Processes & Tasks
Blueprints in action
- 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 > What can I add in comments?
- GUEST > How can guests track all their processes?
- TRACKER > What is a 'process'?
- TRACKER > What do the colors in the processes' progress bar indicate?
- TRACKER > What does +Create do?
- TRACKER > How can I view my process dashboard in a table format?
- TRACKER > What is 'Tracker' in the side bar?
- PROCESS > How can I add tasks to an active process?
- PROCESS > What can I change in a process after it has started?
- ORGANIZATION > How do I archive and unarchive a process?
- GUEST > How can guests receive a daily emails digest of their ongoing tasks?
- TOOLS > What are Power Tools in the blueprint editor?
- USERS > How do I assign tasks in a process to a guest?
- FORM > What is a kick-off form?
- TASK > What is a one-off task?
- FILE > Where are files stored on Tallyfy?
- BLUEPRINT > What is the 'Advanced tab'?