Tallyfy automatically generates a table of contents from your headings - just add headings and watch the navigation build itself. No manual linking, no updating page numbers. Your documents and procedure templates1 become instantly navigable.
What you need
A document or procedure template open for editing
Text you want to organize with headings
How Tallyfy’s table of contents is different from Word’s
Remember fighting with Word’s table of contents? Page numbers that won’t update, manual refreshing, formatting that breaks? Tallyfy works differently:
Instant creation: Add a heading - it appears in the navigation immediately
Live updates: Change a heading and the table of contents updates in real-time
Screen-optimized2: Built for clicking and navigating, not printing
Zero maintenance: Never manually update navigation again
Creating a table of contents in Documents
Here’s where it gets good - watch your table of contents build itself:
Highlight the text you want as a main section heading.
Click the formatting menu in your toolbar (might show Normal text or heading styles).
Choose H1 to make it a main heading.
For sub-headings, highlight text in that subsection.
Pick H2 (sits under H1) or H3 (sits under H2) from the menu.
That’s it. Your headings instantly appear in the table of contents panel as clickable links.
Tips for using headings well
Want a table of contents that actually helps readers? Follow these rules:
H1 is for main sections only - think chapter titles
H2 goes inside H1 sections - your subchapters
H3 goes inside H2 sections (if you really need that level)
Don’t skip levels - no jumping from H1 to H3
Keep headings short. Really short.
Table of contents in Procedure templates
Procedure templates work a bit differently. You still get automatic navigation - you just access it through preview mode:
Open your procedure template.
Click Preview to see the user view.
Look for the table of contents icon in the top right (looks like stacked lines).
Click any heading to jump directly to that section.
Why automatic table of contents matter
Think about the last time you scrolled endlessly through a long document, hunting for that one section you needed. Frustrating, right?
With Tallyfy’s automatic table of contents:
Readers grasp your document structure in seconds
One click takes them anywhere - no scrolling marathons
You’re forced to organize content logically (trust me, this is good)
50-page documents become as easy to navigate as 5-page ones
Everyone knows exactly what they’re getting before they dive in
Building an operations manual requires transforming static documentation into dynamic digital workflows with clear ownership logical organization rich media content and continuous improvement mechanisms to ensure consistent quality and effective execution across teams.
Document templates in Tallyfy provide standardized layouts for organizational policies and reference materials that maintain consistent formatting while allowing customization through editable fields unlike procedure templates which are designed for sequential workflows.
Tallyfy transforms static business documentation into live workflows through three template types - Procedure Templates for sequential processes Document Templates for reusable formatted content and Form Templates for data collection - ensuring consistent execution with real-time tracking and continuous improvement capabilities.
Tallyfy transforms business processes into self-driving workflows without coding using AI to create templates that automatically assign tasks track progress and delegate work to people or automation while solving workflow inefficiencies that waste 20-40% of work time.
Footnotes
Reusable process workflows that become active ‘runs’ when launched with assigned tasks ↩
Navigation anchors use HTML IDs instead of page numbers for instant browser-based jumping ↩
