Processes & Tasks
Blueprints in action
- FILE > What types of files can be uploaded to a 'file upload' form field?
- PROCESS > What can I change in a process after it has started?
- TASK > How do I complete a task?
- TRACKER > What is 'Tracker' in the side bar?
- TOOLS > What are custom process views?
- TRACKER > What is 'Tasks' in the sidebar?
- TASK > What are task views?
- TOOLS > How do comments and @mentionting work?
- TRACKER > How can I view my process dashboard in a table format?
- TOOLS > What does the 'star' on the process card do?
- TRIGGER > CLICK-TO-LAUNCH > What are Magic Links in Tallyfy?
- FILE > Where are files stored on Tallyfy?
- DOCUMENT > How do I create and insert form fields into a document automation?
- TASK > What can be added to task descriptions?
- TASKS > How do task comments and @mentioning work?
- TRIGGER > TALLYFY-FORM-TO-LAUNCH > How do I launch a process when a public Tallyfy form is filled out?
- TASKS > How do I create and send an email - as a task?
- TASK > How do I set an expiry step in a procedure?
- TOOLS > How do you report an issue when you make a comment?
- USERS > How do I view email logs for any member or guest?