TASK > What types of tasks can I create in Tallyfy?

Tasks come in many sizes, shapes, and forms. We'll go through them here!

One-off Task

One-off tasks are independent of any process or workflow. They're to-do list items or event-specific:

• Order new print cartridges.
• Confirm caterer choices for the annual employee lunch.
• ... and any other one-off to-do item!

Default Task

Default tasks are the steps in a template. They are tasks to complete in a workflow. When you launch a process, it will carry over the template's default tasks.

Approve/Reject Task

Default and One-off Tasks can be switched to an  Approval/Rejection format. When you need a supervisor's approval or a client's confirmation, use this format instead. It will eliminate email chains and any confusion in communication. 

Expiry Task

Default and One-off Tasks can also be switched to an Expiry format. When you need to notify or inform team members about a certain update use this format instead. This task only needs an acknowledgement and expires at the set expiry date. 

Email Task

One-off Tasks can be switched to an Email format. When you need to send information to a member or a guest through an email without stepping away from Tallyfy use this task type. It will save you the time and help you send process information seamlessly. 

Coming Soon!

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Automated Tasks

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Payment Tasks

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Call Tasks

If you have a specific task in mind or want to know more about upcoming features, please reach out to us at support@tallyfy.com. We look forward to chatting with you!