Processes & Tasks
Blueprints in action
- 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?
- TOOLS > How do I edit comment visibility and other comment states?
- TASKS > How do I set up an approval 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 > 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 > 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?