Skip to content

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 > Create a template

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.

Templates > Sample Templates

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.

Documenting > Templates

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.