Blueprints & Steps
Map out your repeated processes
- 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?
- 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?
- FORM > What is a kick-off form?