Taskforge brings your business together with
Intelligent Workflow Automation

Taskforge is a workflow automation platform for collecting information, routing approvals, managing process steps and reporting on work. It brings forms, documents, integrations and dashboards into the same process.

You can design forms and workflows with visual tools. Advanced API connections, external plugin services and some data integrations may need help from a developer or administrator.

Examples include purchase requests, expense claims, supplier onboarding, document approvals and internal service requests. Each process must be configured for your team’s rules and access requirements.

Choose one process, list the information it collects and the people who review it, then build and test a practice workflow. Contact the team to discuss access and setup.

Yes. The form designer supports common fields, sections, required answers and file uploads. You can use submitted values in later workflow steps.

A submission starts or continues a configured process. The engine follows the connected steps and conditions. When a human decision is needed, the request waits for the assigned action before continuing.

Yes. Bind the submitted value to a condition and configure the routes. For example, a higher-value expense can require an additional approval.

Configure rework and decision paths in the workflow so the requester can provide the required corrections. Test these paths alongside approvals and rejections.

Ask Roci is Taskforge’s AI assistant for drafting workflows and forms from plain-language instructions. Review its proposal, apply it to a draft and test before publishing.

Yes. Tell Roci the steps you want, who should approve each request and what should happen next. For example: collect an expense claim, send it to a manager, then notify the requester of the decision. Roci helps create a workflow draft and update an existing one. Review the steps and connections, set the right people and permissions, and test before publishing.

Roci can propose sections and common fields from your description. Review required fields and choices, then configure advanced rules, calculations or integrations in the designer where needed.

A proposal is reviewed before you apply it. Continue using the designer’s normal save and publish controls. Applying a proposal may use normal draft autosave.

Where available and enabled, Roci can use approved plugin components and supported property extensions. It cannot approve an unregistered plugin or create its external hosted service.