Commenting processes

How to add, edit, and delete comments in processes

Process comments allow team members to discuss, ask questions, and provide updates about the overall process rather than individual tasks. This guide covers how to effectively use comments in Tallyfy processes.

Adding process comments

1. Open the process you want to comment on
2. Scroll down to the Comments section at the bottom of the process view
3. Click in the comment field
4. Type your message or question
5. Click Post to publish your comment
6. Your comment will appear in the comments thread with your name and timestamp

Using @mentions

To notify specific team members in your comment:

1. Type the @ symbol in your comment
2. Begin typing the name of the team member
3. Select the correct person from the dropdown list that appears
4. Finish your comment and click Post
5. The mentioned user will receive a notification about your comment

Editing your process comments

To modify a comment you’ve already posted:

1. Locate your comment in the process comments section
2. Click the Edit button (pencil icon) in the top-right corner of your comment
3. Make your changes in the edit field
4. Click Save to update your comment

Deleting process comments

If a comment is no longer needed:

1. Find your comment in the process comments section
2. Click the Delete button (trash icon) in the top-right corner
3. Confirm the deletion when prompted
4. The comment will be permanently removed from the process

Process comments vs. task comments

• Process comments are visible to anyone with access to the process and appear at the process level
• Task comments are specific to individual tasks and appear only in the task view
• Use process comments for discussions about the entire process workflow
• Use task comments for discussions about specific task requirements or issues

Viewing comment history

All process comments are preserved in chronological order, creating a complete record of discussions and decisions related to the process. This history is valuable for:

• Onboarding new team members
• Auditing process changes
• Understanding decision context
• Tracking process improvements over time

Related articles

Tasks > Manage comments

The commenting system enables team collaboration through features like adding editing and deleting comments along with @mentions notifications and formatting options to maintain organized discussions within tasks and processes.

Tasks > Report blockers and improvement feedback

The comprehensive process improvement system allows users to report and resolve issues through blocker comments while template owners can gather feedback and implement suggested enhancements to optimize workflows over time.

Edit Processes > Edit tasks and process properties

Tallyfy’s process properties editing system enables users to modify active workflows by adjusting names deadlines owners tags folders and other settings through the Summary tab while maintaining process integrity.

Edit Processes > Delete a process

Archived processes can be permanently removed by accessing the Tracker view applying an Archived filter and clicking the Delete button on the desired process.