Often used to capture New Project or Change Requests, our custom forms module also enables you to capture virtually any type of information.
By using the templates provided, as well as ones you create yourself, custom forms allows you to turn Easy Projects software into whatever you need it to be: a survey tool, an issue tracking software, a way for you to collect and process job applicants, or a way for your clients to request project proposals.
Custom forms are not only flexible, but simple to create. Pick a name, drag and drop the fields you want, and save. Here are just some examples of what you can do with custom forms:
CRM
HR Department
IT & Development
Project Management
Surveys & RFQs
Custom forms are powerful because they are easy to share and collect the information you need from team members or stakeholders. You can get input from people outside your company through a public URL, or you can make it internal and keep things private.
Once you have collected the data, you can either analyze as is, or convert any submission into tasks or projects with a single click.
As an added bonus, you can automatically apply a template to a newly created project or task. This way, collecting requests and proposals and turning them into fully actionable projects with any number of predefined steps takes seconds.
Custom Forms functionality is a huge time saver for any team working with incoming requests.
Want to see how these features can be personalized to best suit you and your team? Get started today!
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