A “One-Off” Task is a single, standalone task that isn’t part of a template. Use these for quick to-dos or items that don’t need a full process.
Why one-off tasks are useful
One-off tasks provide flexibility in your workflow management by letting you create quick action items without setting up an entire process. They’re perfect for unexpected work, simple follow-ups, or small tasks that don’t fit into your standard processes. This feature helps you track all your work in one system rather than using separate tools for structured processes and simple to-dos.
To create a one-off task:
Click the + Create button (usually top left) and choose Create task.
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).
Advanced: Optionally link this task to appear within a running process.
Click Create Task.
If you assigned the task, the assignee gets a notification.
You get a notification when the task is completed.
Recommended 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.
The Tasks View enables customization through multiple filtering options and sorting capabilities to efficiently manage and locate specific tasks based on criteria like status assignees due dates and process names.
Tasks can be added to active processes in Tallyfy either by creating them directly within the process view or by linking existing one-off tasks to specific positions in the workflow.
Tasks can be marked complete through checkmarks in list views or the Complete button in task view and reopened via the Re-Open button while tasks with checklists require meeting specific completion rules before finalizing.
Tallyfy offers diverse task types including standard tasks approve/reject decisions expiring tasks and email-based tasks which can be implemented either as standalone items or as part of larger workflow processes with specific completion requirements and automation capabilities.
