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Add process notes

How do process notes work in Tallyfy?

Process notes let you add rich text to a running process. They’re visible in the process settings and on every task in the Process Details section - so nobody misses key context regardless of which task they’re working on.

  • Add context - background info about what’s special about this run
  • Keep everyone aligned - notes show on every task automatically
  • One place for details - no more hunting through emails or chat threads

How do I add or edit process notes?

  1. Open the running process you want to add notes to.
  2. Click the Settings button (gear icon) in the top-right corner. Active process configuration panel view view
  3. In the Summary tab, find the Process Notes section.
  4. Type your notes using the rich text editor - you can format text, add links, and embed content.
  5. Click Save to store your changes.

Where do process notes appear?

  1. Process settings - in the Summary tab where you edit them
  2. Every task - in the collapsible Process Details section, so all participants see the same info

What to include in process notes

  • Context - why you’re running this process and any special circumstances
  • Links - URLs to documents, systems, or tools people need
  • Contacts - people who aren’t in the process but might need to be reached
  • Exceptions - any unusual requirements for this specific run
  • Updates - add new info as it comes up during the process

Tips for writing good process notes

  • Keep it short - notes show on every task, so don’t write walls of text
  • Use formatting - bold text and bullet points make notes scannable
  • Skip duplicates - if it’s already in a task description, don’t repeat it in notes
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