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
- Edit a template
- Snippets
- Variables
- Organize templates into folders
- Publish a template
- Create a template
- Insert media
- Configure your template
- Sample Templates
- Print, Download, and Export Tallyfy Templates
- Convert BPMN patterns into Tallyfy templates
- Duplicate a template
- Tags
- Powertools
- Track activity
- Import a template
Related articles
Templates > Sample Templates
Tallyfy offers a variety of sample templates in their Public Library to help users get started with building their Template Library, including templates for marketing, HR, product, admin, finance, sales, IT, and onboarding processes.
Templates > Create a template
Tallyfy offers three ways to create reusable and customizable workflow templates: from scratch, using Tallyfy AI, or by converting an existing SOP document.
Pro > Essentials
Documenting processes using Tallyfy streamlines workflows and improves efficiency.
Templates > Publish a template
A Tallyfy template can be made publicly accessible to anyone, even non-Tallyfy users, by adjusting the template’s permissions settings.