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Essentials

Process documentation in Tallyfy

Writing down your processes clearly helps everyone do things the same way, every time. Tallyfy helps you do this by turning your instructions into repeatable steps using three types of templates.

Instead of static documents, Tallyfy helps you create active processes that keep work consistent across your company.

Template types overview

Tallyfy offers three ways to set up your templates:

  1. Procedures - For step-by-step workflows, SOPs, or how-to guides.

    • Use for processes with multiple steps that follow a specific order (e.g., employee onboarding, purchase approvals).
    • Can include rules to skip or add steps based on answers (conditional logic).
    • Assign specific tasks to people (members) or teams.
    • Track progress easily from start to finish.

  2. Documents - For policies, general guidance, or reference materials.

    • Use for standard documents that need consistent formatting but where the order of information is not critical (e.g., social media policy, client do’s and don’ts, WiFi passwords).
    • Set up fields where people can add specific details.
    • Keep some parts fixed so they can’t be changed.
    • Complete the document online without downloading.

  3. Forms - For simple data collection (Note: This feature is currently being updated and is unavailable)

    • Use for collecting information in one go.
    • Add different types of questions or fields.
    • Export the collected answers easily.
    • Designed for a simple user experience.

Choosing the right template type

  • Use Procedures when you need to:

    • Track a process with several steps all the way through.
    • Give different steps to different people.
    • Make sure some tasks happen only after others are done.
    • Ensure steps are followed in a specific order.

  • Use Documents when you need to:

    • Create standard business documents that are used often.
    • Keep documents looking the same while letting people fill in specific parts.
    • Make reusable templates for things like contracts or proposals.
    • Work together with others on creating a document.

  • Use Forms when you need to:

    • Collect information simply, one time.
    • Gather specific details efficiently.
    • Create surveys or questionnaires.
    • Start a process based on the information submitted.

Exploring documentation options

Use the sidebar navigation to learn more about each template type and how to use them in your organization:

Documenting > Templates

Templates serve as reusable blueprints that standardize business processes by defining consistent steps structures and rules which can be launched repeatedly to ensure work quality and maintain organizational knowledge.

Documenting > Documents

Document templates provide pre-made layouts with fixed content and editable fields that enable standardized business documents while allowing users to input specific details through a consistent online interface.

Introduction

Workflow automation platform Tallyfy helps organizations streamline operations by documenting processes tracking tasks in real-time and enabling continuous improvement through AI-powered automation and standardized templates.

Templates > Create a template

Tallyfy offers multiple ways to create reusable process templates including starting from scratch using AI assistance or uploading existing documents while enabling exact imports through manual HTML conversion for compliance needs.
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