Processes & Tasks
Blueprints in action
- TRIGGER > MANUAL-LAUNCH > How do I launch a process manually?
- USERS > How do I assign tasks in a process to a guest?
- TOOLS > What are custom process views?
- USERS > Can I assign multiple people to a task?
- USERS > How do I reassign a process task?
- TRIGGER > TALLYFY-FORM-TO-LAUNCH > How do I launch a process when a public Tallyfy form is filled out?
- USERS > How do I assign a one-off task to a guest?
- TOOLS > What are Power Tools in the blueprint editor?
- USERS > What are Power Tools for bulk-changing deadlines and assignees?
- DOCUMENT > How do I create and insert form fields into a document automation?
- TASK > What types of tasks can I create in Tallyfy?
- BLUEPRINT > What is the 'Advanced' tab?
- TASK > What is a one-off task?
- TASKS > How do I set up an approval step in a procedure?
- PROCESS > How can I add tasks to an active process?
- TASK > What is a 'task'?
- TOOLS > How do I search for blueprints, processes and tasks?
- PROCESS > What can I change in a process once it has been launched?
- FORM > What is a Form?
- TRACKER > What does +Create do?