Click the + Create button and choose Create task - that’s it. You’ll get a form where you can add task details, assign it to someone, and set a deadline. Perfect for those quick to-dos that don’t need a full process template.
One-off tasks in Tallyfy are standalone action items. They’re independent of templates, which makes them incredibly flexible for urgent work or follow-up actions.
Why are one-off tasks valuable for workflow management?
Ever had a quick request land on your desk that doesn’t fit any of your standard processes? That’s where one-off tasks shine.
You don’t need to build a whole template just to assign someone a simple task. Maybe it’s following up with a client, reviewing a document, or handling an unexpected request - these tasks let you track everything in Tallyfy without overcomplicating things. No more sticky notes or separate to-do apps.
The best part? They work alongside your process-based workflows. Everything stays visible in one place.
Here’s the step-by-step process:
Click the + Create button (you’ll find it at the top left) and choose Create task.
Fill in the task details:
Name: What’s the task about? Keep it clear.
Type: Pick your task type - Regular works for most things, but you’ve got Approve/Reject and other options too.
Description: Add any instructions or context the assignee needs.
Assignee: Who’s doing this? (You can skip this and assign it later - see the note below).
Deadline: When should this be done? This is your due date.
Start Time: When should work begin? Optional, but helpful for planning.
Advanced: You can even link this task to a running process if needed.
Click Create Task. Done!
If you assigned it to someone, they’ll get a notification right away.
When they complete it, you’ll get notified too.
What should I learn next?
Got your first one-off task created? Nice work.
Next, you might want to see how to complete or reopen tasks - because sometimes things need a second look. For bigger tasks, check out subtasks to break work into manageable chunks.
Need to juggle multiple tasks? The Tasks view is where you’ll spend most of your time.
Tasks in Tallyfy are fundamental work units that come in two types - process tasks that are part of workflow templates and one-off tasks that function as standalone to-dos with steps in templates becoming tasks when processes are launched.
Tallyfy offers five task types including standard tasks requiring completion, approve/reject tasks for decisions, expiring tasks that auto-complete at deadlines, email drafts for manual review and sending, and email auto-send tasks that automatically dispatch messages at scheduled times.
The POST endpoint enables creation of standalone tasks with customizable fields like name description assignees deadline and tags through authenticated API requests that return task details upon successful creation.
Tallyfy allows users to dynamically add tasks to running processes through direct task creation within the process view or by linking existing one-off tasks to active workflows providing essential flexibility for evolving requirements without modifying original templates.
