1Start with structure
Connected records
Every relationship can carry tasks, files, notes, payments, workflows, and related entities.
Feature
A relationship management system for operations.
Move beyond contact lists. Taskingos models people, companies, projects, deals, vendors, assets, and custom entities as connected records.
12Entity types284Linked records3.8kTimeline events
What this page gives you
A practical operating model, not vanity metrics.
Relationship Management should tell a buyer what they can actually run in Taskingos: the records they need, the handoffs the team owns, and the reports that show what needs attention.
Example workflow
A simple model for how this process can move through Taskingos.
1. Create record
Start relationship management with the record, request, customer, or task context the team needs before work moves.
2. Link entities
Use this stage to collect context, update status, and keep relationship management moving through the workspace.
3. Attach tasks
Use this stage to collect context, update status, and keep relationship management moving through the workspace.
4. Log notes
Use this stage to collect context, update status, and keep relationship management moving through the workspace.
5. Run workflow
Close the loop with owner accountability, saved views, and reporting so the next action is visible.
Connected recordsConnected records
Every relationship can carry tasks, files, notes, payments, workflows, and related entities.
- People
- Companies
- Projects
- Deals
Relationship graphRelationship graph
See how customers, contacts, projects, assets, vendors, and tasks connect.
- Graph view
- Timeline
- Linked tasks
- Context drawer
What data must the team trust for this workflow?
Relationship Management should become visible through concrete records, task ownership, stage movement, and operating reports.
Who is responsible when the work changes stage?
Relationship Management should become visible through concrete records, task ownership, stage movement, and operating reports.
Which saved views make the next action obvious?
Relationship Management should become visible through concrete records, task ownership, stage movement, and operating reports.
Which signal proves the workflow is healthier?
Relationship Management should become visible through concrete records, task ownership, stage movement, and operating reports.
FAQ
What does Relationship Management help with?
Move beyond contact lists. Taskingos models people, companies, projects, deals, vendors, assets, and custom entities as connected records.
How is this different from a standalone tool?
Relationship Management connects the workflow to shared records, owners, tasks, and reports instead of creating a separate place for the team to check.
Can the workflow be customized?
Yes. Start with create record, then adapt fields, stages, owners, saved views, and reports such as entity types.
Put this workflow live in your workspace.
Start from a proven pattern, then tailor the records, tasks, automations, and reporting to how your team works.