Processes & Tasks
Blueprints in action
- PROCESS > Will an existing process show newly added steps in the template?
- TEMPLATE > What is the 'Advanced' tab?
- TASK > How do I change the deadline of a task?
- USERS > How can I view another member's tasks?
- PROCESS > What is a 'process starter'?
- USERS > How can a guest resubmit a task or a form after it is completed?
- USERS > How can I assign someone to a task?
- TRIGGER > TALLYFY-FORM-TO-LAUNCH > How do I launch a process when a public Tallyfy form is filled out?
- TASK > How do I view completed tasks?
- TASKS > How do I create and send an email - as a task?
- FORM > What is a Form?
- ACCESS > How can I keep confidential data hidden in a task?
- TASK > What types of tasks can I create in Tallyfy?
- ACCOUNT > Where can I find the organization ID, template ID, and process ID?
- TASK > How do I delete a one-off task?
- TOOLS > What is 'More details' in the active process' view'?
- USERS > How do I view email logs for any member or guest?
- DOCUMENT > How do I create and insert form fields into a document automation?
- PROCESS > What are 'Process Details' in every task?
- TRACKER > What is 'Tasks' in the sidebar?