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Forms and data collection

Build Taskforge forms with sections, validation, uploads and reusable answers for workflow steps.

Collect information consistently

Use text, dates, numbers, choices and files to capture what a process needs. Required fields help people submit complete requests.

Generate a draft with Ask Roci

Describe the form you want, review the proposed sections and fields, and apply the proposal to your draft. Check it before publishing.

Reuse answers downstream

Bind submitted values to approval conditions, notifications and connected actions. A change to a form should be tested against the workflows that depend on it.

Explore more

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

Table of Contents

  • Forms and data collection
  • Collect information consistently
  • Generate a draft with Ask Roci
  • Reuse answers downstream
  • Explore more
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