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Top Rated Forms Automation Software with Task Management in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Task management enables efficient assignment, tracking, and completion of tasks. It streamlines workflows, supports collaboration, ensures deadlines are met, and helps organize and prioritize work, improving overall productivity and accountability. Our reviewers in forms automation software rated this feature as important.

5 Best Forms Automation Software with Task Management

Product
User rating
Starting price
Wrike logo
4.4
(2.8K)
10
per user/per month
learn more
Smartsheet logo
4.5
(3.4K)
12
per user/per month
learn more
Jotform logo
4.7
(2.7K)
39
flat rate/per month
learn more
Google Workspace logo
4.7
(17.4K)
7
per user/per month
learn more
monday.com logo
4.6
(5.7K)
9
per user/per month
learn more

See other top Forms Automation products with task management

How we picked the 5 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the Forms Automation software category. They also needed to have sufficient reviews about task management, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for task management, and Highly rated for free version. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 5 best products

Wrike logo
Reviews Sentiment
 
 
 
1-2(95)
3-4(1,286)
5(1,502)
Key Features
Customizable Forms4.6
Customizable Fields4.6

User insights about the task management feature

Reviewers indicate Wrike's task management is effective and user-friendly, with features like customizable workflows, Gantt charts, and multiple views. They appreciate the ability to assign tasks, set priorities, and track progress. Users find the integration with time reporting and notifications helpful, though some feel the interface could be more intuitive.

See related user reviews

“I really like the sub task features because they allow me to add sub tasks, assign tasks to people, and let them update. It makes tracking simple for us. The writing aids in our mutual understanding.”
mg

merve g.

BUSINESS ANALYST

“Each project allows my team and I to see progress on tasks, set deadlines, give updates and tag those relevant to each task and more.”
HH

Haley H.

Account Executive

Starting price
10per user /
per month
learn more
Pros and Cons based on 2,883 verified reviews

Enhanced team productivity

Flexible workflow customization

Customizable dashboards

Effective gantt charts

Comprehensive project tracking

Prohibitive pricing concerns

Frequent bugs and updates

Restrictive user access

Overwhelming email notifications

Unresponsive customer support

See pros and cons details
Smartsheet logo
Reviews Sentiment
 
 
 
1-2(47)
3-4(1,386)
5(2,046)
Key Features
Customizable Forms
Customizable Fields4.6

User insights about the task management feature

Reviewers feel Smartsheet's task management is comprehensive and flexible, with capabilities like automation, reminders, and multiple view options. They appreciate the ease of assigning tasks, tracking progress, and collaborating in real-time. Users mention the tool's similarity to Excel and its integration with other software, though some find it complex for simple tasks.

See related user reviews

“We are able to assign tasks as our sheets are populated and send alerts keeping our team in sync and aware of upcoming critical dates.”
RW

Robin W.

Director of Operations

“Allowing me to set up my projects in the way I want or the way the stakeholders require is key to my success. Smartsheet makes breaking down work into individual tasks so incredibly easy! I can nest tasks, report on top level items, drill down or pull back and look at the overall picture seamlessly and quickly to give a clear and complete understanding to the project's progress. I love the ability to logic tie, baseline, and easily group tasks! Smartsheet shines very very brightly in task management.”
TM

Tanner M.

Senior Project Manager

Starting price
12per user /
per month
learn more
Pros and Cons based on 3,479 verified reviews

Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details
Jotform logo
Reviews Sentiment
 
 
 
1-2(41)
3-4(700)
5(2,040)
Key Features
Customizable Forms4.7
Customizable Fields4.7

User insights about the task management feature

Reviewers note that Jotform's task management is not a primary feature but find it useful for organizing tasks and staying updated. They appreciate the ability to assign tasks to collaborators and integrate with other platforms. However, many users do not utilize this feature extensively, relying on other software for task management.
Verified reviewer profile picture

See related user reviews

“Jotform can help you assign specific task to collaborators in specific section of the project you are designing”
Verified reviewer profile picture

Alliance F.

Consortium Coordinator

“If there is a safety issue or something that needs to be addressed in a timely manor, JotForm alerts everyone that needs to be involved instantly.”
JT

John T.

Manufacturing Manager

Starting price
39flat rate /
per month
learn more
Pros and Cons based on 2,781 verified reviews
Verified reviewer profile picture

Effortless form creation

Efficient survey development

Convenient diGital signatures

Restrictive usage limits

High cost for advanced features

See pros and cons details
Google Workspace logo
Reviews Sentiment
 
 
 
1-2(165)
3-4(4,154)
5(13,151)
Key Features
Customizable Forms4.5
Customizable Fields4.3

User insights about the task management feature

Reviewers highlight Google Workspace's task management as simple and effective, particularly through Google Tasks and Google Keep. They appreciate the integration with Google Calendar and other Google apps, which helps in tracking and organizing tasks. However, some users find it lacks advanced features compared to dedicated task management tools.

