Templates are the starting point for your Tallyfy processes. Think of them as reusable sets of instructions or forms that help automate your work.
Why creating templates is important
Creating well-designed templates saves significant time and ensures consistency across your organization. A good template eliminates the need to reinvent processes each time, reduces training time for new team members, and helps prevent errors. Taking the time to create a thoughtful template upfront means every future use of that process will be more efficient and reliable.
To start creating a template:
Click the +Create button (usually at the top left).
Choose Create a template from the menu that appears.
Pick one of the three ways to create your template (explained below).
Tallyfy gives you three ways to make a new template:
Start from scratch (blank)
Get help from Tallyfy AI
Upload an existing document (like an SOP)
Create a template from scratch
Starting from scratch gives you a blank page to build your process exactly how you want. This is best if your process is unique or needs a lot of specific details.
To create a template from scratch:
Choose the From scratch option.
Give your template a name.
Tallyfy will open the template editor, where you can add steps, fields, and other details.
Create a template using Tallyfy AI
If you’re not sure how to start, Tallyfy AI can create a basic template for you. Just tell the AI what the process is about.
To create a template with Tallyfy AI:
Choose the Tallyfy AI option.
Select the type of template: Procedure (for step-by-step tasks) or Document (for info guides or policies).
Type a clear, detailed name or description of the process in the name box (e.g., “Onboard a new marketing employee” instead of just “Onboarding”).
(Optional) Tell the AI your type of company to help it make the template more relevant.
The AI will generate a template. Look it over in the editor and change anything needed to make it perfect for you.
Create a template by uploading an existing document
If you already have instructions written down (like in a Word doc or PDF), you can upload that file. Tallyfy’s AI will read it and try to automatically turn it into a Tallyfy template. This is great for turning old Standard Operating Procedures (SOPs) into processes you can actually track in Tallyfy.
File types that usually work:
Microsoft Word (.doc, .docx)
PDF (.pdf)
Flowcharts (common image files might work - check the upload tool for details)
To create a template by uploading a file:
Choose the From SOP document option.
Upload your Word, PDF, or flowchart file.
Important: The file cannot be password-protected.
Max file size is 30MB.
Choose how you want Tallyfy to create the template: Document (best for information pages) or Procedure (best for step-by-step workflows you want to track).
Tallyfy will create a template based on your file. Review it in the editor and make any changes needed.
Recommended next
After creating your template, you’ll want to learn how to edit and customize it by adding specific steps, automations, and form fields to make it perfectly suit your needs. You might also be interested in organizing your templates into folders to keep your work structured.
The comprehensive guide walks through creating workflow templates in Tallyfy using AI assistance or manual methods while showcasing the template editor interface and additional creation options for business process automation.
Tallyfy’s sample templates provide pre-made workflow examples across various business categories that users can access through the public library or their account and customize according to specific organizational needs.
Tallyfy provides multiple template import methods including AI document conversion flowchart processing cross-account copying and API integration while preserving content structure and maintaining formatting consistency.
Tallyfy templates serve as reusable blueprints that standardize business processes enabling consistent workflow execution through step-by-step procedures and document templates while maintaining organizational knowledge and improving efficiency.
