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Processes & Tasks

Blueprints in action

  • 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?
  • USERS > How to collaborate in real-time on blueprints via co-editing?
  • 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'?
  • USERS > How can you require all assignees to complete a task (everyone must complete)?
  • TASK > How can my clients track their tasks?
  • PROCESS > What are 'Process Details' in every task?
  • TOOLS > How do you report an issue when you make a comment?
  • ORGANIZATION > What are tags used for?
  • PROCESS > How do I launch a process?
  • PROCEDURE > What is a Procedure?
  • TASK > What can be added to task descriptions?
  • USERS > How can I allow only the assigned user to complete a task?
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