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 a step in a process kick-off another process?

Yes! This is possible using webhooks in a step and Zapier. You can have a step in a process emit a webhook to Zapier, which then automatically starts another run in another process. More on webhooks and Zapier can be found here. Please book some time with an expert if you need help setting this up.

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How can I create a multipath process?

Most processes have steps that follow dependent on the outcome of a previous step. For example if the answer to this step is ‘No’ then show or hide this particular step. Here is an example of a Product deployment process in a flowchart that has multiple paths:   Tallyfy has made this process executable and trackable […]

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How do I embed an image on a step?

This is how you can make an image to appear on a step/task. First, save the image you would like to show as a file in a public cloud folder in a file storage system such as Dropbox. Copy it’s public URL:   Go to the step’s Basic tab Scroll down to the ‘Advanced settings‘ and ‘Adds links […]

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What is ‘Must be done in order’?

Selecting the ‘Must be done in order‘ in the Basics tab in the builder ensures steps can only be completed in order – one after the other. (If you don’t mind users doing any step in any order, please do do select this) Also, if you want to automatically notify the person that they need to […]

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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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What do the step icons mean?

This will explain what each of the icons at the top each step mean: Step functions On any active step, you can perform various operations, detailed below. Do a step Check mark – This marks the step as done. Undo a step Red cross – Available when a step is done, and allows you to […]

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What are tags used for?

Tags in a step are used to group steps together, so that they show or hide together. Tags can be added via the Step Builder > Basics tab: Add the same tag to steps that you would like to group together or consider to be part of the same section: If you want these steps […]

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