Build Forms, Dashboards & Portals in Genesis (2025)

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Forms. Dashboards. Portals.

Three powerful tools to collect data, visualize insights, and serve clients—all built from your workspace.

Taskade Genesis makes it easy to build professional forms, interactive dashboards, and client portals—no code required.

TL;DR: Build forms, dashboards, and client portals with Taskade Genesis — no code needed. Connect them to automations, AI agents, and 100+ integrations to create complete business workflows. Try it free →

📋 Build Powerful Forms

Collect data, gather feedback, and capture leads with customizable forms that connect directly to your workspace. Forms integrate with automations and AI agents for intelligent processing.

What you can build:

Contact Forms — Capture leads and inquiries
Feedback Forms — Collect customer feedback
Survey Forms — Run surveys and polls
Booking Forms — Accept appointments and bookings
Registration Forms — Event and course registration

Features:

AI-Powered Analysis — Automatically analyze form responses with AI agents
Automation Triggers — Trigger workflows from form submissions
Custom Branding — White-label forms with your branding
Data Storage — Responses stored in your workspace projects
Real-Time Notifications — Get notified when forms are submitted

🌟 Example: A Contact Form that captures leads → Stores in CRM project → Triggers follow-up automation → Sends confirmation email—all automated.

👉 How to use: Create form → Customize fields → Connect to automation → Publish → Collect responses

Featured Form Apps:

Smart Feedback Form — AI-powered feedback collection
Appointment Booking System — Automated appointment booking
Consultancy Booking Form — Professional consultancy scheduling

📊 Interactive Dashboards

Turn your data into visual, interactive dashboards that update in real-time. Track metrics, monitor performance, and make data-driven decisions. Use projects as databases for structured data storage.

What you can build:

Business Dashboards — Track KPIs and business metrics
Sales Dashboards — Monitor sales performance and pipelines
Marketing Dashboards — Track campaign performance
Project Dashboards — Monitor project progress
Analytics Dashboards — Visualize data and trends

Features:

Real-Time Updates — Data syncs automatically from your workspace
Custom Visualizations — Charts, graphs, and metrics
Interactive Filters — Filter and drill down into data
Multi-Source Data — Combine data from multiple projects
Export Options — Export dashboards and reports

🌟 Example: A CRM Dashboard that tracks leads, deals, and sales performance—all updating in real-time from your workspace projects.

👉 How to use: Create dashboard → Connect to projects → Add visualizations → Customize layout → Share with team

Featured Dashboard Apps:

Neon CRM Dashboard — Track leads, deals, and sales performance
Finance Tracker Dashboard — Visual expense tracking and analysis
Team Capacity Planner — Optimize team productivity
Maintenance Tracker Dashboard — Streamline facility management
Support Rating Dashboard — Improve customer service quality

🏢 Client Portals

Give your clients a professional portal to access their projects, communicate with your team, and track progress—all in one place. Add custom domains for a branded experience.

What you can build:

Project Portals — Clients view project progress
Service Portals — Clients access services and resources
Communication Portals — Centralized client communication
Document Portals — Share documents and files
Billing Portals — Clients view invoices and payments

Features:

Custom Branding — White-label portals with your branding and custom domains
Secure Access — Password protection and access control
Real-Time Updates — Projects sync automatically
Client Communication — Built-in messaging and comments
File Sharing — Share documents and media files

🌟 Example: A Client Portal Dashboard where clients can view projects, communicate with your team, and access documents—all in one professional portal.

👉 How to use: Create portal → Add client projects → Customize branding → Set access controls → Share with clients

Featured Portal Apps:

Client Portal Dashboard — Comprehensive client management portal
Booking Portal — Client booking and scheduling
Testimonial Portal — Showcase customer success stories

🔄 Connect Forms to Dashboards

Build complete workflows: Forms collect data → Dashboards visualize it → Portals share insights. Power everything with advanced automation workflows.

Complete Workflow Example:

Form — Contact Form captures leads
Automation — Creates project, assigns to team, sends notification
Dashboard — CRM Dashboard tracks all leads
Portal — Client Portal shows client their project status

🌟 Example: Lead submits form → Automation creates project → Dashboard updates → Client portal shows progress—all connected.

