Templates & Steps
Map out your repeated processes
- DEADLINE > How do I set a task deadline to be dependent on another step?
- ORGANIZATION > How do I archive and unarchive a template?
- TASK > How can I make form values, images, photos, and files appear in other tasks?
- USERS > How do I reassign a process task?
- USERS > How can you require all assignees to complete a task (everyone must complete)?
- PROCESS > How do I create a client approval (looping) process?
- TASK > How do I create sub-tasks?
- TASK > Can I design my template (or process) to run tasks in parallel and sequentially?
- ORGANIZATION > How do I archive or delete objects in Tallyfy?
- FILE > How do I upload a file to a task?
- EXAMPLES > How do I map BPMN patterns into Tallyfy?
- TASK > How can I embed webpages and videos in a task?
- EXAMPLES > What are some use cases for Tallyfy?
- PROCESS > Will an existing process show newly added steps in the template?
- TOOLS > What is the Power Builder?
- TEMPLATE > What is the 'Advanced' tab?
- Template > How do I add another step to a template?
- TEMPLATE > How do I move a step in a template?
- PROCESS > What is a 'process starter'?
- TASKS > How do I create and send an email - as a task?