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Blueprints & Steps

Map out your repeated processes

  • BLUEPRINT > What is the 'Advanced' tab?
  • TASKS > How do I set up an approval step in a procedure?
  • PROCESS > How can I add tasks to an active process?
  • 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?
  • ACCESS > How can I create a blueprint copy?
  • BLUEPRINT > How do I add another step to a blueprint?
  • TOOLS > How do comments and @mentionting work?
  • ACCESS > How can I read, download, or print a blueprint?
  • TASKS > How do I create and send an email - as a task?
  • TASK > How do I set an expiry step in a procedure?
  • EXAMPLES > What sample blueprints does Tallyfy provide?
  • TOOLS > How can I use a blueprint as a snippet?
  • TRIGGER > COMPLETE-TASK-TO-LAUNCH > How can I automatically launch another process after a task is completed in Tallyfy?
  • ACCESS > How do I import a blueprint?
  • ACCESS > How do I make my blueprint accessible to anyone outside of my organization?
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