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.
If you’re using ConvertKit for your email marketing, here’s a quick tip that might help you make some money on the side. If you’re embedding a signup form on your website, you’ll copy/paste the code and you’ll see: You can remove the default “Powered By” text but a better idea would be to jump …
David Allen, the author of Getting Things Done, coined the term to describe one of the core steps of his “fundamental process”: Write down a project or situation that is most on your mind at this moment. Now describe in a single written sentence your intended desired outcome for this problem or situation. What needs …
Further details of question You are looking for someone to develop a website/web app that will have the following features: 1. Closed membership access platform consisting of members and service providers. 2. Members to be able to view services providers when accessing the backend/locked content and view their offered services/profiles 3. The ability for 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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