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Taskforge / Workflow automation features

Workflow automation features

Build forms, route approvals, connect systems and track work in Taskforge. Explore the tools that turn a request into a managed business process.

Forms and data collection

Design forms with sections, required fields, choices and uploads. Use submitted answers in later steps instead of asking people to enter the same information again.

Explore forms and data collection

Visual workflow design

Connect forms, approvals, conditions, loops and notifications. Decide which path runs based on the information in a request.

Explore visual workflow design

Ask Roci AI assistance

Describe a process or form in plain language. Review the proposal, apply it to your draft, and check it before publishing.

Explore ask roci ai assistance

Dashboards and DataReader

Explore form and process data, apply filters and share dashboards with the right people. External data connections support reporting across systems.

Explore dashboards and datareader

Documents and signatures

Include document review and signing in the process. Follow signer status and route work according to the configured outcome.

Explore documents and signatures

Approved plugins

Add remote workflow nodes and extend supported properties without replacing the workflow engine. Administrators control registration and access.

Explore approved plugins

Start with one real process

Tell us what your team collects, who approves it, and what should happen next. We can discuss how it fits Taskforge.

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TaskForge unifies workflow automation, document management, and process orchestration into a single, secure platform.

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