Blueprints & Steps
Map out your repeated processes
- FILE > How do I upload a file to a task?
- TOOLS > How do I create multiple, reusable snippets?
- PROCESS > How do I create a client approval (looping) process?
- USERS > How do I collaborate in real-time on blueprints via co-editing?
- TOOLS > How do I access blueprint activity logs?
- ACCESS > How do I see example blueprints created by everyone on the Public Library?
- ORGANIZATION > How do I sort and favorite blueprints?
- BLUEPRINT > What are the different types of blueprints available in Tallyfy?
- GUEST > What is a guest?
- PROCESS > How can I add and find process notes?
- TASK > How can I make form values, images, photos, and files appear in other tasks?
- TOOLS > What can I add in comments?
- BLUEPRINT > How do I move a step in a blueprint?
- TOOLS > How do I add and edit images in blueprints?
- TOOLS > What are Power Tools in the blueprint editor?
- FORM > What is a kick-off form?
- DOCUMENT > What is a Document? How do I create a document?
- USERS > How can you require all assignees to complete a task (everyone must complete)?
- DEADLINE > What deadlines can I set in a blueprint and process?
- FORM > What types of form fields can I create?