Feature

Reports that understand the work and the context.

Create operational dashboards from saved views across tasks, relationships, workflows, revenue, apps, and teams.

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6

Saved reports

1,248

Workflow runs

42

No-touch relationships

Workflow

How this works in Taskingos

  1. Choose source
  2. Filter records
  3. Save view
  4. Add widget
  5. Schedule report

Operational dashboards

Monitor task completion, overdue work, relationship health, revenue, and workflow reliability.

  • Task reports
  • Relationship health
  • Revenue
  • Workflow runs

Reusable saved views

The same saved view can power grids, dashboard widgets, exports, and workflow conditions.

  • Saved views
  • Widgets
  • Exports
  • Scheduled emails