Tallyfy enables standardization of business processes through three template types: procedures documents and forms which help create reusable master blueprints for consistent workflow execution.
Templates
Templates are the core of Tallyfy. They’re like a recipe or master version of a document template or a procedure with steps.
The idea is that you make your template once - and then you can launch it as a process tens, hundreds or even thousands of times. A template ensures a process is done right every time - in a standard, consistent and high-quality way.
By using templates on Tallyfy to run your repeatable processes you can scale up your operations and worry less about the ball being dropped or mistakes being made.
- Automations
- Configure your template
- Create a template
- Edit a template
- Sample Templates
- Track activity
- Powertools
- Duplicate a template
- Convert BPMN patterns into Tallyfy templates
- Publish a template
- Tags
- Import a template
- Insert media
- Organize templates into folders
- Print, Download, and Export Tallyfy Templates
- Snippets
- Variables
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.
Templates > Duplicate a template
Users can easily duplicate templates in Tallyfy by selecting a template from the Library and clicking More > Duplicate to create a new copy with unique identifiers but without tags and webhooks.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks