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Report blockers in tasks

How to report blockers in tasks

Reporting an Issue

To report an issue in Tallyfy, follow these simple steps:

  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, follow these simple steps:

  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

Tracker View > Manage and track my processes

Tallyfy’s cloud-based platform offers comprehensive process management through a user-friendly dashboard that enables tracking sorting filtering and monitoring progress statuses for enhanced workflow efficiency.

Tracker View > Check process activity

The Activity stream feature enables users to monitor all process-related actions through a detailed log accessible via Settings and Activity tab in the Tracker.

Tracking And Tasks > More about tasks

Tallyfy distinguishes between standalone one-off tasks and process-linked tasks while primarily focusing on managing recurring processes within its workflow system.

Tracking And Tasks > Check notifications

Real-time notifications are displayed in the top-right corner of Tallyfy’s interface and can be accessed through the “View All Notifications” button to stay informed about important updates and actions.
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