Processes & Tasks
Blueprints in action
- TRACKER > What is 'Tasks' in the sidebar?
- FILE > What types of files can be uploaded to a 'file upload' form field?
- TASK > How do I complete a task?
- TRACKER > What is 'Tracker' in the side bar?
- TASK > What are task views?
- TOOLS > How do comments and @mentionting work?
- TRACKER > How can I view my process dashboard in a table format?
- TOOLS > What does the 'star' on the process card do?
- TRIGGER > CLICK-TO-LAUNCH > What are Magic Links in Tallyfy?
- FILE > Where are files stored on Tallyfy?
- TASK > What can be added to task descriptions?
- TASKS > How do task comments and @mentioning work?
- 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 > 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?
- TOOLS > How do I create multiple, reusable snippets?
- PROCESS > How do I create a client approval (looping) process?