Tallyfy Support
  • Support Home
  • Basics
  • Features
  • Integrations
  • Analytics

Processes & Tasks

Blueprints in action

  • FILE > Where are files stored on Tallyfy?
  • DOCUMENT > How do I create and insert form fields into a document automation?
  • TASK > What can be added to task descriptions?
  • TASKS > How do task comments and @mentioning work?
  • TRIGGER > TALLYFY-FORM-TO-LAUNCH > How do I launch a process when a public Tallyfy form is filled out?
  • TASKS > How do I create and send an email - as a task?
  • TASK > How do I set an expiry step in a procedure?
  • TOOLS > How do you report an issue when you make a comment?
  • USERS > How do I view email logs for any member or guest?
  • TRIGGER > MANUAL-LAUNCH > How do I launch a process manually?
  • TRIGGER > COMPLETE-TASK-TO-LAUNCH > How can I automatically launch another process after a task is completed in Tallyfy?
  • FILE > How do I upload a file to a task?
  • USERS > Can I assign multiple people to a task?
  • TOOLS > How do I create multiple, reusable snippets?
  • PROCESS > How do I create a client approval (looping) process?
  • 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?
  • 1
  • 2
  • 3
  • 4
  • 5

Categories

  • Blueprints & Steps
  • Triggers
  • Documents
  • Processes & Tasks
  • Roles & Permissions
  • Guests
  • Forms
  • Deadlines
  • Rules
  • Notifications & Emails
  • Account Settings
  • Testing & Training
  • Billing
  • Terms & Legals
  • Tallyfy Support & Services
No results found

© Tallyfy 2022. Powered by Help Scout