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Processes & Tasks

Blueprints in action

  • TASK > What is a 'task'?
  • USERS > How can I view another member's tasks?
  • FORM > What is a Form?
  • TRACKER > What is 'Tasks' in the sidebar?
  • TOOLS > What types of videos can be added to the rich text editor?
  • TASK > How do I delete a one-off task?
  • TASK > How do I view completed tasks?
  • ACCESS > How can I keep confidential data hidden in a task?
  • PROCESS > How to create a client approval (looping) process?
  • TOOLS > What does the 'star' on the process card do?
  • FILE > What types of files can be uploaded to a 'file upload' form field?
  • TOOLS > How do I edit & delete comments?
  • TASK > How can I enlarge an image inside of a task?
  • USERS > How do I reassign a process task?
  • ORGANIZATION > How can I delete a tag?
  • USERS > How can I make sure a user completes a form?
  • USERS > How do I set up an internal approval process?
  • TASK > How do I embed a GIF in a task?
  • TASK > How do I create sub-tasks?
  • TASK > How can I embed webpages and videos in a task?
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