Blueprints & Steps
A blueprint is like a recipe that you "rinse and repeat" for every process.
- What is the 'Advanced tab'?
- What types of form fields can I create?
- What is a kick-off form?
- How do I reassign a process task?
- How do I archive and unarchive a blueprint?
- How can I add and find process notes?
- What is the Power Builder?
- What are some use cases for Tallyfy?
- How can I read, download or print a blueprint?
- What is the library?
- What does the 'More details' sidebar do on the blueprint editor?
- What sample blueprints does Tallyfy provide?
- What does +Create do?
- How can I make sure a user completes the form?
- How can I organize blueprints into folders?
- What can I add in comments?
- How do I archive or delete objects in Tallyfy?
- How can I copy a blueprint?
- How can I make form values, images, photos and files appear in other tasks?
- How can I export or download a CSV of a process?