Insert Variables in Tallyfy enable dynamic information display in task titles and descriptions by linking form fields between independent and dependent steps for real-time workflow updates.
Insert media
Tallyfy allows the following media to be inserted into any procedure’s description:
- Images
- Files(100MB limit)
- Videos
- Links
- Tables
- URLs
To insert any of them, simply go to the Edit view of your desired template, and select the task you want to insert media to. Then, simply click on the Insert option, and select which media you want to embed!
Edit Task > Add videos to a task
Users can enhance their Tallyfy processes by adding videos from multiple platforms and uploading video files directly in supported formats like MP3 MP4 and WebM.
Edit Templates > Add a description to a template
Adding descriptions to templates involves accessing the Edit view and entering text in the Description drawer which automatically saves while template changes only impact future processes.
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.
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