Tasks

The work layer for your data team

Tasks, notes, plans, and AI context in one place.
Keep data tasks, meeting notes, calendar context, planning, and processes in one place. Give AI access to past work, current priorities, and team context so nothing gets lost.

HOW IT WORKS

Explore how work gets done

Bring together tasks, notes, planning, and AI context in one operational layer.

One home for data work

Track requests, investigations, report builds, model changes, workflows, bugs, and follow-ups in one place built for data teams.

Data work, organized around context.

Meetings connected to the work

Connect meeting notes, calendar events, decisions, follow-ups, and owners directly to the tasks and data objects they affect.

No more lost meeting context.

Turn requests into repeatable processes

Create plans, checklists, approvals, steps, and reusable processes for common data work like report builds, investigations, audits, and model updates.

From one-off requests to repeatable execution.

Plan like a team

Polyform allows teams to submit request and for you to manage them in sprints with context, avoiding hundreds of slack pings.

Manage your tasks in a dedicated connect system.

Everything around the work

The capabilities needed to turn requests into repeatable processes and shared knowledge.

Instantly log context

Context logger available in nav bar to make it easy to add context at any moment

Tasks that stay current

Automatically update tasks from meetings, workflows, status changes, and AI summaries.

Connected with your tools

Connect linear, calendar and granola instantly.

Work connected to data

Link every task to reports, datasets, models, journeys, workflows, and infrastructure objects.