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Manage comments

Comment management in Tallyfy

You can add, edit, and delete comments on any task in Tallyfy - just click the speech bubble icon or open the task to see the comments section. Type your message, use @mentions to notify teammates, and hit post.

Add comments to tasks

  1. Open the task you want to comment on.
  2. Scroll down to the Comments section.
  3. Type your message. You can use the rich text editor to add formatting, files, images, etc.
  4. Click Post.
  5. Your comment appears with your name and the time.

Edit comments

  1. Find your comment.
  2. Click the Edit button (pencil icon ✏️) on your comment.
  3. Edit your comment.
  4. Click Save.
  5. Your comment will show “(edited)” next to the timestamp.

Delete comments

  1. Find your comment.
  2. Click the Delete button (trash can icon 🗑️) on your comment.
  3. Confirm the deletion.
  4. The comment will be permanently deleted.

Use @mentions

Type @ and start typing their name (like @Jane Doe). Pick them from the dropdown that appears. They’ll get a notification instantly.

Mentioning grants visibility

When you @mention someone who doesn’t have access to the process yet, Tallyfy automatically gives them visibility. Only tag people who should actually see the work.

Guest visibility

Your team’s comments are hidden from guests by default. To share a specific comment with a guest:

  1. Find the Visibility toggle (eye icon) on your posted comment.
  2. Switch it to Visible to Guests.

Guests can always see their own comments.

Comment reactions

React to comments using emojis by clicking the smiley face icon below a comment.

Effective commenting tips

  • Stay focused on the task at hand - save general discussions for process comments
  • @mention specific people when you need answers (they get notified instantly)
  • Use bold for key points or deadlines - it catches the eye
  • Include context: “Updated vendor list (see attachment)” beats just “Updated”

Enquire about task status

When you’re looking at tasks in any list view, click the three dots menu (⋮) and select Enquire about Status. Tallyfy posts a status request that @mentions whoever’s assigned.

Processes > Commenting processes

Process comments in Tallyfy enable team discussions about the overall workflow with features for adding editing and deleting comments using @mentions and maintaining a permanent history that stays separate from individual task-level communications.

Tasks > Edit tasks

Task editing allows users to modify assignees add media use rich text descriptions and adapt work requirements to ensure tasks stay relevant and actionable as situations change throughout their lifecycle.

Tasks > Report blockers and improvement feedback

Tallyfy enables users to report workflow blockers through task comments with immediate notifications and visual indicators while also allowing improvement suggestions on templates for continuous process optimization.

How To > Ensure task completion

Tallyfy ensures task and approval completion through automated reminders clear task definitions escalation paths bundling related work comment-based follow-ups personal communication context explanations and recognition strategies to prevent delays and maintain workflow accountability.