Processes & Tasks
Blueprints in action
- TOOLS > How do I create multiple, reusable snippets?
- PROCESS > How do I create a client approval (looping) process?
- USERS > How do I collaborate in real-time on blueprints via co-editing?
- TOOLS > How do I access activity log of a process?
- USERS > How do I assign a one-off task to a guest?
- 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?