Templates & Steps
Map out your repeated processes
- TOOLS > How do I create multiple, reusable snippets?
- TOOLS > How do I search for templates, processes and tasks?
- TOOLS > How do I use keyboard shortcuts in Tallyfy?
- TOOLS > What are Power Tools in the template editor?
- TOOLS > What can I add in comments?
- TOOLS > What is the Power Builder?
- TRACKER > What does +Create do?
- TRACKER > What does 'Advanced Settings' do in the template editor?
- TRIGGER > COMPLETE-TASK-TO-LAUNCH > How can I automatically launch another process after a task is completed in Tallyfy?
- USERS > How can I allow only the assigned user to complete a task?
- USERS > How can I make sure a user completes a form?
- USERS > How can you require all assignees to complete a task (everyone must complete)?
- USERS > How do I collaborate in real-time on templates via co-editing?
- USERS > How do I reassign a process task?
- USERS > How do I set up an internal approval process?