Processes & Tasks
A process is an instance (or a copy) of a blueprint with assigned tasks
- What can I change in a process after it has started?
- What are 'custom process views'?
- How do I archive and unarchive a process?
- What can I add in comments?
- What are task views?
- How can I keep confidential data hidden in a task?
- How do I archive or delete objects in Tallyfy?
- What is Power Assign?
- How do comments and @mentioning work?
- What types of files can be uploaded to a 'file upload' form field?
- What are tags used for?
- How do I auto-schedule a process to launch on a recurring basis?
- How can I make form values, images, photos and files appear in other tasks?
- How can I export or download a CSV of a process?
- How can I remove a tag?
- How do I add 'process instructions'?
- How can I edit a process before it is launched?
- What can be added to task descriptions?
- How do I upload a file to a task?
- What do the task and process deadlines mean?