Blueprints & Steps
Map out your repeated processes
- FILE > How do I upload a file to a task?
- FORM > In form fields - how does the field alias and field ID change between a blueprint and a process?
- FORM > What is a Form?
- FORM > What is a kick-off form?
- FORM > What types of form fields can I create?
- GUEST > What is a guest?
- ORGANIZATION > How can I delete a tag?
- ORGANIZATION > How can I organize blueprints into folders?
- ORGANIZATION > How do I archive and unarchive a blueprint?
- ORGANIZATION > How do I archive or delete objects in Tallyfy?
- ORGANIZATION > How do I delete a blueprint?
- ORGANIZATION > What are tags used for?
- ORGANIZATION > What is the library?
- PROCEDURE > What is a Procedure?
- PROCESS > How can I add and find process notes?
- PROCESS > How can I add tasks to an active process?
- PROCESS > How can I edit a process before it is launched?
- PROCESS > How to create a client approval (looping) process?
- PROCESS > What is a 'process starter'?
- PROCESS > Will an existing process show newly added steps in the blueprint?