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Complete or reopen tasks

How to complete and reopen tasks

To complete a task, you have two simple options:

Option 1:

  • Click on the checkmark to the left of your task.

Option 2:

  • Open your desired task and select Complete.
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Now, your task will be marked as Completed. Awesome job! But what if you need to reopen a task? No worries! Simply select Re-Open to reverse it.

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Completing tasks in Tallyfy is as easy as 1, 2, 3! Keep up the great work! 💪

Guests > Re-open tasks as a guest

Process owners can reopen completed guest tasks by using the “Re-Open” button, which sends a new notification to the guest while maintaining task finality and preventing unauthorized changes.

Tasks View > Customize the task view

Tallyfy’s task view offers comprehensive filtering and sorting capabilities, allowing users to efficiently manage workloads by customizing views based on various criteria like status, assignees, states, and templates.

Tasks > Advanced tab

The advanced tab offers powerful customization options including process launching, mandatory task settings, assignee requirements, task locking, webhook integration, guest access control, and step alias identification for enhanced workflow management.

Tasks > Edit tasks

Tallyfy enables flexible task management with features for uploading multimedia content and modifying task assignments even after implementation.