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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?
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