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.
More about tasks
In Tallyfy, a task represents a single piece of work that needs to be completed.
Tallyfy offers two main types of tasks:
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.
Tasks in Tallyfy can have two types of timing:
- Start time: When work should begin on the task (provides scheduling guidance but is not enforced)
- Deadline: When work should be complete on the task (determines if a task becomes overdue)
Both timing elements can be set for tasks within processes (when creating templates) and for one-off tasks (when creating them directly). Understanding this distinction helps with better planning and task management.
Tallyfy offers two main types of tasks:
- 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
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)
For details on the different types, see the Step/Task Types article.
- Advanced tab
- Complete guide to task assignment options
- Complete or reopen tasks
- Create a one-off task
- Create and use subtasks
- Edit tasks
- Escalating overdue tasks
- Manage comments
- Paste cells into a Tallyfy table
- Report blockers and improvement feedback
- Send email reminders
- Set default content for form fields
- Step types
- Types of form fields
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.
Tallyfy offers five task types including standard tasks requiring completion, approve/reject tasks for decisions, expiring tasks that auto-complete at deadlines, email drafts for manual review and sending, and email auto-send tasks that automatically dispatch messages at scheduled times.
Tracking And Tasks > More about processes
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 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.
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