There are three main ways for you to have information flow through into your project management system:
Using the email-in feature to send data to a particular workspace, project or client record
Connect a webform builder like Typeform and have the information emailed in or synced using Zapier
Use the webform feature that comes with some project management software systems
Side note: The main issue that we see clients have is trying to have information flow from a client and then update the existing client project or record in their system. Updating a project or adding a comment through email or a sync is quite common but trying to link the information to a particular client record can be quite difficult.
In terms of project management software that includes the option for webforms, the two main systems that we recommend are:
From these two options, Podio offers more webform styling options and also allows you to have a webform be used to partially complete a client project or client record which can be helpful when you want a client to complete some details and then have staff internally complete the rest of the information.
There comes a stage in every business where they need to upgrade their email and ensure their whole team is using email as efficiently as possible. For some teams, it’s setting up a Gsuite account and getting personal emails for the team but for other teams, especially the ones that was instant transparency with their …
We love a good redesign and it looks like Peppermint Magazine has a new masthead for their Australian magazine. Previously they’d be using a custom typeface designed by the amazing Gemma O’Brien but their new look sees them switching to a semi-bold version of the Hunter typeface, currently available on CreativeMarket, designed by New Tropical …
There’s ol’ school advice to move towards working “on” your business rather than working “in” your business. It is true but it often met by the thousand reasons why there will never be enough time in the world to move away from doing your boatload of daily tasks. For any hope at moving towards, perhaps, …
Question: I’ve got an existing WordPress website, hosted through BlueHost and would like to connect my new Thinkific online course website to my WordPress website. What’s the best way? Answer: There are a few levels of integration depending on the customer experience you want your clients to have when reviewing and buying your Thinkific …
What the best software for creating webforms that send info to my project management software?
There are three main ways for you to have information flow through into your project management system:
In terms of project management software that includes the option for webforms, the two main systems that we recommend are:
From these two options, Podio offers more webform styling options and also allows you to have a webform be used to partially complete a client project or client record which can be helpful when you want a client to complete some details and then have staff internally complete the rest of the information.
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