Edit tasks

Options for editing tasks

Edit any task in Tallyfy - change assignees, update descriptions, add videos or images, and adjust due dates. This works for both standalone tasks and tasks inside running processes.

Someone out sick? Reassign their tasks. Requirements changed? Update the description. Need clarity? Add a video. The rich text editor lets you format descriptions with bullet points, headings, and highlights.

• Add videos to a task
• Assign members or guests after launching
• The rich text editor

Related articles

Edit Templates > Edit steps

Tallyfy lets you edit template steps by adding new ones or modifying existing step details including descriptions with rich media and assignments to specific people or groups or guests along with step types and form fields and deadlines set relative to launch or other steps and advanced settings like webhooks and mandatory flags and auto-assignment rules.

Code Samples > Managing tasks

Use the Tallyfy API to list, get, create, update, complete, and reopen tasks - both within process runs and as standalone one-off tasks.

Processes > Edit processes

Edit running processes by adding tasks, changing assignees or due dates, renaming, and archiving - without affecting your original template.

Tracking And Tasks > More about tasks

Tasks in Tallyfy come in two types - process tasks from workflow templates and one-off standalone to-dos. Steps in templates become tasks when processes launch.

Was this helpful?

YesNo