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Commenting processes

How to add, edit, and delete comments on processes

Process comments are for discussions about the overall process, rather than specific tasks within it. Anyone who can view the process can usually see and add process comments.

Adding comments to a process

  1. Open the running process you want to comment on.
  2. Scroll down to the bottom where you see the Comments section.
  3. Type your message in the comment box.
  4. Click Post.
  5. Your comment appears in the list with your name and the time.

Mentioning people (@mentions)

To make sure a specific person sees your comment, you can @mention them:

  1. When typing your comment, type the @ symbol.
  2. Start typing the person’s name.
  3. Select the correct person from the list that appears.
  4. Finish typing your comment and click Post.
  5. The person you mentioned will get a notification.

Editing your own process comments

If you made a mistake in a comment you posted:

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

Deleting your process comments

If you need to remove a comment you posted:

  1. Find your comment.
  2. Click the Delete button (trash can icon 🗑️) on your comment.
  3. Confirm that you want to delete it.
  4. The comment will be permanently removed.

Process comments vs. task comments

  • Process comments: For general discussion about the whole workflow. Visible at the bottom of the main process view.
  • Task comments: For questions or updates about a specific task. Visible only when you open that task.

Use process comments for overall updates, and task comments for task-specific details.

Comment history

All process comments are saved with the process, creating a history of the discussion. This can be useful for understanding past decisions or getting new team members up to speed.

Tasks > Manage comments

Users can manage task discussions by adding editing and deleting comments while using @mentions to notify team members directly within Tallyfy’s task interface.

Edit Processes > Add process notes

Process notes provide a centralized place for important information about a specific process run that all participants can see throughout the workflow ensuring consistent communication and context.

Edit Processes > Rename a process

Clicking directly on the process name in the process view allows users to edit and save a new name for any running process by typing and pressing Enter.
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