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Edit tasks

Options 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.

Edit Templates > Edit steps

This content explains how to add and modify steps within Tallyfy templates including step descriptions assignments types form fields deadlines and advanced settings for workflow automation.

Edit Processes > Edit tasks and process properties

You can modify various properties of running processes in Tallyfy including the process name owner deadline tags folder location and notes by accessing the Settings button from the Tracker view which opens a panel where these changes can be made without restarting the workflow.

Code Samples > Managing tasks

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

Processes > Edit processes

Running processes can be modified after launch by adding tasks changing assignees or due dates renaming the process instance and archiving completed runs while preserving the original template structure.