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Add process notes

Working with process notes in Tallyfy

Process notes provide a dedicated place for important information, files, and links relevant to a specific process run. They’re visible to everyone involved in the process and appear in both the process overview and each individual task.

Why use process notes?

  • Provide context: Add background information that helps people understand this specific process run.
  • Keep information visible: Notes appear on every task, so participants always see them.
  • Centralize important details: All process-specific information stays in one place.
  • Share files and links: Attach relevant documents and resources that apply to the whole process.

Adding or editing process notes

  1. Open the running process where you want to add notes.
  2. Click the Settings button (gear icon ⚙️) in the top-right corner of the process view. Access process settings button
  3. In the panel that opens, scroll down to the Process Notes section.
  4. Enter your information, links, or upload files in the text editor.
  5. The notes are saved automatically as you type.

Where process notes appear

Process notes appear in two main places:

  1. In the process settings: Under the Settings > Summary tab of the process.
  2. On each task: Notes are visible in the “Process Details” section of every task in the process, ensuring all participants see the same information regardless of which task they’re working on.

What to include in process notes

Good process notes often include:

  • Context: Why this specific process is being run or any special circumstances.
  • Links: URLs to related resources, documents, or external systems.
  • Files: Attachments needed throughout the process.
  • Key contacts: Names of important stakeholders not directly in the process.
  • Special instructions: Any unusual requirements for this particular run.
  • Updates: New information that emerges during the process.

Tips for effective process notes

  • Keep them concise: Notes appear on every task, so avoid lengthy text.
  • Format for readability: Use formatting options like bold and bullet points.
  • Update as needed: Add new information as the process progresses.
  • Don’t duplicate: Avoid repeating information that’s already in task descriptions.
  • Consider visibility: Remember that notes are visible to everyone involved in the process.

Processes > Commenting processes

Process comments enable team-wide discussions with @mentions editing and deletion capabilities while maintaining a searchable history separate from task-specific communications.

Edit Templates > Add a description to a template

Descriptions can be added to provide extra context for templates and individual steps through the template editor’s settings panel or directly within steps while maintaining standard formatting.
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