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Blueprints & Steps

Map out your repeated processes

  • TOOLS > How do I use keyboard shortcuts in Tallyfy?
  • USERS > How can you require all assignees to complete a task (everyone must complete)?
  • PROCESS > How can I add tasks to an active process?
  • BLUEPRINT > How can I auto-name a process?
  • DOCUMENT > What is a Document? How do I create a document?
  • FORM > What is a kick-off form?
  • CSV > How can I export a CSV of a process?
  • FORM > What types of form fields can I create?
  • BLUEPRINT > What is a blueprint?
  • USERS > How do I reassign a process task?
  • TOOLS > What are Power Tools in the blueprint editor?
  • ACCESS > How can I read, download, or print a blueprint?
  • BLUEPRINT > What is the 'Advanced' tab?
  • TASKS > How do I set up an approval step in a procedure?
  • ORGANIZATION > What is the library?
  • TASK > What is a 'task'?
  • TOOLS > How do I search for blueprints, processes and tasks?
  • FORM > What is a Form?
  • TRACKER > What does +Create do?
  • ORGANIZATION > How can I organize blueprints into folders?
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