A plant manager, a clinic owner, or a venue operator shouldn't have to open five tools to know how the day is going. A no-code dashboard pulls the numbers that matter onto one screen. Describe what you want to watch and Taskade Genesis builds it — bookings, revenue, open jobs, and stock — live, in front of you, with no code to write.
What's Included
- Live overview: Bookings, revenue, jobs, and inventory on one screen, kept current as your team works. Switch between 7 project views — Table, Board, Calendar, and more.
- Connected data: Your dashboard reads from connected projects, so the same customer and job records power every number you see.
- AI agent: Ask it "what's booked this week?" or "which jobs are behind?" and get the answer in plain words. Powered by custom AI agents.
- Automatic alerts: Triggers flag low stock, missed bookings, or revenue dips before they become a problem.
- Shared view: Give managers a read-only window with role-based permissions — they see the numbers, not the controls.
How To Use
- Clone this app into your workspace.
- Tell Taskade Genesis which numbers matter — bookings, revenue, jobs, stock.
- Connect your existing projects so the dashboard reads real data.
- Set automatic alerts for the thresholds you care about.
- Open it every morning and know exactly where your business stands before the first call.
Explore more operations tools in the Community Gallery.