Add tasks to active processes

How can I add tasks to active processes in Tallyfy?

You can add new tasks to running processes in Tallyfy - even after they’ve already launched. This gives you the flexibility to adapt workflows on the fly when requirements change.

Need an extra approval step? Forgot something important? No problem. You can add tasks without restarting the process or changing the original template.

What are my options for adding tasks on the fly?

Tallyfy gives you two ways to add tasks to a running process. Pick whichever works best for your situation:

Method 1: How do I add tasks directly within the process view?

1. Open the active process where you want to add a task.

2. Scroll down to the bottom of the task list.

3. Enter a name for your new task in the “Add task” field.

   

4. Click the plus (+) icon or press Enter to add the basic task.

5. Click the newly added task to open its details panel.

6. Configure the task details (Type, Description, Assignees, Deadline, Advanced Options, Position) as needed.

7. Click Save Changes or close the details panel. The task is now part of the active process.

8. To edit the task later, click the three dots icon next to it.

9. To remove the linked task, click the three dots icon and select Unlink from Process.

Method 2: How do I link an existing one-off task?

1. First, create a one-off task with the necessary details (Name, Type, Description, Assignees, Deadline, etc.).

2. In the task creation panel for the one-off task, scroll down to the Advanced settings section.

3. Under Link to Process, select the active process you want to link this task to.

4. Choose the step in the active process that the new task should precede or follow.

   

5. Click Create Task.

6. The one-off task will now appear at the specified position in your active process.

7. To edit the task later, click the three dots icon next to it.

8. To remove the linked task, click the three dots icon and select Unlink from Process.

What should I know about added tasks?

• You can add as many tasks as you need - there’s no limit.
• Added tasks usually have a visual indicator (like “Linked to”) so you know they weren’t in the original template.
• Here’s the important part: adding tasks to a running process does not change your original template. The template stays exactly as it was.

Related articles

Tracking And Tasks > An overview of processes

A process in Tallyfy is a running instance of a template that transforms your workflow blueprint into actual trackable work with unique naming audit trails and the ability to add one-off tasks while maintaining independence from template updates.

Launching > Launch manually

Manual process launching in Tallyfy allows you to initiate workflow instances from templates with complete control over timing and customization by selecting a template naming the instance and clicking launch to create an active trackable process.

Launching > Launch another process when a task is completed

Tallyfy allows you to automatically start a new process when a specific task completes by enabling the “Launch another process when this task is complete” toggle in the task’s advanced settings and selecting the target template to launch.

Edit Templates > Edit steps

Tallyfy enables comprehensive step editing in templates through adding new steps with simple naming and modifying existing ones via description editing assignment configuration step type selection form field management deadline timing controls and advanced settings including process launching completion requirements and webhook integration.