✦ Feature — automation & dynamic workflows

Automation and dynamic workflows for your process.

Design the workflow your projects actually follow — custom stages, conditional transitions and approval gates — so the right steps happen in the right order every time, without chasing anyone.

The problem

The process lives in people’s heads, not the tool.

Steps get skipped

Without an enforced flow, approvals and checks get missed under pressure — and it’s caught too late.

Every project runs differently

When the process isn’t built into the tool, each project manager does it their own way, and quality drifts.

Endless manual chasing

Someone has to remember to move work forward, assign the next person and ask for the next approval — by hand.

How Taskity helps

Build the workflow once — it runs itself.

Define custom stages and the rules for moving between them — who can approve, what conditions must be met — so work flows the right way automatically, on every project.

🔀

Custom workflow stages

Design the exact stages your work moves through, per project type — not a fixed template.

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Conditional transitions

Rules decide when work can move on — based on role, field values and approvals.

🛡️

Approval gates

Require the right sign-off before work advances, so nothing skips a critical step.

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Role-based rules

Control who can move, approve or edit at each stage, so responsibility is clear.

⏱️

SLA timers

Put a clock on each stage so slipping work is visible before it becomes a problem.

🎛️

Visual builder

Design and adjust workflows in a visual builder — no code, no waiting on IT.

FAQ

Automation & workflows, answered

What is workflow automation?

Workflow automation builds your process into the tool: custom stages, rules for moving between them, and gates that require the right approval — so the correct steps happen automatically on every project, instead of relying on people to remember them.

Can I build custom workflows in Taskity?

Yes. You can design custom stages and the transitions between them in a visual builder, with conditional rules based on role, field values and approvals — no code required.

Can workflows enforce approvals before work moves on?

Yes. Approval gates and conditional transitions require the right sign-off or conditions before work advances, so critical steps can’t be skipped under pressure.

Do the same workflows apply across all projects?

You can standardise a workflow so every project runs the same way, or tailor different workflows to different project types — consistency where you want it, flexibility where you need it.

Build your process in once.

Dynamic workflows that run the right steps automatically, on every project. No credit card required.

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