One-Off Tasks

Tasks Outside of Processes

Not all work fits into a predefined process. One-off tasks let you assign and track individual work items without creating a full template.

What are One-Off Tasks?

One-off tasks are standalone tasks that:

• Do not belong to a process template
• Are created for specific, one-time needs
• Can be assigned to anyone in your organization
• Are tracked just like process tasks

When to Use One-Off Tasks

Create one-off tasks for:

• Ad-hoc requests that do not repeat
• Quick assignments between team members
• Follow-ups from meetings or conversations
• Personal reminders with accountability
• Work that does not fit existing templates

Creating a One-Off Task

1. Click the + CREATE button or press Ctrl + Option + T (Mac) / Ctrl + Alt + T (Windows)
2. Select One-Off Task
3. Enter the task title and description
4. Assign to a person or group
5. Set a due date
6. Add any form fields needed
7. Click Create

One-Off Task Features

One-off tasks support:

• Form fields for data collection
• File attachments
• Comments and discussions
• Due date tracking and reminders
• Assignment to internal users or guests

Guest Tasks

One-off tasks can be assigned to external people:

• Send task to anyone via email
• Guest receives a secure link
• No Tallyfy account required
• Perfect for customer requests or vendor follow-ups

One-Off vs Process Tasks

One-Off Task	Process Task
Standalone, no process	Part of a process
Created individually	Created from template
For unique situations	For repeatable work
No dependencies	Can have step dependencies