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.
Open the task where the problem exists.
Go to the Comments section.
Click Add Comment and choose the Blocker option (often a red flag icon).
Explain the problem in the comment and click Post .
Notifications : Everyone involved is notified (in-app and email) about the blocker.
Visual indicators : The task gets a red border/icon, and the process bar might also turn red to highlight the problem.
Resolving an issue (blocker) Once the blocker is fixed, anyone involved can resolve the blocker comment.
Go to the comment reporting the blocker.
Click the option to Resolve the issue (this might be under a menu on the comment).
You might add a comment explaining how it was fixed.
The red indicators disappear, and the resolving comment might be highlighted green.
Finding processes with unresolved issues To see running processes with active blockers:
Go to the Tracker
Click Add Filter .
Choose the filter Show -> 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.
Go to the Templates library and View the template.
Find the specific step you have feedback for.
Click the Comment button on that step.
Type your suggestion for improving the step in future processes.
Click Submit .
This comment links to the template step, not a running process.
Users who can edit the template can see these suggestions:
Open the template in Edit mode.
Go to the Comments section in the sidebar.
View comments grouped by step.
Alternatively , click a step in the editor; if it has comments, an indicator shows them.
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
Organizations can continuously enhance their operations by gathering team insights analyzing customer feedback monitoring metrics implementing immediate changes and focusing on customer-centric improvements while maintaining a balance between standardization and adaptability.
How To > Make people accountable for tasks
Tallyfy’s comprehensive system combines automated reminders visible workflows clear task ownership manual notifications commenting features and structured escalation paths to establish effective accountability measures for task completion.
Processes > Managing the complete process lifecycle
A comprehensive guide to managing the entire lifecycle of processes in Tallyfy, from creation and launching to monitoring, tracking, and completion.
Tasks > Manage comments
Users can manage task discussions by adding editing and deleting comments while using @mentions to notify team members directly within Tallyfy’s task interface.
