The advanced tab offers powerful customization options including process launching mandatory tasks locked access webhook integration guest permissions and unique step aliases to enhance workflow management and automation capabilities.
Powertools
In this article, we’ll talk about the amazing Power Tools in Tallyfy that can make your life easier when it comes to building templates, creating assignments, and setting deadlines. With Power Tools, you can streamline your workflow and save time.
To access Power Tools, simply go to “Config” in the Template Editor.
Let’s take a look at what you can do with Power Tools:
1. Build steps quickly: Easily create steps for your workflow by copy-pasting or typing in step titles. Once you’ve entered all the steps, click on “BUILD”.
2. Create assignments instantly: Assign steps to team members effortlessly. Simply select the member name from the dropdown menu and click “Assign”. Once all assignments are created, click “APPLY”.
3. Changing deadlines in bulk: Easily adjust deadlines for your tasks. You can add or subtract minutes, hours, days, weeks, or months. Once all deadlines are set, click “UPDATE”.
With Power Tools, you can make editing assignments and deadlines quick and effortless.
Give it a try and see how Tallyfy’s Power Tools can supercharge your productivity!
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.
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.
Org Settings > Customize work week
Users can modify their work week settings in Tallyfy by accessing the Customization menu under Organization Settings to automatically adjust task deadlines for non-working days.
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