Process notes provide a centralized location for critical information, files, and links relevant to a specific process run. They remain visible to everyone involved in the process and appear prominently in both the process overview and each individual task. This comprehensive visibility ensures consistent information access throughout the entire workflow.
Why should I use process notes in Tallyfy?
Provide essential context: Add crucial background information that helps team members understand this specific process run
Maintain information visibility: Notes appear consistently on every task, ensuring participants always have access to them
Centralize critical details: All process-specific information remains organized in one accessible location
Share resources efficiently: Attach relevant documents and links that apply to the entire process workflow
How do I add or edit process notes in Tallyfy?
Open the running process where you want to add or modify notes.
Click the Settings button (gear icon ⚙️) located in the top-right corner of the process view.
In the settings panel that opens, scroll down to locate the Process Notes section.
Enter your information, add links, or upload relevant files using the rich text editor.
The notes are automatically saved as you type, ensuring no information is lost.
Where do process notes appear in Tallyfy?
Process notes appear in two strategic locations:
In the process settings: Under the Settings > Summary tab of the process for centralized management
On each individual task: Notes are visible in the “Process Details” section of every task in the process, ensuring all participants see identical information regardless of which specific task they’re working on
What should I include in effective process notes?
Well-crafted process notes typically include:
Essential context: Explain why this specific process is being executed or document any special circumstances
Resource links: URLs to related resources, documents, or external systems that participants need
Critical files: Attachments required throughout the entire process workflow
Key contacts: Names and contact information for important stakeholders not directly participating in the process
Special instructions: Any unusual requirements or exceptions for this particular process run
Real-time updates: New information that emerges during process execution
What are best practices for writing effective process notes?
Maintain conciseness: Notes appear on every task, so avoid unnecessarily lengthy text that could overwhelm users
Format for optimal readability: Use formatting options like bold text and bullet points to enhance clarity
Update proactively: Add new relevant information as the process progresses and circumstances change
Avoid unnecessary duplication: Don’t repeat information that’s already clearly stated in task descriptions
Consider universal visibility: Remember that notes are visible to everyone involved in the process, so write appropriately
Running processes in workflow management systems can be edited through their settings panel where users can modify properties like process name owner deadline tags folder location and notes while also accessing options to archive export or delete the process.
Process comments enable team-wide discussions about entire workflows through adding editing and deleting capabilities with @mention notifications while maintaining separation from task-specific conversations and preserving permanent discussion history.
You can add descriptions to templates or individual steps by opening the template in Edit mode and accessing the description field through the Settings button for overall templates or by clicking directly on specific steps for step-level descriptions.
Managing the complete process lifecycle involves creating detailed templates launching customized instances monitoring progress through tracking views handling exceptions and analyzing completion data to continuously improve workflow efficiency and effectiveness.
