Edit tasks

What options are available for editing tasks?

You can edit any task in Tallyfy - change who’s assigned, update descriptions, add videos or images, and adjust due dates. Works for both standalone tasks and tasks inside running processes.

Need to reassign work because someone’s out sick? Update task descriptions when requirements change? Add a quick video to clarify instructions? That’s exactly what task editing is for. You’ll find the rich text editor particularly helpful for formatting descriptions, adding bullet points, or highlighting important details.

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

Related articles

Edit Templates > Edit steps

This guide explains how to add new steps and modify existing steps in Tallyfy templates including editing descriptions changing assignments setting deadlines and configuring advanced settings to customize workflows.

Edit Processes > Edit tasks and process properties

Running processes in Tallyfy can be modified after launch through the Settings panel where users can change the process name owner deadline tags folder location and notes while also accessing options to archive export or delete the process depending on their permissions and role.

Code Samples > Managing tasks

The API enables comprehensive task management through listing retrieving creating updating and controlling individual work units within process runs or as standalone operations.

Edit Task > The rich text editor

Tallyfy’s rich text editor enables comprehensive formatting and content insertion across tasks and descriptions with features including basic formatting options dynamic variable insertion reusable snippets media uploads and URL embedding while maintaining consistent branding and removing complex formatting from pasted content.