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Publish a template

How to make a template available for the general public

With Tallyfy, you can easily share your templates with anyone - even if they’re not on Tallyfy! Whether it’s for clients or the general public, you can make your template world-visible in just a few steps.

  1. Open your Library view and select the template you want to share.
  2. Click on Edit and then choose Config.
  3. Select the permissions section.
  4. Select Public to the world and mark it as yes Image

Feel proud of contributing to the world and your peer group! Make sure to share the link with your LinkedIn connections, social media followers, and co-workers. Thanks for being awesome!

Templates > Sample 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 > Create a template

Tallyfy offers three methods for template creation: starting from scratch, utilizing Tallyfy AI assistance, or converting existing SOP documents into automated workflow templates.

Documenting > Templates

Tallyfy’s templates serve as reusable master blueprints for standardizing and scaling business processes while maintaining consistency and quality across multiple executions.