See related user reviews

“Task management in Google Workspace is simple and effective, allowing me to create, assign, and track tasks easily within Google Docs, Sheets, or Google Tasks. It helps keep everyone on track and ensures nothing falls through the cracks.”
GH

Grace H.

manager

“Task management within a product like Google Workspace streamlines workflow, boosts productivity, and ensures organized execution of projects and responsibilities.”
mm

mohamed m.

ibn zohr

Starting price
7per user /
per month
learn more
Pros and Cons based on 17,470 verified reviews

Effective remote teamwork

Enhanced workflow efficiency

Accessible cloud storage

Seamless document sharing

Seamless app integration

Dependence on internet

Inconsistent customer support

High costs and limitations

Complex account management

Challenging file management

See pros and cons details
monday.com logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,936)
5(3,713)
Key Features
Customizable Forms4.6
Customizable Fields4.5

User insights about the task management feature

Reviewers appreciate monday.com's task management capabilities, highlighting its ease of use, customizable boards, and real-time updates. They find it simple to assign tasks, track progress, and collaborate across teams. Users value integrations with Slack, Zoom, Microsoft Teams, and Google Drive. However, some mention a need for more advanced features and better handling of subtasks.

See related user reviews

“In our fully remote team environment, we have the advantage of knowing precisely which tasks have been assigned to whom, along with their respective deadlines. This comprehensive visibility makes it a breeze to manage expectations and ensure smooth coordination.”
CJ

Chevon J.

Project Manager

“I love that monday.com allows me to manage a task with my team; I can easily integrate it with Gmail/slack to make reminders with a user or channel, and it makes it super easy to complete team tasks; I also enjoy that I can see each progress made by a member. ”
NR

Noxolo R.

Student

Starting price
9per user /
per month
learn more
Pros and Cons based on 5,720 verified reviews

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details

Other Top Rated Forms Automation Software with Task Management in 2026

Google Workspace logo

Collaboration application suite for teams

learn more
Google Workspace is a suite of applications from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data from all devices.

Read more about Google Workspace

Users also considered
Docusign logo

Electronic signature & document approval software

learn more
Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

Read more about Docusign

Users also considered
Connecteam logo
Category Leaders

Enhance employee management with the only all-in-one app

learn more
An all-in-one forms automation app that's powerful, affordable, and easy to use, especially for the mobile workforce. Start for free!

Read more about Connecteam

Users also considered
monday.com logo

Project management software

learn more
Digitize your forms and turn responses into workflows easily with monday's no-code platform. Start easily with a pre-made template, and easily change, edit or add what you need to fit your workflow. Create your forms in minutes, and embed your form anywhere or share a link to get responses instantly

Read more about monday.com

Users also considered
Jotform logo
Category Leaders

Cloud-based form builder tool for digital forms.

learn more
Jotform helps you create online forms and collect data, all without needing to write a single line of code.

Read more about Jotform

Users also considered
Smartsheet logo

Online work execution platform for businesses of all sizes

learn more
Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

Users also considered
Wrike logo

AI powered workflow management platform

learn more
Wrike is an AI-powered enterprise work management platform that enables teams to build, connect, and scale workflows with comprehensive visibility. The software offers task management, resource planning, and visual collaboration tools alongside AI agents that automate routine tasks. Wrike integrates with numerous applications including Microsoft, Google, and Adobe products while providing enterprise-grade security with role-based access control.

Read more about Wrike

Users also considered
UpKeep logo

Asset operations management software for businesses

learn more
UpKeep is an asset operations management solution combining CMMS, EAM, and APM. It is designed for maintenance, reliability and operations teams and allows users to manage their team, assign work orders, sync devices, and more.

Read more about UpKeep

Users also considered
MaintainX logo

AI-driven maintenance & asset management platform

learn more
MaintainX is an AI-powered maintenance and asset management software designed for industrial teams. The platform enables organizations to create and track work orders, manage preventive maintenance schedules, and monitor parts inventory across multiple sites. MaintainX integrates IoT sensors for real-time equipment monitoring and provides customizable reporting tools that transform operational data into actionable insights for reducing downtime and improving efficiency.

Read more about MaintainX

Users also considered
PandaDoc logo

Cloud-based tool for creating, editing and signing documents

learn more
PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs.

Read more about PandaDoc

Users also considered
Process Street logo
Category Leaders

AI-enabled compliance operations platform.

learn more
Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

Read more about Process Street

Users also considered
Zoho Projects logo

Project Management, Collaboration and Bug Tracking

learn more
Zoho Projects is an online project management tool that is designed to help businesses of any size and industry create, organize and manage work items while amping up productivity and delivering projects of excellence.

