Blueprints & Steps
A blueprint is a master template of any process with all the steps of the process
- What is a blueprint?
- What is a 'kick-off' form?
- What types of form fields can I create?
- What can I set in a blueprint?
- How can a I make sure a user completes the form?
- What can I add in steps and task comments?
- What is the blueprint library?
- How do blueprint and process tags work?
- How can I add and find process notes?
- How do I add 'process instructions'?
- What are tags used for?
- How do I reassign a process task?
- How do I set a task deadline to be dependent on another step?
- How do I automatically schedule a process?
- How does 'Only assigned member can complete task' work?
- How do I create sub-tasks?
- How do I set up an internal approval process?
- How do I archive or delete objects in Tallyfy?
- How do I archive and unarchive a blueprint?
- Will an existing process show newly added steps in the blueprint?