Templates serve as reusable blueprints that standardize business processes by defining consistent steps structures and rules which can be launched repeatedly to ensure work quality and maintain organizational knowledge.
Convert BPMN patterns into Tallyfy templates
Some companies document their processes using complex diagrams called BPMN (Business Process Model and Notation). Tallyfy offers a simpler way to build and run these workflows that everyone can understand and use.
Using BPMN diagrams can be difficult because:
- They use special symbols that require training to understand.
- They are just pictures; they don’t actually run the process.
- They can be hard for people who aren’t technical experts to follow.
- Making changes requires special software and skills.
- There’s often a gap between the diagram and how the work actually gets done.
Tallyfy makes process management easier:
- Run your processes: Templates turn into live workflows you can track.
- No coding needed: Build processes without needing technical skills or drawing diagrams.
- Easy to use: Simple interface that makes sense to everyone involved.
- Live updates: Changes to templates can be used immediately.
- Built-in tracking: Easily see progress and find delays.
Tallyfy templates can handle all the standard ways processes flow in BPMN diagrams:
| BPMN Pattern (Technical Term) | Tallyfy Implementation (How Tallyfy does it) |
|---|---|
| Sequential Flow | Steps happen one after another (default) |
| Parallel Split (AND) | Multiple steps happen at the same time |
| Exclusive Gateway (XOR) | Rules decide which single path to take next |
| Inclusive Gateway (OR) | Rules decide which path(s) to take next |
| Synchronization | Waiting for multiple steps to finish |
| Structured Loop | Repeating steps within a process |
| Deferred Choice | Rules decide who gets assigned a task |
For detailed examples of how to build specific BPMN patterns (like the ones above) in Tallyfy, please see our full guide here:
BPMN Examples and Patterns in Tallyfy ↗
This guide shows:
- Step-by-step instructions for common patterns.
- Pictures and examples.
- Tips for simplifying complex diagrams in Tallyfy.
- Look at your BPMN diagram and understand the main steps, decisions, and who does what.
- Figure out the core logic: what needs to happen in order? When do decisions need to be made?
- Create a new Tallyfy template.
- Build the workflow in Tallyfy using steps, assignments, and rules to match the logic from the BPMN diagram.
- Add necessary form fields, decision rules (conditions), and other automations.
- Test the Tallyfy template by running it to make sure it works as expected.
- Launch the process for real use.
How To > Build an effective operations manual
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Workflow automation platform Tallyfy helps organizations streamline operations by documenting processes tracking tasks in real-time and enabling continuous improvement through AI-powered automation and standardized templates.
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