š How Everything Connects in TalleFlow
Projects, contacts, and tasks in TalleFlow are designed to work together seamlessly, so you can manage your business with clarity and flow.
Vaasu Guduguntla
Last Update hace un mes
š§āāļø Projects & Contacts
Every project can be connected to one or more contacts ā whether it's a client, team member, or vendor.
Hereās how it works:
- YouĀ link a contact when creating a project
- You canĀ add more contacts laterĀ from the project workspace
- All linked contacts appear in theĀ Contact sectionĀ of the project
- From there, you can easily send them documents, emails, and assign tasks.
š Contacts can be internal or external ā itās up to you how you use the connection.
š Projects & Tasks
Tasks can be created inside a project or completely on their own.
- Project TasksĀ help keep everything tied to a timeline and deliverable
- Standalone Tasks are perfect for general business work (like bookkeeping or content planning).
Project benefits:
- āView all related tasks in one place
- Progress updates reflect overall project completion
- Keep all work organized and visible across your team
š¤ Contacts & Tasks
You can assign any task to a contact.
- Assign tasks to yourself, your team, or linked contacts
- Assigned contacts will appear on the task
- Use the People tab inside the task to link contacts
- Useful for follow-up tasks, client to-dos, or vendor deliverables
Everyone stays aligned on who's responsible for what ā without messy spreadsheets or separate systems.
š The Connected SystemĀ
When you link projects, tasks, and contacts together, you unlock the full benefit of TalleFlow:
| What You Get | Why It Helps |
|---|---|
| Centralized Project View | See everything related to a project: people, tasks, emails, docs |
| Integrated Task Assignment | Keep clients, vendors, and collaborators in sync |
| Streamlined Communication | Send docs or emails without jumping between tools |
| Simplified Follow-Up | Tasks assigned to contacts help automate reminders and progress tracking |