Processes & Tasks
Blueprints in action
- 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?
- 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?
- 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?