Tasks in Tallyfy
There’s two types of tasks on Tallyfy:
- A one-off task - which just an ad-hoc task
- A task - which is an ordinary task that’s linked to a process.
Because Tallyfy is primarily used to manage recurring processes, a normal task for us is one that’s got context - it’s linked to a specific process.
- Edit tasks
- Create a one-off task
- Step types
- Types of form fields
- Complete or reopen tasks
- Send email reminders
- Report blockers in tasks
- Paste cells into a Tallyfy table
- Manage comments
- Advanced tab
Related articles
More about tasks > Step types
Tallyfy offers various task types, including one-off tasks, default tasks, approve/reject tasks, expiry tasks, and email tasks, to streamline workflow management and communication.
Pro > Tracking
The Tallyfy platform offers a Tracker view for high-level process monitoring and a Tasks view for individual task management.
More about tasks > Edit tasks
Tallyfy allows users to easily edit tasks after launching, including uploading videos and assigning different people.
Tracking > Tasks view
The Tasks view offers a customizable dashboard for monitoring and managing assigned tasks.