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.
Edit tasks
This section covers ways you can edit individual tasks – either one-off tasks or tasks within a running process. Task editing provides flexibility for adapting work requirements as situations evolve.
You can change assignees, add media like videos, use the rich text editor for descriptions, and more. These editing capabilities ensure tasks remain relevant and actionable throughout their lifecycle.
The API enables comprehensive task management through listing retrieving creating updating and controlling individual work units within process runs or as standalone operations.
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.
Templates can be edited by Standard members with specific permissions or Administrator members through the Edit view accessed by clicking the pencil icon on template cards in the Templates library.
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