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Add tasks to active processes

Add tasks to active processes

Section titled “Add tasks to active processes”

You can add new tasks to running processes in Tallyfy - even after launch. No need to restart the process or touch the original template.

There are two ways to do this.

Method 1: Add tasks directly in the process view

Section titled “Method 1: Add tasks directly in the process view”

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

  2. Scroll to the bottom of the task list.

  3. Type the task name in the box that says Type in the task.

    Add task to ongoing process view view view

  4. Click Add Task.

  5. Click the new task to open its details panel.

  6. Set the task details - type, description, assignees, deadline, and position.

  7. Close the details panel. The task is now part of the active process.

  8. To edit later, click the three-dot menu next to the task.

  9. To remove it, click the three-dot menu and select Unlink from process.

Section titled “Method 2: Link an existing one-off task”

  1. Create a one-off task with the details you need (name, type, assignees, deadline, etc.).

  2. In the task creation panel, scroll to the Advanced settings section.

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

  4. Choose the position - beginning, end, or after a specific task in the process.

    Dialog for linking one-off tasks to workflows

  5. Click Create Task.

  6. The one-off task now appears at your chosen position in the active process.

  7. To edit later, click the three-dot menu next to the task.

  8. To remove it, click the three-dot menu and select Unlink from process.

Things to know about added tasks

Section titled “Things to know about added tasks”
  • There’s no limit on how many tasks you can add.
  • Added tasks show a “Linked to” indicator so you can tell them apart from original template tasks.
  • Adding tasks to a running process does not change your original template.
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