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Organize templates into folders

How to organize templates into folders

Today, we’re going to talk about organizing your templates into folders. 📁

Are you tired of scrolling through tons of templates? We’ve got you covered! With folders, you can easily sort and group your templates, making them super easy to find. Plus, you can even sort them and favorite your most used ones for quick access.

Create folders for your Templates

To create a folder, head over to the Templates section and click on the “New Folder” button. You will be prompted to name your folder.

Create Folder

Once you’ve created your folder, you will find it on the left of the screen. Simply click on it to view the templates within it.

Point folder

Edit folders

Edit Folder

You can then rename the folder, change its parent, or even delete it if you no longer need it.

Options edit folder

Move templates to folders

In your Library view, simply select the ⋮ icon on the desired template, then click on “Move”. You can choose to create a new folder or select an existing one. 📂

Move to Folder
  1. Within each folder, you’ll find your templates. The good news is, that if you delete a folder, your templates will be safe and sound. No more stressing about accidental deletions! 😅

Unarchive templates

Did you accidentally archive a template? No worries! When you “unarchive” it, you’ll find it right back in its original folder. Phew, crisis averted! 🙌

Unarchive Template

Create subfolders

Feeling extra organized? You can even create subfolders to further structure your templates according to your preferences. It’s all about making things work for you! 🌟

Subfolders

That’s it for organizing your templates into folders in Tallyfy! Enjoy the ease and efficiency of staying organized. Happy templating! ✨

Templates > Configure your template

Template settings enable comprehensive customization of workflow behavior including duplication archiving permissions activity tracking folder organization webhooks and access controls while allowing users to add descriptions videos tags and special instructions for process management.

Templates > Create a template

Users can build workflow templates in Tallyfy through three methods: starting from scratch with a blank canvas choosing Tallyfy AI assistance or uploading an existing SOP document for automated conversion.