Tasks in Tallyfy
There’s two types of tasks on Tallyfy:
- A one-off task - which just an ad-hoc task
- A task - which is an ordinary task that’s linked to a process.
Because Tallyfy is primarily used to manage recurring processes, a normal task for us is one that’s got context - it’s linked to a specific process.
- Edit tasks
- Create a one-off task
- Step types
- Types of form fields
- Complete or reopen tasks
- Send email reminders
- Report blockers in tasks
- Paste cells into a Tallyfy table
- Manage comments
- Advanced tab
Related articles
Pro > Tracking
The Tallyfy platform offers a Tracker view for high-level process monitoring and a Tasks view for individual task management.
Tracker view > Organize processes
The page tree and related articles provide an overview of Tallyfy’s tracking and tasks features for effectively monitoring and managing processes.
Tracker view > Manage and track my processes
Tallyfy simplifies process management with a user-friendly dashboard, tracker view, sorting options, and progress status indicators.
Tracking > Tasks view
The Tasks view offers a customizable dashboard for monitoring and managing assigned tasks.