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.
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!
-
Open up your Library. This is where all your templates live. 📚
-
Select the template you want to duplicate, and click on More > Duplicate
-
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.
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.
Tallyfy offers a comprehensive set of ready-to-use templates organized in various folders including Marketing HR Product General/Admin Finance Sales IT/Support and Onboarding to help users quickly set up their workflow processes.
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.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks