Processes & Tasks
Blueprints in action
- ACCESS > How can I keep confidential data hidden in a task?
- ACCESS > How can I read, download or print a process?
- ACCOUNT > Where can I find the organization ID, template ID, and process ID?
- CSV > How can I export a CSV of a process?
- DEADLINE > How do I set a task deadline to be dependent on another step?
- DEADLINE > What do the task and process deadlines mean?
- DOCUMENT > How do I create and insert form fields into a document automation?
- FILE > How do I upload a file to a task?
- FILE > What types of files can be uploaded to a 'file upload' form field?
- FILE > Where are files stored on Tallyfy?
- FORM > How can I create a table form field and reference it in other tasks?
- FORM > In form fields - how does the field alias and field ID change between a template and a process?
- FORM > What is a Form?
- FORM > What is a kick-off form?
- GUEST > How can guests receive a daily emails digest of their ongoing tasks?
- GUEST > How can guests track all their processes?
- ORGANIZATION > How can I delete a tag?
- ORGANIZATION > How do I archive and unarchive a process?
- ORGANIZATION > How do I archive or delete objects in Tallyfy?
- ORGANIZATION > How do I delete a process?