More about tasks

Task categories in Tallyfy

Tallyfy supports two distinct task categories:

1. Process tasks - Tasks that exist within a process template or instance, providing context and structure to the workflow
2. One-off tasks - Standalone ad-hoc tasks created independently of a process

While both task categories can be managed through Tallyfy, the platform is primarily designed for process-based task management, where tasks exist within a defined workflow context.

Task types and step types

In Tallyfy, the terms “task types” and “step types” are used interchangeably to refer to the same concept. When creating templates, you define “steps” with specific types. When those templates are launched as processes, the steps become “tasks” while maintaining their original type (Task, Approve/Reject, Expiring, Email Draft, or Email Auto-Send).

For a detailed explanation of all available task/step types and their specific use cases, see the Step types article.

• Edit tasks
• Complete or reopen tasks
• Manage comments
• Send email reminders
• Advanced tab
• Create a one-off task
• Create and use subtasks
• Report blockers and improvement feedback
• Paste cells into a Tallyfy table
• Types of form fields
• Step types

Related articles

Tasks > Step types

Tallyfy offers five distinct step types including regular tasks approval tasks expiring tasks email drafts and auto-send emails to handle various workflow requirements with different completion buttons and optional settings.

Tasks > Create a one-off task

One-Off Tasks enable users to create individual standalone tasks outside of process templates with optional assignees deadlines forms and notifications for tracking single actions or occasional activities.

Tasks > Advanced tab

The advanced tab offers customization features including process launching task completion requirements automatic launcher assignment mandatory and locked tasks webhook integration guest restrictions and unique step aliases for enhanced workflow management.

Introduction

Tallyfy Pro serves as a comprehensive workflow automation platform that streamlines business operations through task automation real-time tracking standardized processes and continuous improvement capabilities.