Processes & Tasks
Blueprints in action
- DEADLINE > How do I set a task deadline to be dependent on another step?
- PROCESS > What is a 'process starter'?
- TASKS > How do I set up an approval step in a procedure?
- PROCESS > How can I edit a process before it is launched?
- PROCESS > How can I add tasks to an active process?
- PROCESS > How can I add and find process notes?
- PROCEDURE > What is a Procedure?
- ORGANIZATION > How do I archive or delete objects in Tallyfy?
- FORM > What is a kick-off form?
- FORM > In form fields - how does the field alias and field ID change between a blueprint and a process?
- FILE > How do I upload a file to a task?
- ACCOUNT > Where can I find the organization ID, blueprint ID, and process ID?
- USERS > Can I assign multiple people to a task?
- FILE > Where are files stored on Tallyfy?
- USERS > How can a guest resubmit a task or a form after it is completed?
- USERS > How can I assign someone to a task?
- TOOLS > What is 'More details' in the active process' view'?
- TOOLS > What is 'More details' in the 'start process' view'?
- PROCESS > How can I view my process dashboard in a table format?
- USERS > How do I view email logs for any member or guest?