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More about tasks

What are tasks in Tallyfy?

Section titled “What are tasks in Tallyfy?”

Tasks are the work items your team completes in Tallyfy every day. There are two types.

Why do tasks matter?

Section titled “Why do tasks matter?”

Tasks drive everything in Tallyfy. When your team understands them:

  • Everyone knows exactly what to do - no “what’s next?” confusion
  • Work gets done right, by the right people, at the right time
  • AI can help complete tasks automatically with BYO AI integration

Curious why AI handles a single task well but stumbles on a whole job? Try the AI task reliability calculator ↗.

What timing concepts apply to tasks?

Section titled “What timing concepts apply to tasks?”

Tallyfy gives you two timing controls:

  • Start time - when someone should begin working on the task. It’s guidance, not enforced
  • Deadline - the hard stop. Miss this and it shows as overdue

You can set both on templates and one-off tasks. Use expiring tasks for FYI items that auto-complete at deadline - this prevents task debt.

Two types of tasks

Section titled “Two types of tasks”
  1. Process tasks - these live inside your process templates, connected to other tasks in a workflow. Perfect for anything you do repeatedly
  2. One-off tasks - quick, standalone to-dos. No template needed. Create it, assign it, done

What’s the difference between tasks and steps?

Section titled “What’s the difference between tasks and steps?”

Steps live in templates. Tasks live in running processes.

When you build a template, you add steps - the blueprint. Each step has a type (task, approval, expiring, email, or expiring email). When you launch that template, those steps become tasks that people complete. The step’s type carries over directly - a task step becomes a task, an approval step becomes an approval task.

See all available types in the step/task types article.

What should I learn next?

Section titled “What should I learn next?”

Explore the different types of tasks Tallyfy offers - each type solves specific workflow problems.

Need something done fast? Learn how to create a one-off task.

When things go sideways, report and resolve issues using Tallyfy’s blocker system.

Section titled “Related articles”

Tasks > Step types

Tallyfy has two task categories and five step types. Process tasks are steps inside templates…
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