Processes & Tasks
Blueprints in action
- TASK > How do I set an expiry step in a procedure?
- USERS > How do I collaborate in real-time on templates via co-editing?
- PROCESS > How can I add tasks to an active process?
- TOOLS > How do I search for templates, processes and tasks?
- TOOLS > How do comments and @mentionting work?
- TOOLS > How do I access activity log of a process?
- USERS > How do I set up an internal approval process?
- DEADLINE > How do I set a task deadline to be dependent on another step?
- TASK > How can I make form values, images, photos, and files appear in other tasks?
- USERS > How do I reassign a process task?
- USERS > How can you require all assignees to complete a task (everyone must complete)?
- PROCESS > How do I create a client approval (looping) process?
- FILE > What types of files can be uploaded to a 'file upload' form field?
- USERS > How do I assign a one-off task to a guest?
- ORGANIZATION > How do I archive and unarchive a process?
- TASK > How do I create sub-tasks?
- ORGANIZATION > How do I archive or delete objects in Tallyfy?
- FILE > How do I upload a file to a task?
- FILE > Where are files stored on Tallyfy?
- TASK > How can I embed webpages and videos in a task?