External data for workflows and reporting

Bring external data into Taskforge reporting and processes through supported connections.

Combine process context and business data

A request may need supplier, customer or inventory information from another system. Use a configured connection instead of maintaining another manual copy.

Select the data you need

Choose the source and fields relevant to the task. Apply filters to limit results and avoid sharing unnecessary information.

Check the source contract

Confirm permissions, field names and provider limits. A changed source schema can require updates to the workflow or report.

Explore more

Explore Taskforge features, read common questions, or talk to the team about your process.