The advanced tab offers powerful customization options including process launching, mandatory task settings, assignee requirements, task locking, webhook integration, guest access control, and step alias identification for enhanced workflow management.
Tags
Simplify and Transform Markdown: Help Article for Tallyfy
Welcome to Tallyfy, the ultimate organizational tool! In this article, we will show you how to use tags to better manage your templates and processes. Let’s get started!
- Add, edit, and remove tags in your organization via Settings > Organization > Tags.
- Rename a tag or change its color by clicking on it.
- To delete tags, click on ⋮ and select Delete Tag.
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Open your desired template in Edit mode, and click on Settings > Summary.
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Add a new tag in the Tag field and click Save Changes.
- Open your desired process.
- Select the Add Tag button.
- Go to the Tracker section and click on the Add filter option.
- Select the Tags you wish to see.
Tallyfy’s templates serve as reusable master blueprints for standardizing and scaling business processes while maintaining consistency and quality across multiple executions.
Tallyfy offers three methods for template creation: starting from scratch, utilizing Tallyfy AI assistance, or converting existing SOP documents into automated workflow templates.
Tallyfy offers comprehensive documentation capabilities through templates, including procedures for step-by-step processes, customizable document templates, and form submissions for streamlined workflow management.
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