Templates
Templates are the core building blocks in Tallyfy. They are reusable patterns or blueprints for your standard business processes and documents. Templates define the steps and structure to ensure work is done consistently every time.
Templates form the foundation of effective process management in any organization. Without standardized templates, businesses often struggle with inconsistent work quality, wasted time reinventing processes, and knowledge that disappears when employees leave. Templates solve these problems by creating a single source of truth for how work should be done, making training easier, reducing errors, and allowing for continuous improvement.
Templates aren’t just for big, complicated processes. They are also great for documenting the many smaller, specific workflows that teams do often (the ‘long tail’ mentioned in the Introduction). Creating templates for these simple but frequent tasks helps everyone do them correctly and consistently.
- Standard way: Templates set the official standard for how a process should run.
- Use again and again: Create a template once, then use it many times.
- Do it the same way: Ensures every time the process runs, it follows the same rules.
- Handle more work: Templates help you manage more work efficiently as you grow.
Tallyfy has two main types of templates:
- Procedure templates: For step-by-step workflows.
- Define tasks that happen one after another or at the same time.
- Use rules (conditional logic) to change the path based on answers.
- Assign tasks to specific people or roles.
- Collect information using form fields.
- Add automations to make things faster.
- Document templates: For creating standard documents.
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Create: Build templates by:
- Starting from a blank slate.
- Using Tallyfy AI for help.
- Converting existing Word/PDF documents.
- Importing from other sources.
- Copying (duplicating) existing templates.
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Manage: Keep templates organized using:
- Folders and subfolders (e.g., by department).
- Tags for easy filtering.
- Permissions to control access.
- Assigning a Template Owner who is responsible for keeping it updated.
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Use: Launch templates to start real processes:
- Fill in any starting information needed.
- Assign the process or tasks to the right people (members).
- Track progress as work gets done.
- Better quality: Standard steps mean fewer mistakes.
- Faster training: New team members can easily follow the documented process.
- Easier improvement: Update the template once to improve the process for everyone.
- Keep knowledge: Templates store your company’s know-how in a usable format.
- Meet rules: Helps ensure compliance requirements are followed every time.
- Configure your template
- Create a template
- Sample templates
- Track activity
- Template Tools
- Convert BPMN patterns into Tallyfy templates
- Duplicate a template
- Publish a template
- Tags
- Import a template
- Insert media
- Organize templates into folders
- Print, download, and export Tallyfy templates
- Snippets
- Variables
- Edit a template
- Automations
Now that you understand what templates are and why they’re important, your next step is to learn how to create your first template. This will give you the practical skills to start building your own standardized processes.
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