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Report blockers and improvement feedback

How to report task blockers and suggest template improvements

Reporting an Issue

To report an issue in Tallyfy:

  1. Open the task and go to the comments section.

  2. Click on Add Comment -> Blocker to report the issue. Image

  3. In-app and email notifications will be sent to everyone involved in the process. Image

  4. The task will be marked with a red alert icon and border. Image

  5. The active process will have a red progress bar indicating the presence of the issue. Image

Resolving an Issue

To resolve an issue in Tallyfy:

  1. Any member, including the person who reported it, can resolve the issue.

  2. Leave a new comment and click on Tag -> Resolve -> Add Comment. Image

  3. The red icon and border will disappear.

  4. The comment resolving the issue will be highlighted in green, and the task will return to its normal state.

  5. In the Active Processes view, the progress bar will no longer highlight the issue.

Finding Processes with Unresolved Issues

To quickly find processes with unresolved issues in Tallyfy:

  1. Go to the Process Tracker view via the Processes sidebar tab.
  2. Select “Add Filter” on the top left and click on Show -> With issues. Image

Improvement Comments for Templates

Improvement comments are a powerful feature in Tallyfy that enable crowdsourced process improvement. Unlike regular task comments or blocker reports, improvement comments are specifically tied to template steps and provide valuable feedback to process owners.

Adding Improvement Comments to Templates

When viewing a template (not a running process), you can provide feedback on specific steps:

  1. Navigate to the template you want to provide feedback on
  2. Locate the step you want to comment on
  3. Click the Comment button in the step
  4. Enter your improvement suggestion
  5. Click Submit to add your improvement comment

Your comment will be associated with that specific step in the template and will be visible to the template owner.

How Template Owners Can View Improvement Comments

If you’re a template owner or process owner, you can review improvement suggestions:

  1. Open the template in edit mode
  2. Navigate to the Comments section in the sidebar
  3. View all improvement comments organized by template step
  4. Each comment shows the commenter’s name, date, and feedback content

Alternatively, when editing a specific step:

  1. Open the step for editing
  2. Look for the Improvement Comments indicator showing the number of suggestions
  3. Click to expand and view all comments for that particular step

Managing Improvement Comments

As a template owner, you can:

  1. Acknowledge Comments: Mark a comment as “Read” to indicate you’ve seen it
  2. Implement Suggestions: Make template changes based on valuable feedback
  3. Hide Resolved Comments: Once addressed, click the Hide button to collapse comments that have been implemented
  4. Respond to Comments: Reply directly to improvement suggestions for clarification

Benefits of Crowdsourced Process Improvement

Improvement comments foster collaborative process enhancement by:

  • Allowing those who use the process to provide direct feedback
  • Capturing ideas for optimization while they’re fresh in users’ minds
  • Creating a systematic approach to continuous improvement
  • Enabling process owners to prioritize changes based on user feedback
  • Building a history of process evolution and refinement

This feedback mechanism helps organizations refine their processes over time, leading to greater efficiency and effectiveness.

Processes > Commenting processes

Process comments enable team discussion and collaboration through features like @mentions editing options and separate process-level versus task-specific commenting while maintaining a searchable history of all discussions.

Tasks > Manage comments

The commenting system enables team collaboration through features like adding editing and deleting comments along with @mentions notifications and formatting options to maintain organized discussions within tasks and processes.

Introduction

Tallyfy Pro serves as a comprehensive workflow automation platform that streamlines business operations through task automation real-time tracking standardized processes and continuous improvement capabilities.
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