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.
Grab a coffee, it’s late Friday morning and you’re getting admin done. Scan the forms, update the spreadsheets, send emails and make some phone calls. There will always be some mindless busy work but, if you’re like 90% of the population, you’re doing too much. Your hourly wage isn’t producing a sustainable ROI and your …
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I’ve been experimenting with value-pricing in my freelancing work and have had my perceptions of value-based pricing turned around after listening to over 6 hours of podcast episodes. In the past, I always wanted to be the robin hood of pricing. Steal from the rich (those greedy freelancers who charge thousands) and give to the …
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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