Blueprints & Steps
A blueprint is like a recipe that you "rinse and repeat" for every process.
- What is a blueprint?
- What is the library?
- What are tags used for?
- What types of form fields can I create?
- What does the 'More details' sidebar do on the blueprint editor?
- What can I set in a blueprint?
- How do I reassign a process task?
- Will an existing process show newly added steps in the blueprint?
- How do I upload a file to a task?
- What can I add in comments?
- How do I archive and unarchive a blueprint?
- What is a kick-off form?
- How do I set a task deadline to be dependent on another step?
- How do I create sub-tasks?
- What is a 'process starter'?
- How do I archive or delete objects in Tallyfy?
- How do I set up an internal approval process?
- What are some use cases for Tallyfy?
- How can I add and find process notes?
- How do I move a step in a blueprint?