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Commenting processes

How can I 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. This communication approach maintains clear separation between process-level and task-level discussions.

How do I add 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.

How do I mention people in comments (@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.

How can I edit my 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.

How do I delete my 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.

What is the difference between process and 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.

How does comment history work?

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

Tasks > Manage comments

Tallyfy’s comment system enables comprehensive team discussions and collaboration directly within tasks with features for adding editing deleting comments using @mentions managing guest visibility and providing status enquiries to maintain contextual communication throughout workflow execution.

Edit Processes > Add process notes

Process notes in Tallyfy serve as a centralized hub for critical information files and links that remain visible across all tasks in a process run ensuring consistent access to essential context and resources for all participants throughout the workflow.

Edit Processes > Edit tasks and process properties

Running processes in workflow management systems can be edited through their settings panel where users can modify properties like process name owner deadline tags folder location and notes while also accessing options to archive export or delete the process.

Process Improvement > Using comments and AI for process improvement

Tallyfy surpasses traditional process improvement methods by offering contextual improvement comments that capture real-time feedback directly on process steps and AI-powered capabilities that generate intelligent suggestions for optimization creating a continuous virtuous cycle of execution observation analysis and rapid implementation.