Blueprint vs. Process vs. One-off tasks
To see the magic of Tallyfy, you only need to do 3 things:
- Create your blueprint
- Start processes (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.
- 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:
- Order new print cartridges.
- Confirm caterer choices for annual employee lunch.
- ... and any other one-off to-do item!