Tallyfy enables comprehensive step editing in templates through adding new steps with simple naming and modifying existing ones via description editing assignment configuration step type selection form field management deadline timing controls and advanced settings including process launching completion requirements and webhook integration.
Edit 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 Processes > Edit tasks and process properties
Running processes in Tallyfy can be modified after launch through the Settings panel where users can change the process name owner deadline tags folder location and notes while also accessing options to archive export or delete the process depending on their permissions and role.
The API enables comprehensive task management through listing retrieving creating updating and controlling individual work units within process runs or as standalone operations.
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.
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