Processes & Tasks
A process is an instance (or a copy) of a blueprint with assigned tasks
- Where are files stored on Tallyfy?
- What is a 'process'?
- How can you set all assignees to complete a task (everyone must complete)?
- How does 'Only assigned member can complete task' work?
- What is the 'Advanced tab'?
- What is a kick-off form?
- How do I launch a process?
- What is 'issue reporting'?
- What is a 'task'?
- How do I reassign a process task?
- How can I add and find process notes?
- How do I assign tasks in a process to a guest?
- What is 'More details' in the active process' view'?
- What is 'More details' in the 'start process' view'?
- Can I assign multiple people to a task?
- What does +Create do?
- What is 'Tasks' in the sidebar?
- How do I set a task deadline to be dependent on another step?
- What is 'Processes' in the side bar?
- How can I make sure a user completes the form?