Tallyfy offers three methods for template creation: starting from scratch, utilizing Tallyfy AI assistance, or converting existing SOP documents into automated workflow templates.
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
Tallyfy provides a diverse range of pre-built sample templates across various business functions like Marketing, HR, Product, Finance, Sales, IT, and Onboarding, all accessible through their Public Library.
Tallyfy offers comprehensive documentation capabilities through templates, including procedures for step-by-step processes, customizable document templates, and form submissions for streamlined workflow management.
Templates > Duplicate a template
Users can easily duplicate templates in Tallyfy by selecting a template from the Library, clicking More > Duplicate, and naming the copy, while noting that certain elements like tags and webhooks won’t transfer to the new version.
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