Processes & Tasks
Blueprints in action
- ORGANIZATION > How do I archive and unarchive a process?
- GUEST > How can guests receive a daily emails digest of their ongoing tasks?
- 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?
- ORGANIZATION > What are tags used for?
- PROCEDURE > What is a Procedure?
- USERS > How can I allow only the assigned user to complete a task?
- TOOLS > How do I use keyboard shortcuts in Tallyfy?
- PROCESS > How can I edit a process before it is launched?
- DEADLINE > What do the task and process deadlines mean?
- DEADLINE > How do I set a task deadline to be dependent on another step?
- ORGANIZATION > How do I delete a process?
- USERS > How can I resend a task to an assignee?