Tallyfy templates serve as reusable master blueprints for standardized processes that can be launched multiple times to ensure consistent and high-quality execution of procedures across an organization.
Essentials
For any recurring process - the very first step is to document that process. Tallyfy covers the full spectrum of types and modes of documentation. All of these master recipes are called templates.
There’s three kinds of templates:
- Procedures - Which suit step-by-step processes
- Documents - Which suit document templates where you fill-in-the-blanks to produce your customized version of the document
- Forms - Which suit scenarios where you just submit a form and you’re done. We call this “Submit and Done”. At present - Forms are not available as we are re-engineering how they work.
Discover more about documents on Tallyfy:
Digital document templates enable standardization of business documents through a system of read-only and editable fields which can be launched and customized without downloading while maintaining consistency across all users.
Users can build workflow templates in Tallyfy through three methods: starting from scratch with a blank canvas choosing Tallyfy AI assistance or uploading an existing SOP document for automated conversion.
Tallyfy offers a comprehensive set of ready-to-use templates organized in various folders including Marketing HR Product General/Admin Finance Sales IT/Support and Onboarding to help users quickly set up their workflow processes.
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