Create multi-part forms for data capture. Workflows allow project teams to take any process document that might be tracked in Word or Excel, and transform it into a dynamic form within Project Insight.

Workflow Example
  • Capture project requirements, charters, ideas, stage gates and more using online forms
  • Control editing and changing of steps in the process
  • Report on all information in your forms
  • Print to PDF
Data Input Options
Choose from a plethora of data inputs like HTML editors, drop-downs, radial buttons, checkboxes, date pickers and much more!
Add Approvals to Workflow
Route multi-part forms to approvers.

Approvals may be required or not, sequential and approvers may be defined in advance on the form.
Apply Visibility Rules to Workflows
Apply 'visibility rules' to drive the fields that appear in the form.
Ready To Get Started?