Tallyfy Support
  • Basics
  • Features
  • Integrations
  • Analytics
  • Create Ticket
  • Create Ticket

Processes & Tasks

Blueprints in action

  • TOOLS > What are Power Tools in the template editor?
  • ACCESS > How can I read, download or print a process?
  • TRACKER > What does +Create do?
  • PROCESS > How do I create a client approval (looping) process?
  • TOOLS > How do I edit & delete comments?
  • ACCESS > How can I keep confidential data hidden in a task?
  • TASK > How do I view completed tasks?
  • TASK > How do I delete a one-off task?
  • TOOLS > What types of videos can be added to the rich text editor?
  • USERS > How can I view another member's tasks?
  • USERS > How can I assign someone to a task?
  • USERS > How do I allow other members to just see or follow a process - even though they don't have any task or action assigned?
  • TOOLS > What is 'More details' in the active process' view'?
  • TASK > How do I change the deadline of a task?
  • TASK > How do I complete a task?
  • USERS > How can I resend a task to an assignee?
  • ORGANIZATION > How do I delete a process?
  • DEADLINE > What do the task and process deadlines mean?
  • PROCESS > What are 'Process Details' in every task?
  • ORGANIZATION > How do I archive and unarchive a process?
  • 1
  • 2
  • 3
  • 4
  • 5

Categories

  • Templates & Steps
  • Triggers
  • Documents
  • Processes & Tasks
  • Roles & Permissions
  • Guests
  • Forms
  • Deadlines
  • Rules
  • Notifications & Emails
  • Account Settings
  • Testing & Training
  • Billing
  • Terms & Legals
  • Tallyfy Support & Services
No results found

© Tallyfy 2025. Powered by Help Scout