Organize templates into folders

Why use template folders?

Template folders help you organize your library of templates. Putting related templates into folders makes it easier to find and manage them, especially if you have many templates.

Who can organize templates?

“Light” members cannot organize templates into folders. Only “Standard” members (if allowed by an Admin) or “Administrator” members can create folders and move templates.

Organizing templates vs. organizing running processes

Folders help you structure your template library so you can find the right blueprint when you need it.

Important: Template Folders are Separate from Process Folders

Tallyfy has two separate folder systems:

1. Template Folders: Used only in the Templates library section to organize your master templates/blueprints.
2. Task/Process Folders: Used in the Tasks and Tracker views to organize running processes and tasks.

These are kept separate because how you organize your master templates might be different from how you organize your live projects.

Example 1: You might have a template folder called “HR” containing an “Employee Onboarding” template. But when you actually run the onboarding process for new hires, you might put those running processes into folders named after the department they joined, like “Sales Team Onboarding” or “IT Team Onboarding”.

Example 2: You might store all templates related to client work in a template folder called “Client Operations”. But the actual running processes for each client would likely go into process folders named after the client, like “Acme Corp Projects” or “Beta Inc Requests”.

What you need

• Access to the Templates section in the library.
• Templates that you want to put into folders.
• Permission to create folders and move templates (Standard or Admin role).

Benefits of using folders for templates

• Find templates faster: A clear structure makes locating templates easier.
• Group logically: Put templates together by department (HR, Sales), function (Approvals, Requests), or type.
• Cleaner library: Keeps your main template list tidy.
• Help your team: Makes it easier for others to find the right templates.

Creating main folders (top-level)

1. Go to the Templates section (library).
2. Click the New Folder button (usually in the panel on the left).
3. Give your folder a clear name (e.g., “Marketing Templates”).
4. Click Create.

The new folder will appear on the left. Click it to see inside or add templates to it.

Creating folders inside folders (subfolders)

1. Click on the folder you want to put a new folder inside (the parent folder) on the left.
2. Click the New Folder button again.
3. Give the subfolder a name (e.g., “Email Campaigns” inside the “Marketing Templates” folder).
4. Click Create.

Subfolders will show up indented under their parent folder on the left.

Moving templates into folders

1. In the main Library view (or inside a folder), find the template you want to move.
2. Click the menu icon (three dots ⋮) on the template card.
3. Choose Move from the menu.
4. Select the folder you want to move the template into.
5. Click Move.

Managing folders (Rename, Move, Delete)

1. Click on the folder you want to manage in the left panel.
2. Click the pencil icon next to the folder’s name.
3. In the box that appears, you can:
   • Rename the folder.
   • Move the folder by choosing a different parent folder.
   • Delete the folder.

Important: Deleting a folder does not delete the templates inside it. The templates will just move back to the main library view (unfoldered).

What happens when you unarchive a Template?

If you restore an archived template:

• It will go back into the folder it was in before you archived it (if that folder still exists).
• If the folder was deleted, the template will go into the main library view.

1. Go to the Templates section and click the Archived tab.
2. Find the template you want to bring back.
3. Click the Unarchive button.

Tips for organizing folders

• Use clear, consistent names for your folders.
• Try not to make too many levels of subfolders (2-3 levels is usually best).
• Group templates in ways that make sense for your company (e.g., by department).
• Use folder names that tell you what’s inside.
• Review your folders sometimes and clean them up if needed.
• Use tags in addition to folders for more specific labeling.

Related articles

Templates > Best practices for template organization and management

Best practices for organizing and managing your templates in Tallyfy, including folder structures, naming conventions, template governance, and strategies for maintaining a clean template library.

Tasks View > Organize tasks and processes into folders

Tallyfy enables efficient work organization through two distinct folder systems for templates and tasks/processes alongside customizable tags for flexible categorization and filtering options.

Organize Processes > Organize processes into folders

The system enables users to organize active processes into dedicated folders within the Tracker view while maintaining separate folder structures for templates and active workflows for enhanced process management and tracking.

Templates > Tags

Tags serve as flexible color-coded labels that allow users to organize and filter templates and processes across multiple categories while enabling quick searches and efficient workflow management.