Tags in Tallyfy are keywords you can add to templates and running processes - think of them as flexible labels that help you find things instantly. Unlike folders where something can only live in one place, you can slap multiple tags on the same item.
Here’s what makes tags powerful: A single template can be tagged “HR”, “Onboarding”, and “High Priority” all at once. Try doing that with folders!
What you need to use tags
Administrator permission (to create/edit/delete the main tag list)
Permission to edit a template or process (to add tags to it)
Benefits of using tags
Find things faster: Search for templates or processes with specific tags in seconds
Organize flexibly: Group items in multiple ways - no more folder limitations
See labels easily: Color-coded tags make identification instant
Filter lists: Combine tags to narrow down exactly what you need in your Tracker
Group related processes: See all processes for “Client Project” even if they’re scattered across different folders
Managing the organization’s tag list (Admins only)
If you’re an administrator, you control which tags everyone in your organization can use. Here’s how:
Go to Settings > Organization > Tags
To add a new tag, click Add Tag, type the name, choose a color, and save
To change an existing tag’s name, click its name, type the new name, and click Save
To change an existing tag’s color, click the colored square next to it, pick a new color, and click Save
To delete a tag from the organization list, click the menu icon (⋮) next to it
Choose Delete Tag
Confirm you want to delete it (this removes the tag everywhere - from the list and any items using it)
Adding tags to templates
Want to make your templates easier to find? Add tags. Takes about 30 seconds:
Open the template you want to tag in Edit mode
Click Settings (or Config) in the top toolbar
Go to the Summary tab
Find the Tag field
Start typing to search for existing tags
Click on suggested tags to add them
Type a completely new name and press Enter to create and add a new tag (if you have Admin rights)
Click Save Changes
Adding tags to running processes
Add tags to active processes to categorize them while they are running:
Open the running process you want to tag
Click the Add Tag button (usually near the process title)
Choose from the list of existing tags or type to create a new one (if you have Admin rights)
Click away from the tag list to apply it
Filtering by tags
Use tags to show only specific items in your Tallyfy dashboard:
Tallyfy provides two separate folder systems - one for organizing master templates in the Templates library and another for organizing active work in Tasks and Tracker views - plus flexible tags that allow items to belong to multiple categories for enhanced workflow organization.
Template folders in Tallyfy help teams organize workflow blueprints by grouping related templates together which reduces search time by 70% and prevents the chaos of scrolling through endless template lists while maintaining separate organization systems for master templates versus running processes.
Tallyfy’s template organization fundamentals improve workflow discovery by 80% through strategic folder structures naming conventions tagging systems and governance frameworks that prevent the 90% knowledge loss typical in traditional training methods.
Tallyfy allows users to organize active processes into folders within the Tracker view by using a three-dot menu to add processes to existing or newly created folders which can then be filtered for better workflow visibility and project management.
Footnotes
Tags are organization-wide and synchronized across all users, unlike personal labels in some systems ↩
