Skip to content

More about tasks

Understanding tasks in Tallyfy

In Tallyfy, a task represents a single piece of work. There are two main types of tasks:

Why understanding tasks is important

Tasks are the fundamental units of work in Tallyfy that drive process completion. Understanding how tasks function is essential because they’re what team members interact with daily. Clear, well-designed tasks ensure that 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, with fewer bottlenecks and questions about what needs to be done.

  1. Process Tasks: These tasks are part of a workflow defined in a process template. They have context and often depend on other steps/tasks within the process. Most work in Tallyfy uses process tasks.
  2. One-off Tasks: These are standalone tasks, like simple to-dos, that are not part of a template. You can create them for single actions.

Tasks vs. steps

Sometimes you’ll see the term ‘Step’ used, especially in templates. ‘Steps’ (in a template) become ‘Tasks’ (in a running process).

  • When you build a template, you add ‘Steps’. Each 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 type stays the same (e.g., a ‘Task’ step becomes a ‘Task’ task, an ‘Approve/Reject’ step becomes an ‘Approve/Reject’ task).

For details on the different types, see the Step/Task Types article.

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.

Tracking And Tasks > More about processes

A process represents a unique instance of executing a template’s workflow with its own tracking audit trail and flexibility to add tasks while remaining independent from the original template after launch.

Tasks > Step types

Tallyfy offers five distinct task types including standard tasks approve/reject decisions expiring tasks and two email-based options that enable users to manage workflows and automate processes based on specific requirements.

Pro > Tracking

Tallyfy offers both a high-level Tracker View for monitoring overall workflow progress and a detailed Tasks View for managing individual assignments and specific actions.

Tasks > Create a one-off task

One-off tasks allow users to create standalone action items with customizable details including name type description assignee deadline and form fields without requiring a full process template setup.
Get in touch
About Tallyfy