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Blueprints & Steps

Map out your repeated processes

  • EXAMPLES > What are some use cases for Tallyfy?
  • EXAMPLES > What sample blueprints does Tallyfy provide?
  • 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?
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