Task Collaboration

Working Together on Tasks

Tallyfy makes it easy to collaborate with your team on tasks, even when you are not the primary assignee.

Subtasks via Checklist Fields

In Tallyfy, subtasks are created using the Checklist form field type in templates:

• Template creators add checklist fields during template setup
• When running a process, check off items as you complete them
• Track progress within the task via the checklist
• Completion rules vary: some require all items checked, others require at least one

Note: Subtasks cannot be added dynamically to running tasks - they are defined in the template via checklist form fields.

Comments and @Mentions

Communicate within task context:

• Add comments visible to all task participants
• Use @mentions to notify specific people
• Share updates without switching to email
• Comments preserved for future reference

Watching Tasks

Follow tasks you are interested in:

• Click "Watch" to follow a task
• Receive notifications on updates
• Stay informed without being assigned
• Good for managers monitoring team work

Reassigning and Delegating

When work needs to shift:

• Reassign tasks to other team members
• Add context about why you are reassigning
• New assignee receives notification
• History shows all assignment changes

Shared Visibility

Everyone involved can see:

• Current status of the task
• Who is assigned and who is watching
• Activity history and comments
• Deadline and progress indicators

Notifications

Stay informed about task activity:

• New assignment - When task is assigned to you
• Due soon - Reminders before deadlines
• Overdue - Alerts for missed deadlines
• Comments - When someone @mentions you
• Completion - When watched tasks finish