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

Processes & Tasks

Blueprints in action

  • TRIGGER > TALLYFY-FORM-TO-LAUNCH > How do I launch a process when a public Tallyfy form is filled out?
  • TRIGGER > CLICK-TO-LAUNCH > What are Magic Links in Tallyfy?
  • TRIGGER > COMPLETE-TASK-TO-LAUNCH > How can I automatically launch another process after a task is completed in Tallyfy?
  • TRIGGER > MANUAL-LAUNCH > How do I launch a process manually?
  • TOOLS > How do I use keyboard shortcuts in Tallyfy?
  • ACCOUNT > Where can I find the organization ID, template ID, and process ID?
  • FORM > In form fields - how does the field alias and field ID change between a template and a process?
  • PROCESS > What is a 'process starter'?
  • FILE > What types of files can be uploaded to a 'file upload' form field?
  • PROCESS > Will an existing process show newly added steps in the template?
  • TASK > How can I embed webpages and videos in a task?
  • TASK > How do I create sub-tasks?
  • TASK > How do I embed a GIF in a task?
  • USERS > How do I set up an internal approval process?
  • USERS > How can I make sure a user completes a form?
  • ORGANIZATION > How can I delete a tag?
  • ORGANIZATION > How do I archive or delete objects in Tallyfy?
  • DEADLINE > How do I set a task deadline to be dependent on another step?
  • PROCESS > How can I edit a process before it is launched?
  • USERS > How can I allow only the assigned user to complete a task?
  • 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