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Processes & Tasks

Blueprints in action

  • 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?
  • USERS > How do I collaborate in real-time on blueprints via co-editing?
  • TOOLS > How do I access activity log of a process?
  • TRACKER > How do I see all tasks in an active process?
  • TOOLS > How do I edit comment visibility and other comment states?
  • USERS > How can a guest resubmit a task or a form after it is completed?
  • TRACKER > How can I change the process name?
  • PROCESS > How can I add and find process notes?
  • TASK > How can I make form values, images, photos, and files appear in other tasks?
  • TOOLS > What can I add in comments?
  • GUEST > How can guests track all their processes?
  • TRACKER > What is a 'process'?
  • TRACKER > What do the colors in the processes' progress bar indicate?
  • ORGANIZATION > How do I archive and unarchive a process?
  • GUEST > How can guests receive a daily emails digest of their ongoing tasks?
  • TASK > How can my clients track their tasks?
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