Blueprints & Steps
Map out your repeated processes
- FORM > What types of form fields can I create?
- USERS > How do I reassign a process task?
- BLUEPRINT > What is a blueprint?
- TOOLS > What are Power Tools in the blueprint editor?
- ACCESS > How can I read, download, or print a blueprint?
- DOCUMENT > What is a Document? How do I create a document?
- BLUEPRINT > What is the 'Advanced' tab?
- TASKS > How do I set up an approval step in a procedure?
- PROCESS > How can I add tasks to an active process?
- ORGANIZATION > What is the library?
- TASK > What is a 'task'?
- TOOLS > How do I search for blueprints, processes and tasks?
- FORM > What is a Form?
- TRACKER > What does +Create do?
- ORGANIZATION > How can I organize blueprints into folders?
- ACCESS > How can I create a blueprint copy?
- BLUEPRINT > How do I add another step to a blueprint?
- TOOLS > How do comments and @mentionting work?
- TASKS > How do I create and send an email - as a task?
- TASK > How do I set an expiry step in a procedure?