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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?
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