Taska module
Templates, runs and steps to the finish line
Design templates with steps and roles, launch instances and see the current step. Completed chains and tasks stay in one place — no chaos across chats and spreadsheets.
Contract approval
No description
Who it's for
Process owners and operations directors who need to formalize “how we work” and remove chaos.
Templates · Running · Completed
From template card to instance tasks
Tile and list views, versions, active and completed runs — like the product, plus the step and diagram builder.
Template library
Cards with step count, version and run counters; open and edit in a couple of clicks.
Running instances
Current step, task progress and Active status; from the header — new template or start a process.
Completed chains
Step timeline with completion marks, roles and assignees; instance task list with statuses.
Steps and diagram
Name, description, Steps and Diagram tabs: visual chain and save without developers.
Builder
Process editor in the UI
The same window as in the demo: draft, steps as a diagram and a save action.
Process name
Description
Process visualization. Edit steps and links on the Steps tab.
Key Features
What the processes module does together with tasks and the rest of the system.
Visual editor: blocks, conditions, branches without code.
Triggers: new application, status change, date, amount threshold, login from Telegram.
Automatic actions: create a task, send a message, change a stage, issue an invoice.
Parallel and sequential branches, timeouts and escalations.
Progress log: who completed the step and when, where it got stuck.
Versioning and copying processes for new product lines.
See what’s inside
What the Business processes core includes.
Out-of-the-box process editor without programmers
Triggers: new order, status, date, amount
Automatic tasks, emails and reminders
Log of execution of each process step by step
Examples of attack scenarios
Automation examples without programmers.
New lead: automatic task to the manager, letter to the client, reminder in 24 hours.
If the transaction > N amount - additional approval from the director and a task for the lawyer.
Employee onboarding: checklist from HR, IT and access with deadlines by day.
Other Taska modules
Processes spawn tasks and connect to the funnel, finance and warehouse.
Taska Bot
bot
Good morning! Summary for today:
- • 3 new applications
- • 2 contracts to sign
- • Meeting at 14:00
Integration
Alerts and control
on Telegram
Tasks and transactions live in Taska, and key notifications come to Telegram. The manager sees the business picture where the team is already located.
Instant alerts
A new application, an overdue task or payment - immediately in Telegram.
Status management
Change deal stages and task statuses directly from the chat.
Brief reports
Summary of revenue and tasks in a convenient format according to the schedule.
Stop losing leads out of the blue.
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Launch in 14 days
MVP version in 2 weeks
Mobile First
Convenient from your phone
Personal account
For you and employees
Guarantee
24/7 support
Frequently asked questions
Everything you wanted to know about development but were embarrassed to ask.
We launch the basic version (MVP) in 14 days. This allows you to immediately start working and receiving data. Complete setup of a complex turnkey ERP system usually takes from 1 to 2 months depending on number of modules.