Blueprints & Steps
Map out your repeated processes
- PROCESS > How do I create a client approval (looping) process?
- 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 set up an approval step in a procedure?
- 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?
- TOOLS > What can I add in comments?
- TOOLS > What is the Power Builder?