Blueprints & Steps
Map out your repeated processes
- ACCESS > How can I create a blueprint copy?
- BLUEPRINT > How do I add another step to a blueprint?
- TOOLS > How do comments and @mentionting work?
- TASKS > How do I create and send an email - as a task?
- TASK > How do I set an expiry step in a procedure?
- EXAMPLES > What sample blueprints does Tallyfy provide?
- TOOLS > How can I use a blueprint as a snippet?
- TRIGGER > COMPLETE-TASK-TO-LAUNCH > How can I automatically launch another process after a task is completed in Tallyfy?
- ACCESS > How do I import a blueprint?
- ACCESS > How do I make my blueprint accessible to anyone outside of my organization?
- 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?