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Managing tasks

Tasks are individual work items in Tallyfy - either steps within a running process or standalone one-off tasks. The API lets you list, get, create, update, complete, and reopen them.

See the pages below for request details and code examples.

Code Samples > Managing processes (Runs)

The Tallyfy API manages processes (called “runs”) through org-scoped endpoints that cover launching from templates or as empty containers and listing and filtering and fetching details and updating and archiving and restoring and permanently deleting processes along with retrieving activity feeds for audit trails.

Tracking And Tasks > More about tasks

Tallyfy organizes all work into two types of tasks — process tasks that run inside repeatable workflow templates and one-off standalone to-dos — where steps in templates become active tasks upon launch and timing controls like start times and deadlines keep everyone aligned on what to do and when.

Tasks > Edit tasks

Tallyfy lets you edit any task on the fly — reassign people and update descriptions with rich text and media and adjust due dates for both standalone tasks and tasks inside running processes.

Tasks > Get task

Tallyfy’s API lets you fetch any single task by its ID using a GET request and optionally include related data like form fields and process run details through query parameters.