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.