Comments in Tallyfy facilitate team collaboration by enabling discussions directly within tasks and processes. This guide explains how to create, edit, and delete comments effectively.
Adding comments
Navigate to the task or process where you want to add a comment
Scroll down to the Comments section at the bottom of the page
Type your message in the comment field
Click Post to publish your comment
Your comment will appear in the comments feed with your name and timestamp
Editing comments
You can modify your own comments after posting:
Locate the comment you want to edit in the comments feed
Click the Edit button (pencil icon) in the top-right corner of your comment
Make your desired changes in the editing field
Click Save to update your comment
Your edited comment will display an “(edited)” indicator
Deleting comments
If a comment is no longer relevant:
Find the comment you want to remove
Click the Delete button (trash icon) in the top-right corner of the comment
Confirm the deletion when prompted
The comment will be permanently removed from the comments feed
Comment notifications
When you’re mentioned in a comment or someone comments on a task assigned to you:
You’ll receive an email notification (if enabled in your notification settings)
The comment will appear in your Tallyfy notifications
Best practices for commenting
Keep comments concise and relevant to the task
Use @mentions to notify specific team members
Include links to relevant resources when applicable
Use formatting options for clarity (bold, italics, bullet points)
Reply directly to existing comments to maintain conversation threads
Process comments enable team discussion and collaboration through features like @mentions editing options and separate process-level versus task-specific commenting while maintaining a searchable history of all discussions.
The comprehensive process improvement system allows users to report and resolve issues through blocker comments while template owners can gather feedback and implement suggested enhancements to optimize workflows over time.
Maximize task completion rates with Tallyfy’s automated reminders, strategic task design, effective communication techniques, and escalation paths to ensure timely completion of approvals and assignments.
Tallyfy’s process properties editing system enables users to modify active workflows by adjusting names deadlines owners tags folders and other settings through the Summary tab while maintaining process integrity.
