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Templates & Steps

Map out your repeated processes

  • TASK > How do I create sub-tasks?
  • TASK > How do I embed a GIF in a task?
  • USERS > How do I set up an internal approval process?
  • USERS > How can I make sure a user completes a form?
  • ORGANIZATION > How can I delete a tag?
  • ORGANIZATION > How do I archive or delete objects in Tallyfy?
  • DEADLINE > How do I set a task deadline to be dependent on another step?
  • TRACKER > What does 'Advanced Settings' do in the template editor?
  • PROCESS > How can I edit a process before it is launched?
  • TEMPLATE > Where can I add a template description?
  • USERS > How can I allow only the assigned user to complete a task?
  • PROCEDURE > What is a Procedure?
  • ORGANIZATION > How do I delete a template?
  • ORGANIZATION > What are tags used for?
  • TOOLS > How do I change template icons?
  • TEMPLATE > What can I do in a procedure?
  • DEADLINE > What deadlines can I set in a template and process?
  • TOOLS > How do I add and edit images in templates?
  • TEMPLATE > How do I move a step in a template?
  • TOOLS > What can I add in comments?
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