How it works
Create a workflow once, assign tasks, and reuse it for onboarding, checklists, or any repeatable process.
1. Create a workflow
Define the steps, task types, and any decision points.
2. Assign owners
Invite people, set expectations, and track progress in one place.
3. Reuse and improve
Turn successful workflows into templates for the next team.
Task types at a glance
Mix and match task types to build the exact workflow you need. Each type keeps progress visible and actions clear.
Standard task
A simple checklist item with instructions and a clear owner.
Linked workflow
Kick off a related workflow (like equipment setup or security training) as part of a larger plan.
External action
Point to docs, tickets, or third-party tools with a single click.
Upload request
Collect files like IDs, signed forms, or project assets.
Confirm fields
Verify details like name, role, or mailing address and capture updates when they change.
Choice task
Branch the flow based on an answer (OS selection, team preference, hardware needs).
Checklist workflow
Bundle tasks into a single checklist with clear completion tracking.
Due dates + reminders
Automatic nudges for tasks that are overdue or coming up soon.
Approvals + sign-off
Require manager or legal approval before a workflow can advance.
Automation triggers
Create tickets, send Slack messages, or provision accounts when tasks complete.
Role-based visibility
Show different steps to admins, managers, or assignees.
Analytics
Track completion time, bottlenecks, and best-performing templates.
Template library
Share workflows across teams and import best practices with one click.
How TaskRamp FAQs
What can I build in TaskRamp?
Anything repeatable: onboarding, compliance checklists, surveys, approvals, and team playbooks.
Can workflows include multiple owners?
Yes. Assign tasks to individuals or teams so every step has clear ownership.
Do workflows work for non-HR teams?
Absolutely. TaskRamp is built for any task-driven process across HR, IT, operations, and finance.