Tallyfy’s comment system enables comprehensive team discussions and collaboration directly within specific tasks, maintaining contextual communication throughout workflow execution.
Comment management capabilities facilitate organized team collaboration while preserving discussion history and ensuring all task-related communication remains accessible to relevant stakeholders.
How do I add comments to Tallyfy tasks?
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.
How can I edit my own comments?
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.
How do I delete my comments?
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.
How can I get someone’s attention with @mentions?
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.
How does comment visibility work for guests?
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.
How do comment reactions work?
You can react to comments using emojis by clicking the smiley face icon below a comment.
What are tips for effective commenting?
Keep comments task-focused.
Use @mentions to direct questions to the right people.
Use formatting (like bold or lists) to make them clear.
How can I enquire about task status?
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.
Process comments enable team-wide discussions about entire workflows through adding editing and deleting capabilities with @mention notifications while maintaining separation from task-specific conversations and preserving permanent discussion history.
The guest dashboard provides external users a centralized view to track and complete their assigned tasks including process details form submissions attachments comments and progress indicators accessed through email links or the Tallyfy website.
This guide explains how administrators and standard members can assign workflow tasks to external guest users by entering their email addresses either when building process templates during active processes or through comment mentions with guests receiving email links to complete tasks without needing full Tallyfy accounts.
Process notes in Tallyfy serve as a centralized hub for critical information files and links that remain visible across all tasks in a process run ensuring consistent access to essential context and resources for all participants throughout the workflow.
