Report blockers and improvement feedback

How can I report and resolve issues in Tallyfy?

Tallyfy offers comprehensive issue reporting and resolution capabilities including workflow blocker flagging and template improvement suggestions.

These feedback mechanisms enable continuous workflow optimization while providing immediate problem resolution pathways for active processes and long-term template enhancement opportunities.

How do I report task blockers in Tallyfy?

When encountering problems that prevent task completion within running processes, Tallyfy’s blocker reporting system enables immediate issue escalation and resolution tracking.

Reporting blockers ensures prompt attention to workflow obstacles while maintaining process visibility and accountability:

1. Open the task where the problem exists.
2. Go to the Comments section.
3. Click Add Comment and choose the Blocker option (often a red flag icon).
4. Explain the problem in the comment and click Post.
5. Notifications: Everyone involved is notified (in-app and email) about the blocker.
6. Visual indicators: The task gets a red border/icon, and the process bar might also turn red to highlight the problem.

How do I resolve an issue (blocker)?

Once the blocker is fixed, anyone involved can resolve the blocker comment.

1. Go to the comment reporting the blocker.
2. Click the option to Resolve the issue (this might be under a menu on the comment).
3. You might add a comment explaining how it was fixed.
4. The red indicators disappear, and the resolving comment might be highlighted green.

How can I find processes with unresolved issues?

To see running processes with active blockers:

1. Go to the Tracker view.
2. Click Add Filter.
3. Choose the filter Show -> With issues.

---

How can I suggest improvements to templates?

If you have an idea to make the original template better (not just fix a one-time problem), add an improvement comment on the template.

How do I add improvement comments on templates?

1. Go to the Templates library and View the template.
2. Find the specific step you have feedback for.
3. Click the Comment button on that step.
4. Type your suggestion for improving the step in future processes.
5. Click Submit.

This comment links to the template step, not a running process.

How can template owners view improvement comments?

Users who can edit the template can see these suggestions:

1. Open the template in Edit mode.
2. Go to the Comments section in the sidebar.
3. View comments grouped by step.
4. Alternatively, click a step in the editor; if it has comments, an indicator shows them.

How can I act on improvement comments?

Template owners/editors can:

• Mark comments as ‘Read’.
• Edit the template based on feedback.
• ‘Hide’ addressed comments.
• Reply for clarification.

Using improvement comments helps gather feedback from users and supports continuous improvement of your standard processes.

Related articles

Process Improvement > Using comments and AI for process improvement

Tallyfy surpasses traditional process improvement methods by offering contextual improvement comments that capture real-time feedback directly on process steps and AI-powered capabilities that generate intelligent suggestions for optimization creating a continuous virtuous cycle of execution observation analysis and rapid implementation.

How To > Improve processes effectively

Effective process improvement involves crowdsourcing ideas from teams using built-in feedback tools measuring customer impact through satisfaction metrics identifying bottlenecks with analytics deploying immediate changes without versioning delays and embracing incremental improvements while balancing standardization with flexibility through structured methodologies and organizational learning documentation.

How To > Make people accountable for tasks

Tallyfy helps create accountability for tasks through transparent workflows automated reminders manual nudges single-person ownership features commenting systems blocker documentation clear task instructions expiration policies escalation paths and balanced accountability culture approaches.

Process Improvement > Understand process flow without flowcharts

Tallyfy templates provide an intuitive alternative to traditional flowcharts by allowing you to define sequential processes visualize real-time workflow status through tracker views identify bottlenecks using analytics and easily optimize flow through step reordering conditional logic and parallel processing capabilities.