Blueprint vs. Process vs. One-off tasks
To see the magic of Tallyfy, you only need to do 3 things:
- Create your blueprint
- Launch a process (using your blueprint)
- 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.
If a blueprint is Client Onboarding then the process name is Sam Smith - the name of the specific client being onboarded.
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 progress of each process in the Processes dashboard.
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:
- Order new print cartridges.
- Confirm caterer choices for annual employee lunch.
- ... and any other one-off to-do item!