Process notes in Tallyfy give you a single place to store important information, files, and links for a specific process run. Everyone involved can see them - they show up in the process overview and on each individual task. Simple. This way, nobody misses critical information no matter which task they’re working on.
Why should I use process notes in Tallyfy?
Provide essential context: Add background info that helps your team understand what’s special about this process run
Maintain information visibility: Notes show up on every task - participants can’t miss them
Centralize critical details: Keep all process-specific information in one spot (no more hunting through emails)
Share resources efficiently: Attach documents and links once, and they’re available throughout the 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 ⚙️) in the top-right corner of the process view.
In the settings panel that opens, scroll down to find the Process Notes section.
Enter your information, add links, or upload files using the rich text editor.
Your notes save automatically as you type - no need to hit a save button.
Where do process notes appear in Tallyfy?
You’ll find process notes in two key places:
In the process settings: Look under Settings > Summary tab for centralized management
On each individual task: They show up in the “Process Details” section of every task - this means everyone sees the same information, no matter which task they’re on
What should I include in effective process notes?
Here’s what makes process notes actually useful:
Essential context: Why are we running this process? Document any special circumstances that matter
Resource links: Drop in URLs to documents, systems, or tools people will need
Critical files: Attach files that everyone needs access to throughout the workflow
Key contacts: List stakeholders who aren’t in the process but might need to be reached
Special instructions: Flag any exceptions or unusual requirements for this specific run
Real-time updates: Add new information as it comes up during execution
What are best practices for writing effective process notes?
Keep it brief: These notes appear on every single task - don’t overwhelm people with walls of text
Format for clarity: Use bold text and bullet points to make information easy to scan
Update as you go: Things change? Add new info as the process moves forward
Don’t repeat yourself: If it’s already in the task description, skip it in the notes
Write for everyone: Remember - all participants can see these notes, so keep them professional
Process comments in Tallyfy enable team discussions about the overall workflow with features for adding editing and deleting comments using @mentions and maintaining a permanent history that stays separate from individual task-level communications.
Adding descriptions in Tallyfy involves opening a template in Edit mode and clicking either Settings for template descriptions or directly on steps for step-specific descriptions where you can type your content and it saves automatically.
You can modify various properties of running processes in Tallyfy including the process name owner deadline tags folder location and notes by accessing the Settings button from the Tracker view which opens a panel where these changes can be made without restarting the workflow.
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.
