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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.

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

Templates > Edit a template

Tallyfy allows template editing through the Edit icon on template cards where Standard or Administrator members can modify steps descriptions settings and other template elements in the Edit view.
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