Tallyfy templates function as strategic reusable blueprints that standardize business processes by defining workflow steps structure and logic to ensure consistent quality execution across organizations while enabling customization for specific instances and providing comprehensive benefits including improved training efficiency reduced errors and scalable operations management.
Master templates vs. launched processes - Understanding the difference
Master templates in Tallyfy act as your single source of truth - one authoritative version that generates customized processes. Unlike managing multiple document copies where version control becomes a nightmare, updates to the master template ensure consistency while preserving the flexibility of individual process instances.
Think of it like a cookie cutter (master template) and the cookies you make (launched processes) - standardized shape, but each can be decorated differently.
- Purpose: Define the standard process structure and rules
- Editing: Only authorized template editors can modify
- Content: Contains placeholders, automation rules, and standard text
- Versions: Maintains revision history for compliance
- Location: Found in Templates section of Tallyfy
- Purpose: Execute the actual work with real data
- Editing: Users fill in fields and complete tasks
- Content: Contains actual client names, dates, and specific information
- Status: Tracks progress through active workflow
- Location: Found in Processes section of Tallyfy
Templates define what can and cannot be customized in each launched process:
- Set field permissions: Mark fields as editable or read-only
- Define conditional paths: Create IF-THEN rules for dynamic workflows
- Establish automation: Set up rules for assignments and deadlines
- Lock standard content: Protect compliance text and procedures
When users launch a process from a template:
- Fill in specific data: Client names, project details, dates
- Activate conditional paths: Selections determine which tasks appear
- Customize allowed sections: Edit fields marked as editable
- Maintain unique timeline: Each process has its own deadlines
Challenge: CBRE manages hundreds of playbooks with multiple variations:
- Agency vs. Principal delivery models
- Different service types (fleet, workplace, on-the-go)
- Regional requirements (North America, Europe, Asia)
Traditional approach problems:
- 100+ PowerPoint files with slight variations
- Manual updates to each file when standards change
- Version control nightmare with local copies
- No way to filter content dynamically
Tallyfy solution:
- One master template with all variations
- Dynamic filtering based on user selections
- Instant updates when standards change
- Each launched process shows only relevant content
| Traditional Documents | Tallyfy Templates |
|---|---|
| 100 copies of same SOP | 1 master template |
| Manual version tracking | Automatic versioning |
| Update each copy separately | Update master once |
| Static content for all | Dynamic, filtered content |
| Lost customizations in updates | Preserved instance data |
| Email chains for status | Real-time progress tracking |
| Scattered feedback | Centralized comments |
Yes, but changes only affect future launched processes. Running processes continue with the version they started with, ensuring consistency.
No. Running processes maintain their original structure. This protects in-flight work while allowing continuous improvement.
Instead of versions, use conditional logic. One template can show different content based on team, region, or any other criteria.
Use conditional visibility and dynamic fields rather than creating 12 separate templates. One smart template replaces dozens of static documents.
- Identify common elements across all variations
- Use snippets for repeated content
- Build in flexibility with variables
- Decide what users can change vs. what stays locked
- Use form fields to capture variation needs
- Set up automation rules for different paths
- Launch test processes for each major variation
- Verify conditional logic works correctly
- Gather feedback from pilot users
- Regular reviews of the master template
- Update based on process feedback
- Version documentation for major changes
When moving from multiple documents to Tallyfy:
- Identify commonalities: Find shared content across all versions
- Map variations: Document what makes each version different
- Build smart: Create one template with conditional logic
- Import content: Use AI import to convert fastest version
- Add intelligence: Layer in automation and conditions
- Test thoroughly: Verify all paths work correctly
- Train teams: Focus on the “why” of single source benefits
Master templates provide control and standardization while launched processes deliver flexibility and customization. This architecture eliminates version control chaos while ensuring everyone follows the latest approved procedures - achieving both compliance and agility.
Process launching in Tallyfy transforms static workflow templates into active trackable processes with specific assignments and deadlines that operate independently with their own timeline participants and progress tracking.
Tracking And Tasks > More about processes
A process in Tallyfy is a single execution instance of a template blueprint that represents actual work being done with its own unique identity activity log and ability to be tracked and modified independently from the original template.
Tallyfy transforms static business process documentation into dynamic executable workflows through three specialized template types - Procedure Templates for complex multi-step processes Document Templates for standardized policy materials and Form Templates for streamlined data collection - enabling organizations to maintain consistency while providing real-time tracking and continuous improvement capabilities.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks