What is ProntoForms Teamwork?

The ProntoForms TeamworkClosed ProntoForms Teamwork is an Enterprise tier feature that enables mobile users to transfer icomplete forms for other users to complete as part of a multi-user workflow. This can be useful for jobs that require someone else's expertise or that span multiple shifts. feature enables mobile users to transfer incomplete forms for other users to complete as part of a workflow. Users can transfer forms directly to other users, or they can submit them as incomplete. Team members can claim forms submitted as incomplete, or supervisors can reassign the incomplete forms from the Web Portal. This topic describes the ProntoForms Teamwork feature and what it can be used for.

Supported on the Enterprise tier only:

Essentials
Advanced
Enterprise

ProntoForms Teamwork

The ProntoForms Teamwork feature supports team collaboration by enabling your mobile users to transfer forms between them. With the ProntoForms Teamwork feature, it's easy to implement a multi-user workflow.

Some jobs require more than one technician to complete an assignment. Your mobile workforce can submit incomplete forms for other team members to complete. Supervisors or team leads can track the work’s progress in the Web Portal and take action (unassign or reassign work) as needed.

Note: This feature supports consecutive workflows. Only one mobile device user at a time can “own” a form.