Click Settings (or Config) in the toolbar at the top.
Click the Tools tab in the panel that opens.
Add many steps at once (Bulk Step Creation)
Instead of adding steps one by one, you can create many at the same time.
Why use this?
Save time: Add lots of steps in just a few seconds.
Easy copy/paste: Paste a list of step names from another document or spreadsheet.
Build faster: Quickly set up standard process outlines.
How to use it
Go to the Tools tab (in Template Settings).
Find the Create Steps section.
Type or paste your step names into the box. Put each step name on its own line.
Click BUILD. Tallyfy will add all the steps to your template in the order you listed them.
Assign many steps at once (Batch Assignment)
Quickly assign multiple steps to the same person or group.
Why use this?
Faster assigning: Assign lots of steps without clicking each one.
Consistency: Make sure the right person/group is assigned correctly across many steps.
Fewer mistakes: Less chance of forgetting to assign a step.
How to use it
Go to the Tools tab.
Find the Assign Steps section.
Choose the person or group (assignee) from the dropdown list.
Check the boxes next to all the steps you want to assign to them.
Click Assign.
Click APPLY to save the assignments.
(You can also use this to unassign someone from multiple steps at once.)
Change many deadlines at once (Bulk Deadline Adjustment)
Change the deadlines for multiple steps at the same time.
Why use this?
Manage timing: Easily set deadlines that are spaced out consistently.
Quick updates: Change timelines quickly if the process needs change.
Standard timing: Apply the same deadline rules across similar processes.
How to use it
Go to the Tools tab.
Find the Adjust Deadlines section.
Choose if you want to add (+) or subtract (-) time.
Enter a number.
Choose the time unit (minutes, hours, days, weeks, months).
Check the boxes next to all the steps whose deadlines you want to change.
Click UPDATE.
Note: This tool changes deadlines based on when the process is launched. It doesn’t currently let you set deadlines based on when other steps are completed.
Make a template a favorite for others (Template Favoriting)
Administrators can add a template to other team members’ favorites list for them. This also automatically makes those members “watch” the template, so they can get notified about changes.
Why use this?
Help people find templates: Make important or new templates easier for team members to see.
Encourage use: Guide people towards using the correct or preferred templates.
New hires: Help new team members quickly find the processes they need.
Keep people updated: Members who favorite (or have favorited for them) can get notified if the template changes.
How to use it (Administrators only)
Go to the Tools tab.
Find the Favorite Template section.
Type the names or email addresses of the team members you want to add this template as a favorite for. Separate multiple people with commas.
Click Add to Favorites.
The template will now show up in those users’ “Favorites” tab in their template library. They can then manage their own notification settings for watched templates.
Template settings allow customization of workflow parameters including duplication archiving organization access controls visibility permissions and export options while tracking all changes through an activity log.
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.
Tallyfy empowers users to create reusable workflow templates through multiple methods including AI assistance manual creation and document uploads while offering customization options for efficient process management.
The comprehensive guide outlines the process of modifying template steps including adding new steps editing descriptions managing assignments configuring deadlines and adjusting advanced settings within a workflow management system.
