In Tallyfy, a task represents a single piece of work that needs to be completed.
Tallyfy offers two main types of tasks:
Why is understanding tasks important for workflow management?
Tasks are the fundamental units of work in Tallyfy that drive process completion.
Understanding how tasks function is essential because:
Tasks are what team members interact with daily
Clear, well-designed tasks ensure work gets done correctly, on time, and by the right people
When everyone understands the different types of tasks and how they work, your processes run more smoothly
This reduces bottlenecks and questions about what needs to be done.
Process Tasks: These tasks are part of a workflow defined in a process template. Process tasks have context and often depend on other steps/tasks within the process. Most work in Tallyfy uses process tasks
One-off Tasks: These are standalone tasks, like simple to-dos, that are not part of a template. You can create one-off tasks for single actions
What is the difference between tasks and steps?
Sometimes you’ll see the term ‘Step’ used, especially in Tallyfy templates.
‘Steps’ (in a template) become ‘Tasks’ (in a running process).
When you build a template, you add ‘Steps’. Each step has a specific type (like a regular Task step, an Approval step, an Email step, etc.)
When you launch that template, those steps become ‘Tasks’ that people complete. The step type stays the same (e.g., a ‘Task’ step becomes a ‘Task’ task, an ‘Approve/Reject’ step becomes an ‘Approve/Reject’ task)
Now that you understand the basics of tasks in Tallyfy, you’ll want to explore the different types of tasks you can create and how to use them effectively.
If you need a simple to-do item, learning how to create a one-off task is a good next step.
A process in Tallyfy is a single execution instance of a template blueprint that represents actual work being done with its own unique identity activity log and ability to be tracked and modified independently from the original template.
Tallyfy enables creation of process steps within workflow templates that become tasks when executed and standalone one-off tasks for quick actions with five distinct task types including standard tasks approve/reject decisions expiring optional tasks and automated or draft email communications.
One-off tasks in Tallyfy are standalone action items that can be quickly created outside of templates by clicking the Create button, filling in task details like name, assignee, and deadline, then clicking Create Task to generate flexible workflow items for urgent or non-standardized work.
Tallyfy provides comprehensive tracking through two main interfaces: a Tracker View for strategic high-level monitoring of all organizational processes and a Tasks View for detailed management of individual assignments and one-off tasks.
