A comprehensive walkthrough for managing template steps including adding new steps editing descriptions assigning members setting deadlines configuring form fields and adjusting advanced settings for workflow automation.
Template Tools
Template Tools offer quick ways to make changes to many parts of your template at once. These tools help you build and manage templates faster.
- Access to edit the template you want to change.
- Permission to edit templates (Standard role with permission, or Administrator role).
- Open a template in edit mode.
- Click Settings (or Config) in the toolbar at the top.
- Click the Tools tab in the panel that opens.
Instead of adding steps one by one, you can create many at the same time.
- 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.
- 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.
When creating a new template, the Power Builder allows you to quickly convert existing process documentation into template steps. This is especially useful if you already have your processes documented in other formats.
- Convert existing documentation: Turn documents or spreadsheets with process steps into Tallyfy templates.
- Fast template creation: Quickly create the structure of a template from listed steps.
- No retyping needed: Save time by pasting steps instead of creating them one by one.
- When creating a new template procedure, click on Power Builder in the upper right corner.
- Type or paste your list of steps in the text area. Each step must be on its own line.
- Click Build Steps.
- Tallyfy will create all the steps in your template in the order you listed them.
- You can then edit each step to add more details, assignments, deadlines, etc.
Quickly assign multiple steps to the same person or group.
- 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.
- 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 the deadlines for multiple steps at the same time.
- 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.
- 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.
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.
- 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.
- 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.
Learn more about favorites in the Favorite section guide.
- Always double-check the template after using a bulk tool to make sure it did what you expected.
- Use bulk step creation for setting up standard processes quickly.
- Use batch assignment when many steps should be done by the same role or person.
- Use bulk deadlines to set realistic timelines consistently.
- Use template favoriting to highlight important templates for your team.
Tallyfy templates serve as reusable blueprints for standardizing business processes and documents to ensure consistent work execution while reducing errors and enabling efficient scaling across organizations.
Templates > Configure your template
Templates can be customized through settings that control usage permissions visibility organization and workflow options while allowing administrators and authorized members to manage duplicates archives folders tags and integration capabilities.
Tallyfy offers multiple ways to create reusable process templates including starting from scratch using AI assistance or uploading existing documents while enabling exact imports through manual HTML conversion for compliance needs.
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