Read more about Zoho Projects

Users also considered
Bitrix24 logo

All in one business management workspace

learn more
Bitrix24 #1 free form builder used by over 12 million companies worldwide. External (website) and internal (requests) forms. Natively integrated with Bitrix24 CRM and form automation features.

Read more about Bitrix24

Users also considered
Weave logo

Customer communication and appointment scheduling solution

learn more
Weave is the all-in-one customer communications and engagement platform for small and midsize business. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey.

Read more about Weave

Users also considered
SiteDocs logo

Cloud-based digital workplace safety and compliance solution

learn more
SiteDocs Safety Management Software helps companies streamline operations with digital forms, ensure compliance with real-time monitoring, and reduce injuries with advanced analytics.

Read more about SiteDocs

Users also considered
TrueContext logo

The field service workflow platform for the connected worker

learn more
TrueContext is the field service workflow platform for today’s connected worker. It enables frontliners with smart, context-aware forms and AI-augmented mobile workflows, unlocking technician mastery and productivity at scale.

Read more about TrueContext

Users also considered
Jolt logo

Comprehensive digital food safety & operations software

learn more
Create any type of digital form. Digitize your current forms and distribute them to your employees instantly. Our easy to use setup features allow you to get up and running in minutes. Setup scoring, points, corrective actions and processes to ensure that your operations run smoothly every time.

Read more about Jolt

Users also considered
Pipefy logo

Cloud-based and AI-powered process orchestration platform

learn more
Pipefy is a business process orchestration and automation platform that enables teams to digitize workflows using AI agents and no-code tools. The platform features customizable workflow builders, pre-built AI agents for various departments, and integration capabilities with enterprise messaging systems like WhatsApp, Teams, and Slack. It includes process management tools, custom forms and portals, analytics dashboards, and enterprise-grade security with regulatory compliance features.

Read more about Pipefy

Users also considered
Formaloo logo
Category Leaders

Your Business Data OS

learn more
Stop collecting data through boring forms. Start building apps & live presentations that actually engage your audience.

Read more about Formaloo

Users also considered
Fulcrum logo

Fulcrum – built for the field, elevated by AI.

learn more
Fulcrum is a field-first SaaS platform that automates field data collection and inspections. It streamlines workflows, integrates with GIS, and uses AI-powered tools like FastFill to boost accuracy and efficiency. Trusted globally, Fulcrum helps teams work smarter and drive digital transformation.

Read more about Fulcrum

Users also considered
Jotform Sign logo

Powerful Forms Get It Done

learn more
Trusted by over 10 million users, Jotform's form builder is the easy way to create and publish online forms from any device.

Read more about Jotform Sign

Users also considered
WorkBright logo

Streamlining the offer-to-onboarding path

learn more
Tired of slow, complex hiring? Meet WorkBright–the advanced electronic onboarding and I-9 software designed as an extension of your HR team.

From handling Form I-9 to tracking down missing forms, their onboarding tools streamline the process so you’re always moving effortlessly forward.

Read more about WorkBright

Users also considered
Award Force logo

Awards management software

learn more
Award Force is award-winning software for forms automation to manage submissions online.

Designed for performance and function, its fast, secure and a great experience for submitters, evaluators and form managers.

Read more about Award Force

Users also considered
SafetyCulture logo

Cloud-based inspection tool for mobile inspections

learn more
SafetyCulture is a cloud-based inspection solution that allows users to conduct inspections, capture issues, and manage corrective actions across their organization. The platform's drag-and-drop template builder makes it easy to convert existing paper checklists or Excel spreadsheets into smart, customizable inspection forms. Users can add logic to these forms to streamline the inspection process by showing or hiding fields based on responses.

Read more about SafetyCulture

Users also considered
Caspio logo

Build online database applications without coding.

learn more
Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

Read more about Caspio

Users also considered

Key features for Forms Automation software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Customizable Forms: Users value the ability to tailor forms to specific needs, using themes, branding, and various question types for diverse purposes. 95% of reviewers rated this feature as important or highly important.
  • Customizable Fields: Reviewers highlight the flexibility to create specific data fields, ensuring accurate and relevant information collection for various needs. 94% of reviewers rated this feature as important or highly important.
  • Forms Creation & Design: Users appreciate the ease of creating and designing forms with customizable templates, themes, and various layout options to suit business needs. 92% of reviewers rated this feature as important or highly important.
  • Mobile Access: Reviewers emphasize the convenience of accessing, editing, and submitting forms from mobile devices, ensuring productivity on the go. 92% of reviewers rated this feature as important or highly important.
  • Process/Workflow Automation: Users find automation features crucial for streamlining workflows, reducing manual tasks, and enhancing overall efficiency. 88% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Reviewers highlight the importance of electronic signatures for quick, secure document signing, and efficient verification processes. 85% of reviewers rated this feature as important or highly important.