Create a one-off task

Create a one-off task

Click + Create and choose Create task to make a standalone to-do with a deadline and assignee - no template needed.

One-off tasks in Tallyfy are independent action items. Use them for urgent work, follow-up actions, or anything that doesn’t fit a standard process.

When to use one-off tasks

Got a quick request that doesn’t fit your standard processes? One-off tasks let you track it in Tallyfy without building a whole template. Follow-ups, document reviews, unexpected requests - they all work here alongside your process-based workflows.

1. Click the + Create button and choose Create task.

2. 

3. Fill in the task details:

• Name: A clear title for the task (up to 600 characters).
• Type: Pick a task type - Regular works for most things, but you’ve also got Approve/Reject, Expiring (auto-completes at deadline to prevent task debt), Email, and Auto-Send Email.
• Description: Instructions or context the assignee needs.
• Assignee: Who’s doing this? You can assign members, groups, or guests.
• Deadline: Required. When the task must be done.
• Start time: Optional. When work should begin.
• Form fields: Add form fields to collect data on completion.
• Advanced: Link this task to a running process or template, add tags, set a webhook, or toggle settings like “everyone must complete.”

Start time vs deadline

• Start time: When someone should start working. It’s guidance only - not enforced.
• Deadline: When it must be done. Miss this and the task shows as overdue.

4. Click Create Task.
5. Assignees get a notification right away.
6. When they complete it, you’ll get notified too.

What should I learn next?

• Complete or reopen tasks when things need a second look
• Create subtasks to break work into smaller pieces
• Use the Tasks view to manage all your tasks in one place

Related articles

Tasks > Create one-off task

Create standalone one-off tasks in Tallyfy via a POST request with required fields like title, task type, owners, and deadline.

Tracking And Tasks > More about tasks

Tasks in Tallyfy come in two types - process tasks from workflow templates and one-off standalone to-dos. Steps in templates become tasks when processes launch.

Tasks > Step types

Tallyfy offers five step types - standard tasks, approve/reject decisions, expiring tasks that auto-complete, email drafts, and auto-send emails - usable as process steps or standalone one-off tasks.

Edit Processes > Add tasks to active processes

Add new tasks to running processes in Tallyfy - either directly within the process view or by linking existing one-off tasks - without changing the original template.

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