👉 How to use: Build form → Connect automation → Create dashboard → Set up portal → Complete workflow

🎨 Customization & Branding

Make forms, dashboards, and portals match your brand. Custom colors, logos, and styling—all customizable. Learn about custom domains for professional branding.

What you can customize:

Colors & Themes — Match your brand colors
Logos & Images — Add your branding
Layouts — Customize layouts and structure
Fields & Components — Customize form fields and dashboard components
Domain — Use your custom domain

🌟 Example: White-label a Client Portal with your branding → Clients see your brand, not Taskade's.

👉 How to use: Open app settings → Customize branding → Add logo → Set colors → Apply custom domain

📱 Mobile-Friendly

All forms, dashboards, and portals work beautifully on mobile devices. Your clients can access everything from their phones. Download Taskade for iOS and Android.

Mobile Features:

Responsive Design — Works on all screen sizes
Touch-Optimized — Easy to use on mobile
Fast Loading — Optimized for mobile networks
Offline Support — Works offline when possible

🌟 Example: Clients can fill out forms, view dashboards, and access portals—all from their mobile devices.

👉 How to use: No action needed — automatically mobile-friendly → Test on your phone

🧩 Other Improvements

Forms & Data Collection:
- New: AI-Powered Forms — Automatically analyze form responses
- New: Custom Branding — White-label forms with your branding
- New: Automation Triggers — Trigger workflows from form submissions
- Better form validation and error handling
- Improved form analytics and insights
Dashboards & Analytics:
- New: Real-Time Dashboards — Data syncs automatically
- New: Custom Visualizations — Charts, graphs, and metrics
- New: Interactive Filters — Filter and drill down into data
- Better dashboard performance and loading
- Enhanced data visualization options
Client Portals:
- New: Custom Branding — White-label portals
- New: Secure Access — Password protection and access control
- New: Real-Time Updates — Projects sync automatically
- Better client communication features
- Enhanced file sharing capabilities
Taskade Genesis App Enhancements:
- New: Form Builder — Build forms easily
- New: Dashboard Builder — Create interactive dashboards
- New: Portal Templates — Pre-built portal templates
- Better mobile responsiveness
- Improved performance and loading
Improved security, stability, and overall speed
Various bug fixes and optimizations

Check all updates on the Changelog Forum.

🚀 Join the Community

Great things are built together. Your ideas, feedback, and creations shape the future of Taskade Genesis. Connect, learn, and build with us:

Forms. Dashboards. Portals.

Before: Build forms separately. Create dashboards manually. Set up portals with code.

Now: Build forms, dashboards, and portals—all from your workspace. No code required. Browse examples in the Community Gallery.

Your clients get professional portals. You get powerful tools.

Start building and exploring now

This is the origin of living software 🌱

— John Xie, Co-founder & CEO, Taskade

Frequently Asked Questions

Can I build forms with Taskade Genesis?

Yes. Taskade Genesis lets you create custom forms with multiple field types (text, number, email, dropdown, date, file upload), conditional logic, and automated processing. Form submissions can trigger automations, update databases, notify team members, and feed data into AI agents — all without code.

How do I build a client portal with Taskade?

Use Taskade Genesis to create a client portal by combining pages (dashboards, project updates, documents), forms (intake, feedback, requests), embedded AI agents (support chat, FAQ bot), and role-based access controls. You can publish the portal with a custom domain and password protection for a branded, professional client experience.

What types of dashboards can I build with Taskade Genesis?

Taskade Genesis supports dashboards for analytics, CRM, project management, finance tracking, inventory, content calendars, and more. Dashboards display real-time data from your Taskade projects, include charts and metrics, and can be powered by automations that update data automatically. Build from templates or describe your dashboard in a prompt.

Can Taskade forms trigger automations?

Yes. Every form submission in a Genesis app can trigger automated workflows — send notification emails, update a database record, assign tasks, run an AI agent for processing, or connect to external services via integrations. This turns simple forms into powerful data collection and processing systems.