Insert Variables in Tallyfy enables dynamic task descriptions with real-time updates by allowing users to add form field variables in step titles and descriptions, ensuring accurate information display throughout workflow processes.
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
Videos from popular platforms like YouTube and Vimeo can be easily integrated into Tallyfy processes, along with direct uploads of MP3, MP4, and WebM files up to 100MB.
Edit Templates > Add a description to a template
Descriptions can be added to templates by accessing the Edit view, selecting a step, and utilizing the Description drawer, with changes only affecting future processes while maintaining formatting consistency.
Tallyfy’s templates serve as reusable master blueprints for standardizing and scaling business processes while maintaining consistency and quality across multiple executions.
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