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Milestones

Organizing steps with milestones

Milestones group your template steps into collapsible sections. They’re optional - steps without a milestone appear in an “unmapped” section at the bottom.

Creating a milestone

  1. Open your template in edit mode
  2. Click Create milestone
  3. Enter a name (max 250 characters)
  4. Click Accept

Managing steps in milestones

  • Add steps: Drag steps into a milestone section, or create new steps while a milestone is selected
  • Move steps: Drag between milestones, or drag to unmapped to ungroup
  • Reorder milestones: Drag milestone headers to change their order

Renaming and deleting

Click the three-dot menu icon on a milestone header to rename or delete it. Deleting a milestone moves its steps to the unmapped section - they don’t get deleted.

Milestones in running processes

When you launch a process, milestones carry over. Tasks appear grouped under the same collapsible milestone sections.

Milestones in exports

CSV exports include milestone_id, milestone_name, and milestone_position columns. Tasks without a milestone show empty values.

Documenting > Templates

Tallyfy templates are reusable process blueprints that you create once and launch repeatedly to assign tasks and track progress automatically while solving problems like inconsistent quality and lost knowledge through three types: procedure templates for multi-step workflows with conditional logic and document templates for reference materials and form templates for standalone data collection.

Processes > Process lifecycle management

Every Tallyfy process moves through five phases - create a template, launch an instance, execute tasks, monitor progress, and complete with data you can analyze.

Templates > Using folders for templates

Tallyfy lets you create folders and subfolders to organize your workflow templates by department or function and these template folders are completely separate from the task/process folders used to organize running work in the Tasks and Tracker views.
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