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Processes & Tasks

Blueprints in action

  • 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?
  • 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?
  • ORGANIZATION > How do I archive or delete objects in Tallyfy?
  • CSV > How can I export a CSV of a process?
  • USERS > How do I view email logs for any member or guest?
  • TASK > How do I change the deadline of a task?
  • TOOLS > What is 'More details' in the active process' view'?
  • USERS > How do I allow other members to just see or follow a process - even though they don't have any task or action assigned?
  • TOOLS > What are 'custom process views'?
  • TASK > What are task views?
  • TASK > How do I complete a task?
  • USERS > How can I assign someone to a task?
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