Create a table of contents

Creating a table of contents

Tallyfy automatically makes a table of contents for you based on the headings you use. This helps people navigate through your documents and procedure templates.

What you need

• A document or procedure template opened for editing.
• Some text that you want to organize using headings.

How Tallyfy’s table of contents is different from Word’s

In Microsoft Word, you usually have to insert and update a table of contents manually. Tallyfy does it automatically using your headings:

• Made automatically: When you make a heading, it shows up in the navigation list right away.
• Always up-to-date: If you change a heading, the table of contents updates instantly.
• Built for screens: It’s designed for easy clicking and reading online, not for printing.
• No manual updates: You don’t have to worry about the table of contents being old, unlike in Word.

Creating a table of contents in Documents

The table of contents appears automatically as you add headings:

1. Highlight the text you want to make a main section heading.

2. Click the formatting menu in the toolbar (it might look like Normal text or show heading styles).

3. Choose H1 to make it a main heading.

4. To make sub-headings, highlight the text for the subsection.

5. Choose H2 (for a sub-heading under H1) or H3 (for a sub-heading under H2) from the menu.

Your headings will automatically show up in the table of contents panel, creating links to those sections.

Tips for using headings well

To make your table of contents clear and organized:

• Use H1 only for the main sections of your document.
• Use H2 for sections inside an H1 section.
• Use H3 for sections inside an H2 section, if needed.
• Don’t skip heading levels (like going from H1 straight to H3).
• Keep your heading titles short and clear.

Table of contents in Procedure templates

Procedure templates also have an automatic table of contents to help you find things:

1. Open the procedure template you want to view.
2. Click Preview to see how it looks to users.
3. Find and click the table of contents icon (usually looks like lines or a list) in the top right corner.
4. Click on any heading in the table of contents to jump straight to that section.

Benefits of using a table of contents

• Shows a clear outline of the document.
• Lets users quickly jump to the section they need.
• Helps you organize your content logically.
• Makes long documents easier to read and use.
• Helps users quickly understand what the document covers.

Related articles

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.

How To > Build an effective operations manual

Tallyfy transforms traditional static operations manuals into dynamic digital processes that can be accessed on any device with automated workflows rich media support clear ownership structures and continuous improvement mechanisms for maintaining consistent business operations.

Pro > Essentials

Tallyfy streamlines process documentation through three template types: Procedures for step-by-step workflows Documents for standardized forms and Forms for simple data collection enabling consistent execution across organizations.

Pro > Getting started

A comprehensive guide for new Tallyfy users to learn essential platform features through step-by-step tutorials covering account setup workflow design task management team collaboration and basic automation tools.