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Report blockers and improvement feedback

Reporting task blockers and suggesting template improvements

Tallyfy provides ways to flag problems in running workflows (Blockers) and suggest changes to templates (Improvement Comments).

Reporting an issue (blocker) on a task

If you have a problem stopping you completing a task in a running process, you can report it.

  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). Reporting a blocker comment
  4. Explain the problem in the comment and click Post.
  5. Notifications: Everyone involved is notified (in-app and email) about the blocker. Blocker notification example
  6. Visual indicators: The task gets a red border/icon, and the process bar might also turn red to highlight the problem. Task marked with a blocker Process tracker showing an issue

Resolving 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). Resolving a blocker 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.

Finding 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. Filter for processes with issues

Suggesting 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.

Adding 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.

Viewing improvement comments (template owners/editors)

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.

Acting 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.

How To > Improve processes effectively

A comprehensive guide to enhancing organizational efficiency through team feedback customer input data analysis change management incremental improvements automation strategies and structured methodologies while maintaining focus on measurable customer impact and organizational learning.

How To > Make people accountable for tasks

Tallyfy enhances task accountability through transparent workflows automated reminders clear ownership features commenting systems blocker documentation and structured escalation paths while fostering a balanced supportive culture.
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