Tallyfy templates are reusable process blueprints that you create once and launch repeatedly to assign tasks and track progress automatically while solving problems like inconsistent quality and lost knowledge through three types: procedure templates for multi-step workflows with conditional logic and document templates for reference materials and form templates for standalone data collection.
Convert BPMN into templates
Recreate your BPMN (Business Process Model and Notation) diagrams as runnable Tallyfy templates using the step-by-step builder. No technical expertise needed. Your templates become real workflows that your team can launch, track, and complete.
- Complex symbolism - diamonds, circles, and gateways require training just to read
- Static documentation - diagrams can’t actually run anything
- Technical barriers - non-technical teams can’t interpret BPMN notation
- Modification friction - changing a single step often requires IT involvement
- Implementation gap - diagrams rarely match how people actually work
- Runnable processes - templates become real workflows you can launch and track
- No coding needed - if you can fill out a form, you can build a process
- Anyone can use it - from interns to executives, the interface is self-explanatory
- Live updates - change a step and it’s live immediately
- Built-in tracking - see exactly where every process stands in real time
Every standard BPMN pattern maps to a Tallyfy feature:
| BPMN pattern | How Tallyfy handles it |
|---|---|
| Sequential Flow | Steps run one after another - use automation rules to enforce order |
| Parallel Split (AND) | Multiple steps are active at the same time (default behavior) |
| Exclusive Gateway (XOR)1 | Automation rules show/hide steps so only one path runs |
| Inclusive Gateway (OR)2 | Automation rules show/hide steps so multiple paths can run |
| Synchronization | Automation rules wait for multiple steps to complete before triggering |
| Structured Loop | Reopen action lets you repeat steps within a process |
| Deferred Choice | Automation rules conditionally assign tasks to different people |
For detailed walkthroughs of each pattern with real examples:
BPMN Examples and Patterns in Tallyfy ↗
- Study your BPMN diagram - identify the main steps, decision points, and responsibilities (10-15 minutes for most diagrams)
- Map the core logic - note what happens in sequence and where paths split
- Create a new template in Tallyfy
- Build your workflow - add steps, assign them to the right people, and set up automation rules
- Add the details - add form fields, configure decision rules, and set up automations
- Test run - launch a test process and walk through it to catch issues
- Go live - launch the real process
How To > Effective operations manuals
Tallyfy replaces static operations manuals with living digital workflows by converting existing documents into trackable templates that include rich media and automation rules and clear ownership so teams actually follow procedures instead of ignoring dusty binders that people forget within a week.
Process Improvement > Understand process flow without flowcharts
Visualize how work flows through your organization using Tallyfy templates, tracker views, and analytics - without complex flowcharts or diagrams.
Step-by-step tutorials to set up your workspace, create templates, and launch automated workflows in under 30 minutes.
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