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.
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.
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.
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