are two great examples of areas where workflow automation can be highly beneficial.

For example, consider the employee review that typically takes days or weeks to complete. With an automated workflow, it looks more like this:

  1. An employee submits a self-evaluation 
  2. The evaluation is instantly sent to the manager for review
  3. As soon as the manager is done, it's automatically sent to human resources
  4. HR approves the recommended pay raise
  5. Payroll is automatically updated, and the salary increase is made official
  6. The employee receives an automated confirmation letter and a note of congratulations

Each step is completed in seconds, and the entire process is done within a day:

how to increase productivity with automated workflows

And that’s just one example of the numerous ways workflow automation tools can be used to quickly complete repetitive tasks. In fact, many organizations have come to rely on automated workflows so much that they now use workspaces dedicated specifically to managing the flow of information.

Form Portals

The more comfortable you get with form templates and form-building features, the more likely you are to lean on forms to get things done. However, there is a catch. The more forms you have, the more data there will be to manage. And that's when things can get a bit tricky: You ask employees or customers to fill out an online form, but end up devoting hours to sending follow up emails and tracking down stragglers.

This is where Formstack Portals come in.

This special feature allows you to organize all of your forms into a central hub where you can set deadlines and reminders, once again alleviating your workload:

how to increase productivity with Formstack Portals

There are so many ways to leverage customer-facing forms—from marketing and sales to customer support and event registrations—that it can be easy to overlook the most essential uses for your internal team. But once you start using online forms to boost efficiency in the workplace, you’ll wonder how you ever survived without them.

Interested in other workplace productivity tips and best practices? Grab your copy of our Workplace Productivity Report now to discover more ways to get work done more efficiently.

When you think about building an online form, what image comes to mind? 

You might picture something like this:

form templates lead generation

Or this:

form templates customer feedback

Or this:

form templates event registration

These tend to be the most common uses for online forms. After all, your company needs customer data—so it's only natural that you'd create online forms to collect it. Feedback surveys, registration forms, donation forms, lead generation forms, and patient intake forms all serve this purpose, as do many other types of customer-facing forms.

But have you ever used online forms to increase productivity internally? If not, you’re missing out. Online forms can open your organization to a whole new world of workplace efficiency. 

At Formstack, we’ve put a lot of energy into creating form templates and add-ons that save time, automate repetitive tasks, and increase collaboration.

The following step-by-step guide explains exactly what you need to do to take advantage of them. 

Choose Your Form Templates 

This first step is incredibly easy. Instead of starting from scratch, simply peruse our pre-built forms to find the ones that work best for your business. 

The form-building experts at Formstack have created a library of more than 280 form templates based on best practices for various departments—human resources, IT, finance, marketing, fundraising, and event planning—and across numerous industries including healthcare, higher education, small businesses, agencies, nonprofits, and even government entities. 

Our collection of form templates is always expanding to cover a wide range of job responsibilities and departments. So no matter what you need to do, there's bound to be a template you can use.

Get Them Now: Check out our newest form templates!

Use Forms to Improve Processes

After you’ve selected your templates, the real fun begins.

When people fill out your form, they see something like this:

form templates patient intake

You, on the other hand, see this:

online forms from builder

Behind the scenes are all kinds of tools that can be used to turn your forms into productivity machines.

Want to have form submissions routed to different employees depending on who’s completing them? No problem. Need to capture and store signatures? You can do that, too. 

If you can think it, there’s almost always a way to do it.

There are also several methods you can use to increase productivity and boost efficiency—ones you probably haven’t thought of yet.

Here are two of our favorites:

Automated Workflows

By using a form builder add-on to automate workflows, you can erase many of your most repetitive manual tasks. Customer service and human resources are two great examples of areas where workflow automation can be highly beneficial.

For example, consider the employee review that typically takes days or weeks to complete. With an automated workflow, it looks more like this:

  1. An employee submits a self-evaluation 
  2. The evaluation is instantly sent to the manager for review
  3. As soon as the manager is done, it's automatically sent to human resources
  4. HR approves the recommended pay raise
  5. Payroll is automatically updated, and the salary increase is made official
  6. The employee receives an automated confirmation letter and a note of congratulations

Each step is completed in seconds, and the entire process is done within a day:

how to increase productivity with automated workflows

And that’s just one example of the numerous ways workflow automation tools can be used to quickly complete repetitive tasks. In fact, many organizations have come to rely on automated workflows so much that they now use workspaces dedicated specifically to managing the flow of information.

Form Portals

The more comfortable you get with form templates and form-building features, the more likely you are to lean on forms to get things done. However, there is a catch. The more forms you have, the more data there will be to manage. And that's when things can get a bit tricky: You ask employees or customers to fill out an online form, but end up devoting hours to sending follow up emails and tracking down stragglers.

This is where Formstack Portals come in.

This special feature allows you to organize all of your forms into a central hub where you can set deadlines and reminders, once again alleviating your workload:

how to increase productivity with Formstack Portals

There are so many ways to leverage customer-facing forms—from marketing and sales to customer support and event registrations—that it can be easy to overlook the most essential uses for your internal team. But once you start using online forms to boost efficiency in the workplace, you’ll wonder how you ever survived without them.

Interested in other workplace productivity tips and best practices? Grab your copy of our Workplace Productivity Report now to discover more ways to get work done more efficiently.

Heather Mueller
Heather is a website copywriter and digital content strategist who loves helping brands generate leads through the power of the written word—especially when using Formstack. Connect with Heather on Twitter @heathermueller.
More Articles
Meet The Host
CEO of
Connect
Chris is on a mission to turn people into great leaders. He's passionate about helping problem solvers see more value in the work they do every day.