Processes & Tasks
Blueprints in action
- PROCEDURE > What is a Procedure?
- ORGANIZATION > What are tags used for?
- TOOLS > What can I add in comments?
- TASK > How can I make form values, images, photos, and files appear in other tasks?
- PROCESS > How can I add and find process notes?
- USERS > How do I collaborate in real-time on templates via co-editing?
- TOOLS > How do I create multiple, reusable snippets?
- CSV > How can I export a CSV of a process?
- DOCUMENT > How do I create and insert form fields into a document automation?
- FORM > How can I create a table form field and reference it in other tasks?
- TOOLS > What does the 'star' on the process card do?
- TASK > What are task views?
- TRACKER > How can I view my process dashboard in a table format?
- TRACKER > What is 'Tasks' in the sidebar?
- PROCESS > What can I change in a process once it has been launched?
- TASK > What is a one-off task?
- TASK > What types of tasks can I create in Tallyfy?
- FILE > How do I upload a file to a task?
- TASK > How do I set an expiry step in a procedure?
- TASKS > How do I create and send an email - as a task?