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Blueprints & Steps

Map out your repeated processes

  • PROCESS > What is a 'process starter'?
  • PROCESS > Will an existing process show newly added steps in the blueprint?
  • TASK > Can I design my blueprint (or process) to run tasks in parallel and sequentially?
  • TASK > How can I embed webpages and videos in a task?
  • TASK > How can I make form values, images, photos, and files appear in other tasks?
  • TASK > How do I create sub-tasks?
  • TASK > How do I embed a GIF in a task?
  • TASK > How do I set an expiry step in a procedure?
  • TASK > What is a 'task'?
  • TASKS > How do I create and send an email - as a task?
  • TASKS > How do I set up an approval step in a procedure?
  • TOOLS > How can I use a blueprint as a snippet?
  • TOOLS > How do comments and @mentionting work?
  • TOOLS > How do I access blueprint activity logs?
  • TOOLS > How do I add and edit images in blueprints?
  • TOOLS > How do I change blueprint icons?
  • TOOLS > How do I create multiple, reusable snippets?
  • TOOLS > How do I search for blueprints, processes and tasks?
  • TOOLS > How do I use keyboard shortcuts in Tallyfy?
  • TOOLS > What are Power Tools in the blueprint editor?
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