Edit tasks

Options for editing tasks

This section covers ways you can edit individual tasks – either one-off tasks or tasks within a running process.

You can change assignees, add media like videos, use the rich text editor for descriptions, and more.

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

Related articles

Processes > Edit processes

Running processes can be modified by adding tasks changing task details renaming instances and managing process runs while keeping the original template intact.

Edit Processes > Edit tasks and process properties

Running processes can be modified through the settings panel to adjust properties like name ownership deadline tags folder location and notes while maintaining visibility of template details and kick-off form responses.

Tracking And Tasks > Tasks view

The Tasks View serves as a comprehensive master to-do list displaying individual tasks with powerful filtering options to help users efficiently manage and track their work assignments.

Edit Processes > Add tasks to active processes

Tasks can be added to active processes in Tallyfy either by creating them directly within the process view or by linking existing one-off tasks to specific positions in the workflow.