Tallyfy offers five step types - standard tasks, approve/reject decisions, expiring tasks that auto-complete, email drafts, and auto-send emails - usable as process steps or standalone one-off tasks.
More about tasks
Tasks are the work items your team completes in Tallyfy every day. There are two types.
Tasks drive everything in Tallyfy. When your team understands them:
- Everyone knows exactly what to do - no “what’s next?” confusion
- Work gets done right, by the right people, at the right time
- AI can help complete tasks automatically with BYO AI integration
Tallyfy gives you two timing controls:
- Start time - when someone should begin working on the task. It’s guidance, not enforced
- Deadline - the hard stop. Miss this and it shows as overdue
You can set both on templates and one-off tasks. Use expiring tasks for FYI items that auto-complete at deadline - this prevents task debt.
- Process tasks - these live inside your process templates, connected to other tasks in a workflow. Perfect for anything you do repeatedly
- One-off tasks - quick, standalone to-dos. No template needed. Create it, assign it, done
Steps live in templates. Tasks live in running processes.
When you build a template, you add steps - the blueprint. Each step has a type (task, approval, expiring, email, or expiring email). When you launch that template, those steps become tasks that people complete. The step’s type carries over directly - a task step becomes a task, an approval step becomes an approval task.
See all available types in the step/task types article.
- Advanced tab
- Choosing the right field type
- Complete or reopen tasks
- Create a one-off task
- Create and use subtasks
- Edit tasks
- Escalating overdue tasks
- How to duplicate or clone tasks
- Manage comments
- Manually show or hide tasks
- Paste cells into a Tallyfy table
- Report blockers and improvement feedback
- Scanner and RFID integration for form fields
- Send email reminders
- Set default content for form fields
- Step types
- Task assignment options
- Types of form fields
Explore the different types of tasks Tallyfy offers - each type solves specific workflow problems.
Need something done fast? Learn how to create a one-off task.
When things go sideways, report and resolve issues using Tallyfy’s blocker system.
Tracking And Tasks > An overview of processes
Processes in Tallyfy are running instances of templates - trackable work with unique names and activity logs where template changes don’t affect running processes.
How To > How to avoid task debt
Task debt occurs when unfinished tasks accumulate faster than teams complete them and Tallyfy addresses this through expiring tasks that auto-complete at their deadline along with strategic workflow design principles like bundling related work and using conditional logic and smart assignment strategies to prevent buildup in the first place.
Create standalone one-off tasks in Tallyfy by clicking + Create and choosing Create task - assign to-dos with deadlines without needing process templates.
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