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 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 annual employee lunch.
- ... and any other one-off to-do item!
Learn more about One-off Tasks here!
Default tasks are the steps in a blueprint. They are tasks to complete in a workflow. When you launch a process, it will carry over the blueprint's default tasks.
Learn more about Default Tasks here!
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.
Learn more about Approval steps here!
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.
Learn more about Expiry steps here!
- Automated Tasks
- Email Tasks
- Payment Tasks
- Call Tasks
If you have a specific task in mind or want to know more about upcoming features, please reach out to us at firstname.lastname@example.org. We look forward to chatting with you!