Taskforge workflow capabilities
Explore the parts of Taskforge that connect information, decisions and actions. Start with a process your team already understands.
External database connections
Connect supported external databases to Taskforge workflows and reporting using managed credentials and controlled access.
Explore external database connectionsExternal data for workflows and reporting
Bring external data into Taskforge reporting and processes through supported connections.
Explore external data for workflows and reportingAsk Roci AI workflow and form builder
Use Ask Roci in Taskforge to draft workflows and forms from plain-language instructions, then review and refine the result.
Explore ask roci ai workflow and form builderOperational continuity workflows
Coordinate incident requests, reviews and follow-up actions with Taskforge workflows.
Explore operational continuity workflowsDocument approvals and electronic signatures
Include document review and signing in Taskforge workflows and follow the configured approval and signature outcomes.
Explore document approvals and electronic signaturesManaged workflow credentials
Manage external connection credentials and control their use in Taskforge workflows.
Explore managed workflow credentialsWorkflow integrations
Connect Taskforge workflows to external services through supported connectors, HTTP requests and webhooks.
Explore workflow integrationsForms and data collection
Build Taskforge forms with sections, validation, uploads and reusable answers for workflow steps.
Explore forms and data collectionWorkflow collaboration
Let teams maintain and review Taskforge workflows with shared process context.
Explore workflow collaborationWorkflow permissions and governance
Control access to Taskforge workflows, forms, dashboards and connections through organization permissions.
Explore workflow permissions and governanceMultiple organizations in Taskforge
Manage work in separate Taskforge organizations with their own users, permissions and configuration.
Explore multiple organizations in taskforgeNo-code workflow design
Design approval workflows in Taskforge with forms, conditions, loops and notifications. Build the process visually and follow each request as it progresses.
Explore no-code workflow designProcess communication tracking
Keep request comments, activity and supported communications connected to the relevant Taskforge process.
Explore process communication trackingDashboards and DataReader
Use Taskforge DataReader to explore forms, processes and connected data through filtered dashboards.
Explore dashboards and datareaderWorkflow plugins and remote nodes
Extend Taskforge with approved remote workflow nodes and supported property extensions, controlled by your organization’s administrator.
Explore workflow plugins and remote nodesStart 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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