Templates & Steps
Map out your repeated processes
- ACCESS > How can I create a template copy?
- ACCESS > How can I read, download or print a process?
- ACCESS > How can I read, download, or print a template?
- ACCESS > How do I import a template?
- ACCESS > How do I make my template accessible to anyone outside of my organization?
- ACCESS > How do I see example templates created by everyone on the Public Library?
- ACCESS > How do I share a Tallyfy template?
- ACCOUNT > Where can I find the organization ID, template ID, and process ID?
- CSV > How can I export a CSV of a process?
- DEADLINE > How do I set a task deadline to be dependent on another step?
- DEADLINE > What deadlines can I set in a template and process?
- DOCUMENT > What is a Document? How do I create a document?
- EXAMPLES > How do I map BPMN patterns into Tallyfy?
- EXAMPLES > What are some use cases for Tallyfy?
- EXAMPLES > What sample templates does Tallyfy provide?
- FILE > How do I upload a file to a task?
- FORM > How can I create a table form field and reference it in other tasks?
- FORM > In form fields - how does the field alias and field ID change between a template and a process?
- FORM > What is a Form?
- FORM > What is a kick-off form?