Templates
Templates are the core of Tallyfy, they allow you to automate and streamline your processes in a smooth and easy fashion!.
You can learn more about them following the links bellow:
- 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 > Publish a template
A Tallyfy template can be made publicly accessible to anyone, even non-Tallyfy users, by adjusting the template’s permissions settings.
Pro > Documenting
Tallyfy provides comprehensive documentation options for recurring processes, including procedures, documents, and forms.
Templates > Create a template
Templates are the customizable and reusable workflows used to automate business processes in Tallyfy.