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?