Tasks
Tasks are the things that your processes "process". It could be a customer request, a product order, a support ticket, an event to process, a marketing post, etc.
Example: someone who is using Procly to schedule intro calls for their business would have a process to: collect the customer's information, qualify the customer, schedule the call, and follow up with the customer after the call. Each customer request for an intro call would be a Task.
Tasks can be created in a few different ways:
- A form or button on your website - Each process has a way to generate a form or button that you can embed on your website that will create a new Task when submitted.
- Email - A Task can be created when an email is sent/forwarded to a specific email address. Each of your processes has a unique email address that you can send an email to to create a new Task.
- A webhook - A webhook is a URL that you can send a POST request to with a JSON payload that will create a new Task. This is useful for integrating with other systems like CRM, Slack, Github, etc.
- On a schedule - A Task can be created on a schedule, like every day at 9am, every month on the 1st at midnight, etc.
- Manually - Someone in your organization can create a Task manually by clicking a button or link.
Tasks have data associated with them that is used to execute the task. This data is stored in the Task Fields. Think of each Task like a row in a spreadsheet, but the cells (called Fields) can hold more complex data than a typical spreadsheet.
Example: If your Task is a vendor onboarding, its Fields might include: company name, primary contact, tax ID, compliance certifications, insurance documents, pricing terms, assigned internal owner. The compliance stage sees certifications and insurance docs but not pricing terms; the procurement stage sees company information and pricing but not tax IDs.
Tasks can be run in multiple Stages of your process at the same time (in parallel), can be run totally sequentially (one stage done and approved before the next stage can start), or a mix of both. This is determined by the rules you set in the orchestration of the stages in a process.
Tasks are Work Items. Work Items are automatically tracked for precise time insights and powerful performance metrics.
With Procly, gain deep visibility into your workflows and team efficiency, including:
- Stage-specific durations: Track how long tasks spend in each phase, plus any waiting time between stages, during approvals, or awaiting customer responses
- End-to-end delivery metrics: Measure total lead time (or turnaround time) from creation to completion, as well as cycle time for active work periods
- Error and rework rates: Identify quality trends and improvement opportunities across processes
- Throughput analytics: Monitor completion rates by stage, by individual contributors (team members or AI agents), and across your entire organization
Empower your team with actionable data to eliminate bottlenecks, accelerate delivery, and drive continuous improvement—all captured effortlessly in the background.