Processes & Tasks
Blueprints in action
- 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?
- 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?