Snippets

What are snippets?

Snippets are reusable text blocks in Tallyfy. Save them once, insert them anywhere - templates, tasks, comments. When you update a snippet, every place that uses it gets the new version automatically.

Tired of typing the same compliance disclaimer repeatedly? Create a snippet. Done.

Snippets = rubber stamps

Think of a snippet as a rubber stamp with your company address or legal notice. Instead of typing it each time, you “stamp” it where needed. If the address changes, update the stamp once - the change shows up everywhere you’ve used it.

What snippets can contain

Snippets hold rich text content - anything you’d normally type in the editor:

• Standard instructions for common procedures
• Company policies referenced across multiple templates
• Legal disclaimers
• Technical terms that need exact wording
• Contact information that changes periodically

What snippets can’t do

Snippets are text-only. They can’t contain:

• Form fields (checkboxes, dropdowns, date pickers)
• Task structures (assignees, deadlines, dependencies)
• Interactive elements or conditional logic

If you need reusable tasks with form fields, create a master template and copy tasks from it to other templates manually.

Why use snippets?

• Consistency - your legal disclaimer stays identical across every document
• One-time updates - change one snippet, and it updates across all templates and steps that reference it
• Admin control - only Admin members can create, edit, and delete snippets, so your approved text stays approved

How the snippet workflow works

1. Create - an Admin goes to Settings > Organization > Snippets and creates a new snippet with a title and rich text content
2. Insert - any member opens the editor in a template or task description and inserts the snippet from the reference panel
3. Update - an Admin edits the snippet later, and every place that references it shows the updated content automatically
4. Delete - when an Admin deletes a snippet, Tallyfy also removes its references from all templates and steps

Where snippets work best

• Legal notes in contracts and process templates
• Standard operating procedures shared across workflows
• Company policy reminders
• Technical definitions requiring exact wording
• Contact info that changes when people move roles
• Form-filling instructions for recurring tasks

• Use snippets

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