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Processes & Tasks

Blueprints in action

  • TOOLS > How do I use keyboard shortcuts in Tallyfy?
  • TOOLS > How do I auto-archive completed processes?
  • USERS > How can you require all assignees to complete a task (everyone must complete)?
  • PROCESS > How can I add tasks to an active process?
  • DOCUMENT > How do I create and insert form fields into a document automation?
  • FORM > What is a kick-off form?
  • TRIGGER > CLICK-TO-LAUNCH > What are Magic Links in Tallyfy?
  • CSV > How can I export a CSV of a process?
  • FILE > Where are files stored on Tallyfy?
  • 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?
  • TASK > What types of tasks can I create in Tallyfy?
  • BLUEPRINT > What is the 'Advanced' tab?
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