Processes & Tasks
Blueprints in action
- ORGANIZATION > What are tags used for?
- PROCEDURE > What is a Procedure?
- PROCESS > How can I add and find process notes?
- PROCESS > How can I add tasks to an active process?
- PROCESS > How can I edit a process before it is launched?
- PROCESS > How do I create a client approval (looping) process?
- PROCESS > What are 'Process Details' in every task?
- PROCESS > What can I change in a process once it has been launched?
- PROCESS > What is a 'process starter'?
- PROCESS > Will an existing process show newly added steps in the template?
- TASK > How can I embed webpages and videos in a task?
- TASK > How can I enlarge an image inside of a task?
- TASK > How can I make form values, images, photos, and files appear in other tasks?
- TASK > How can my clients track their tasks?
- TASK > How do I change the deadline of a task?
- TASK > How do I complete a task?
- TASK > How do I create sub-tasks?
- TASK > How do I delete a one-off task?
- TASK > How do I embed a GIF in a task?
- TASK > How do I set an expiry step in a procedure?