Create a one-off task

How can I create a one-off task in Tallyfy?

One-off Tasks represent standalone action items independent of templates, providing flexibility for quick to-dos and items not requiring full process workflows.

These individual tasks enable rapid task creation for urgent items, follow-up actions, or work that falls outside standardized process templates.

Why are one-off tasks valuable for workflow management?

One-off tasks deliver essential workflow flexibility by enabling rapid action item creation without requiring complete process setup or template development.

These standalone tasks prove particularly valuable for unexpected work requests, simple follow-up actions, or smaller tasks that don’t align with established process templates. This capability consolidates all work tracking within a single system, eliminating the need for separate tools to manage structured processes versus simple task management.

By integrating one-off tasks with process-based workflows, teams maintain comprehensive work visibility while preserving operational agility.

To create a one-off task:

1. Click the + Create button (usually top left) and choose Create task.

2. 

3. Fill in the task details:

• Name: Set a clear task name.
• Type: Choose the task type (Regular, Approve/Reject, etc.).
• Description: Add instructions or details.
• Assignee: Select who should do the task. You can leave this blank to create an unassigned task (see note).
• Deadline: Set when the work should be complete (the due date).
• Start Time: Optionally set when work should begin on the task (provides scheduling guidance but is not enforced).
• Form Fields: Add forms if needed.
• Advanced: Optionally link this task to appear within a running process.

Creating unassigned tasks

You don’t have to assign the task right away. If you leave the assignee field empty, the task is created as ‘Unassigned’. You can find unassigned tasks later using filters in the Tasks view.

Understanding start time vs deadline in one-off tasks

When creating one-off tasks, you can set both timing elements:

• Start time: When work should begin on the task. This helps with planning and provides scheduling guidance to the assignee.
• Deadline: When work should be complete on the task. This is the due date that determines if the task becomes overdue.

Setting a start time is optional and provides helpful scheduling context, while the deadline determines task completion urgency.

4. Click Create Task.
5. If you assigned the task, the assignee gets a notification.
6. You get a notification when the task is completed.

What should I learn next?

After creating your one-off task, you might want to learn how to complete or reopen tasks and how to create and use subtasks for breaking down complex work items. If you need to track multiple tasks, explore the Tasks view to manage your workload efficiently.

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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.

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Tallyfy enables creation of process steps within workflow templates that become tasks when executed and standalone one-off tasks for quick actions with five distinct task types including standard tasks approve/reject decisions expiring optional tasks and automated or draft email communications.

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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.

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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.