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Processes & Tasks

Blueprints in action

  • TOOLS > How to create multiple, reusable snippets?
  • TRACKER > How do I see all tasks in an active process?
  • USERS > What are Power Tools for bulk-changing deadlines and assignees?
  • BLUEPRINT > How can I automatically launch another process after a task is completed in Tallyfy?
  • TOOLS > How do I edit comment visibility and other comment states?
  • USERS > Can I assign multiple people to a task?
  • TASKS > How do I set up an approval step in a procedure?
  • TASK > What types of tasks can I create in Tallyfy?
  • TASK > How do I set an expiry step in a procedure?
  • USERS > How can a guest resubmit a task or a form after it is completed?
  • TRACKER > How can I change the process name?
  • PROCESS > How can I add and find process notes?
  • TASK > How can I make form values, images, photos, and files appear in other tasks?
  • TOOLS > How do I search for blueprints, processes and tasks?
  • TOOLS > How do comments and @mentioning work?
  • TOOLS > What can I add in comments?
  • GUEST > How can guests track all their processes?
  • TRACKER > What is a 'process'?
  • TRACKER > What do the colors in the processes' progress bar indicate?
  • TRACKER > What does +Create do?
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