How can I archive a run?

Go to the dash board Click on the run you want to archive:   Click on ‘Archive’:   The run will be archived and then disappear from the dashboard. If you want to find archived runs and then unarchive them, please see how to do this here.

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How do I find archived runs and unarchive them?

You may have archived some runs. This is how you can find archived runs and also unarchive them: Log in and go to the dashboard – https://app.tallyfy.com Click on ‘Add a view’ and name it as ‘Archived’ Click in ‘Customize’ and make the view for ‘Run state’ is ‘Archived’ for via the dropdown menus and select […]

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How can users suggest improvements and changes to a master process?

Your master process is going to evolve as your company and team evolves. Users doing steps in a run are in the perfect position to recognize these changes to improve the process by reporting it to the process owner. Tallyfy gives your whole organization a way to continuously improve your master processes with the ‘suggest an improvement’ feature. […]

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Can I edit a Run or a Process?

Process You can certainly edit and make changes to a Master Process. These changes will be seen in future runs. This is how you can do this: Watch this video or follow instructions below: Go to Library Select the process Click on Edit Make your changes Save it This change will now be seen in future runs […]

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How do I set steps to be done consecutively?

If you have a process where you have 1. steps that need to be done in order and 2. want to make sure each steps deadline is relative to that last step, this is how you can build it. Watch video or read instructions below. 1.Build out all your steps 2.For each step, ensure all steps have […]

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How do I start a run?

Go to the Library and click on Run process after you have built the process. Remember, this is now starting an instance of the Process. Name the Run. If you are on-boarding a new client we recommend to put their name as the name of the run – John Doe – 07/01/2016. If you leave […]

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What does the sidebar show?

When a run is started, you can see some Details about the run in the sidebar, including Pre-run data:   Pre-run data is collected at the start of a run. Any links captured in the Pre-run data appear as hyperlinks.   How to create Pre-run Captures Pre-run Captures can be created via the Settings in […]

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What do the colors on the progress bar mean?

Everything is going well: If there are no missed deadlines or problems reported, the progress bar remains green Missed deadlines: If something is overdue, it turns orange. If someone misses a deadline, people will see in the daily email digest. Problems: If a problem is reported, it turns red. If someone ‘Reports a Problem’ or […]

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How to permanently delete a run?

Go to Analytics via then Main Menu Go to the side bar – Runs>State Analysis Click on ‘View runs’ on the selected master process. Ensure you DO NOT delete the master process. Click on ‘Permanently delete’ on each run      

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