Blueprint vs. Process vs. One-off tasks

      To see the magic of Tallyfy, you only need to do 3 things:

      1. Create your blueprint
      2. Start processes (using your blueprint) 
      3. Track the progress of the process

        A short video:

      What is a blueprint?

      The first step in using Tallyfy is creating a blueprint. A blueprint is a template for a repeatable process. It's like a recipe - it's created once, and then it's repeatable to actually "start doing" work. A blueprint should have all the steps you want future processes to follow.

      Repeatable processes can be found all over your business. An example of a blueprint is  New client onboarding, more are listed below.

      You will find some sample blueprints in your Tallyfy Library: Each blueprint defines the steps with details on how you want the task to be done:

      What is a process?

      A process is an instance of a blueprint. When you start a process, Tallyfy follows the instructions on the blueprint and kicks off a unique process. Each step is assigned as a task. Here is an example of a process that is kicked off from specific blueprints.

      1. Blueprint is Client Onboarding and the Process name is Sam Smith.
      • Every time you want to start a process, use a blueprint - which gives you all the steps to kick things off.

      You can then track the process of each process in the Processes tab:

      This is what the progress bar colors indicate:

      What is a process task?

      Every process has tasks. Each task can contain:

      • Task title
      • Task description
      • Who can do it
      • When it should be done by
      • The information you want to collect (in form fields)
      • Comments, issues, and discussion.
      • More about tasks can be found here -  Process & Tasks.

      What is a one-off task?

      A one-off task is independent of any process. Some examples of one-off tasks you can assign to yourself or others:

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

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