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?