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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?
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