Tallyfy templates serve as reusable master blueprints for standardized processes that can be launched multiple times to ensure consistent and high-quality execution of procedures across an organization.
Sample Templates
Welcome to Tallyfy! So you’ve signed up and now you want to start building your Template Library. Well, guess what? We’ve got some awesome sample templates ready and waiting for you!
To access these sample templates, just visit our Public Library here ↗. You’ll find a ton of useful templates to get you started.
Here’s some ideas on folders you can create for your organization and the types of templates you might like to put in them.
- New Email Campaign
- Facebook Ad Creation
- Social Media Posting
- Employee Onboarding
- Vacation Request
- Website Update
- Product Idea
- Plan Regular Events
- Daily/Weekly Tasks
- Weekly/Monthly Reporting
- Pricing Discount Approval
- Internal Purchase Order Request
- Expense Claim Request
- Sales Lead Qualification
- Internal Support Request
- Issue Tracking
- Leasing - Tenant Onboarding
- Partner Onboarding
- Client Onboarding
So go ahead, dive in, and start creating amazing workflows with Tallyfy!
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.
Templates > Publish a template
Making a template publicly accessible involves toggling the world-visibility option in Tallyfy’s template configuration settings to share it with anyone regardless of platform membership.
Templates > Print, Download, and Export Tallyfy Templates
Access and manage Tallyfy templates through viewing printing downloading and exporting options while utilizing template editor features and API support for enhanced functionality.
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