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Commenting processes

Add, edit, and delete comments on processes

Comments on a process are for discussions about the overall workflow - not individual tasks. Anyone who can view the process can typically see and add comments.

How do I add a comment?

  1. Open the running process you want to comment on.
  2. Find the Comments section.
  3. Type your message in the comment box.
  4. Click Post.
  5. Your comment appears with your name and timestamp.

How do I @mention people?

Type @ followed by someone’s name to notify them directly.

  1. While typing your comment, type the @ symbol.
  2. Start typing the person’s name.
  3. Select the correct person from the dropdown.
  4. Click Post.

The mentioned person gets a notification. @mentioning someone on a task can also auto-assign them if they don’t already have access.

How do I edit a comment?

  1. Find your comment in the list.
  2. Click the Edit button (pencil icon) on your comment.
  3. Change the text.
  4. Click Save.

You can only edit your own comments. Organization admins can edit any comment.

How do I delete a comment?

  1. Find your comment.
  2. Click the Delete button (trash icon) on your comment.
  3. Confirm the deletion.

Deleted comments are permanently removed. Like editing, only the comment author or an organization admin can delete a comment.

Process comments vs. task comments

  • Process comments - general discussion about the whole workflow, visible in the main process view.
  • Task comments - questions or updates about a specific task, visible only when you open that task.

Comment history

All comments are saved with the process as a permanent record. This helps when reviewing past decisions or onboarding new team members.

Do template comments carry over?

No. Comments on a template stay with the template - they don’t appear when you launch a process from it. Template comments are for design discussions; process comments are for the actual running work.

Tasks > Manage comments

Add, edit, and delete task comments in Tallyfy with @mentions, guest visibility controls, emoji reactions, and status requests.

Edit Processes > Add process notes

Process notes in Tallyfy let you store context, links, and instructions visible across all tasks in a running process so nobody misses key information.
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