Taskforge frequently asked questions

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.

Contact Taskforge for current pricing, available capabilities and support terms. External messaging, AI and plugin providers may have separate costs.

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.

No. It means the response was accepted. The process may still be running, waiting for another person or calling a connected service. Check the request status and activity.

Configure a signing step with a document and recipients. The process can use the signature result to continue along the configured route. Confirm any legal requirements for your use case.

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.

Use supported connectors, HTTP API steps and webhooks. Your organization must configure provider accounts, credentials and permissions for the actions it needs.

Yes. Configure a WhatsApp sending action rather than an AI conversation. You still need an authorized provider connection and must follow the provider’s template and messaging requirements.

DataReader supports selecting datasets from forms, processes and supported external sources for reporting. Use fields and filters to build views that answer your team’s questions.

Dashboards can be shared using the configured access controls. Verify the organization, audience and underlying data permissions before sharing.

It is a workflow step that calls a separately hosted HTTPS service. Taskforge sends configured inputs and execution identifiers, then makes the returned outputs available to later steps.

An Owner or Admin in the relevant organization uses Settings → Developer to register the manifest, run staging tests and enable the approved version. A developer supplies any remote service.

No. Verification checks the manifest, supported settings and connection rules. An external service can still misuse data or return incorrect results. Review the provider and send only the data it needs.

Supported property extensions can configure selected settings on existing nodes. Form display adapters change supported presentation settings; they are not arbitrary scripts or a replacement for form permissions.

Yes. Taskforge supports organization-specific users, groups, permissions and configuration. Confirm the active organization before creating connections or approving plugins.

No software feature alone establishes compliance. Review your requirements, policies and agreements with the appropriate specialists and discuss the needed controls with Taskforge.