Tallyfy’s templates serve as reusable master blueprints for standardizing and scaling business processes while maintaining consistency and quality across multiple executions.
Duplicate a template
Copying a template is super easy. Whether you want to make small changes for a specific case or create a similar process, we’ve got you covered. Let’s dive into the steps together!
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Open up your Library. This is where all your templates live. 📚
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Select the template you want to duplicate, and click on More > Duplicate
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Now, all you need to do is give it a name, hit ‘Duplicate’ and voila! 🎉 You’ve created a copy of your selected template!
Just a small reminder: tags, step webhooks, and template webhooks won’t be copied from the original. Additionally, the form field alias and step alias will be unique to the duplicated template to help you set up integrations smoothly.
So go ahead and unleash your creativity using Tallyfy! 🎨 Have fun streamlining your processes like never before. If you have any questions, our support team is here to assist you.
Tallyfy offers three methods for template creation: starting from scratch, utilizing Tallyfy AI assistance, or converting existing SOP documents into automated workflow templates.
Tallyfy provides a diverse range of pre-built sample templates across various business functions like Marketing, HR, Product, Finance, Sales, IT, and Onboarding, all accessible through their Public Library.
Templates > Publish a template
Templates can be made publicly accessible by enabling the “Public to the world” option in the permissions section of the template configuration settings.
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