To report a problem or issue that blocks task completion, use the Blocker comment feature. Navigate to the task, add a comment, select the Blocker option (red flag icon), and explain the problem. To resolve the issue once fixed, find the blocker comment and click Resolve.
Tallyfy lets you report workflow issues two ways - flag immediate blockers in running processes (also called reporting problems) and suggest template improvements for the future. You get instant visibility when something’s stuck, plus a way to make your workflows better over time.
How do I report task blockers in Tallyfy?
Hit a roadblock that’s stopping you from completing a task? Tallyfy’s blocker reporting system (previously called “report/resolve problem”) gets the right people involved immediately.
Got an idea to improve the template itself? Not just a one-time fix, but something that’ll make future processes better? Add an improvement comment directly on the template.
How do I add improvement comments on templates?
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.
Important: These comments attach to the template step itself - they’re not tied to any specific running process.
How can template owners view improvement comments?
If you can edit the template, here’s how to 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.
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.
That’s how you turn real-world experience into better templates. Every suggestion helps refine your processes.
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.
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.
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.
