What types of tasks can I create in Tallyfy?

Tallyfy allows you to create different kinds of tasks:

1. One-off task

One-off tasks are independent of any process or workflow. Some examples of one-off tasks you can assign to yourself or others:

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

For more details on one-off tasks, please visit - https://support.tallyfy.com/article/172-what-is-a-one-off-task

2. Default task

Default tasks are steps from a blueprint launched into an active process.

For more details, please visit - https://support.tallyfy.com/article/51-what-is-a-task

3. Approve/Reject task

Approval tasks can be used as a part of a process to capture approvals for different use cases.

For more details, please visit - https://support.tallyfy.com/article/409-how-do-i-set-up-an-approval-step-in-a-procedure

4. Automated* task

5. Email* task

6. Payment* task

7. Call* task

*Task types coming soon. If you would like to request more types of tasks or would like to know more about upcoming features, please feel free to write to us at support@tallyfy.com.

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