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Import a Template

The Import Template feature allows you to easily import your existing processes into Tallyfy. It’s like magic - with just a few clicks, you can bring your processes to life in the cloud.

Why should I import a template?

If you already have well-defined processes, importing them into Tallyfy can save you time and effort. Instead of starting from scratch, you can simply import your existing processes and customize them as needed.

How does it work?

To import a temple, follow these simple steps:

  1. Prepare your template: Make sure your process is documented in a flowchart or checklist format. You can use any software or tool you prefer.

  2. Export your template: Export your flowchart or checklist as a file in either a .png, .jpg, or .pdf format.

  3. Import your template: In Tallyfy, click the Config button within a template and click on the Import Template button. Choose the file you exported in the previous step.

  4. Customize your template: Once your template is imported, you can edit and customize it to fit your needs. Add additional steps, assign owners, set due dates, and more.

Tips for a successful import

  • Make sure your template is clear and easy to understand.
  • Check that all the necessary steps are included in your template.
  • Review and update any outdated information or steps before importing.
  • Double-check the file format and ensure it is supported for import.