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Create a one-off task

Create a one-off task

Section titled “Create a one-off task”

Click + Create and choose Create task to make a standalone to-do with a deadline and assignee - no template needed.

One-off tasks in Tallyfy are independent action items. Use them for urgent work, follow-up actions, or anything that doesn’t fit a standard process.

When to use one-off tasks

Section titled “When to use one-off tasks”

Got a quick request that doesn’t fit your standard processes? One-off tasks let you track it in Tallyfy without building a whole template. Follow-ups, document reviews, unexpected requests - they all work here alongside your process-based workflows.

  1. Click the + Create button and choose Create task.

  2. Create task button in workflow interface

  3. Fill in the task details:

  • Name: A clear title for the task (up to 600 characters).
  • Type: Pick a task type - Regular works for most things, but you’ve also got Approve/Reject, Expiring (auto-completes at deadline to prevent task debt), Email, and Auto-Send Email.
  • Description: Instructions or context the assignee needs.
  • Assignee: Who’s doing this? You can assign members, groups, or guests.
  • Deadline: Required. When the task must be done.
  • Start time: Optional. When work should begin.
  • Form fields: Add form fields to collect data on completion.
  • Advanced: Link this task to a running process or template, add tags, set a webhook, or toggle settings like “everyone must complete.”
Create task dialog with assignment and deadline fields
  1. Click Create Task.
  2. Assignees get a notification right away.
  3. When they complete it, you’ll get notified too.

What should I learn next?

Section titled “What should I learn next?”
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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