Processes > Commenting processes
Manage comments
Comments let you and your team discuss specific tasks directly within Tallyfy.
- Open the task you want to comment on.
- Scroll down to the Comments section.
- Type your message. You can use the rich text editor to add formatting, files, images, etc.
- Click Post.
- Your comment appears with your name and the time.
To fix a typo or change what you wrote:
- Find your comment.
- Click the Edit button (pencil icon ✏️) on your comment.
- Edit your comment.
- Click Save.
- Your comment will show “(edited)” next to the timestamp.
To remove a comment you posted:
- Find your comment.
- Click the Delete button (trash can icon 🗑️) on your comment.
- Confirm the deletion.
- The comment will be permanently deleted.
To ensure a specific person sees your comment, type @
and start typing their name (e.g., @Jane Doe
). Select their name from the list that appears. They’ll get a notification about your comment.
Mentioning grants visibility
Be aware that if you @mention someone who does not already have access to the process, Tallyfy will automatically grant them visibility of the task and process. Only mention users who should have access.
By default, comments added by members are not visible to guests assigned to the task. To make a specific comment visible to a guest:
- Click the Visibility toggle (eye icon) on your posted comment.
- Switch it to Visible to Guests.
Guests can always see their own comments.
You can react to comments using emojis by clicking the smiley face icon below a comment.
- Keep comments task-focused.
- Use
@mentions
to direct questions to the right people. - Use formatting (like bold or lists) to make them clear.
When viewing tasks in list views (like the main Tasks view or within a process in Tracker view), you can often find an Enquire about Status option in the task’s menu (usually three dots ⋮).
Clicking this automatically posts a comment to the task, asking for an update and mentioning the current assignees. It’s a quick way to prompt for status without typing a comment manually.
Guests > Assign tasks to guests
Edit Processes > Add process notes
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