Snippets in Tallyfy are reusable text blocks that admins create and manage while all members can insert them into rich text editors across templates, tasks, comments, and documents.
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 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.
- 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
- Create - an Admin goes to Settings > Organization > Snippets and creates a new snippet with a title and rich text content
- Insert - any member opens the editor in a template or task description and inserts the snippet from the reference panel
- Update - an Admin edits the snippet later, and every place that references it shows the updated content automatically
- Delete - when an Admin deletes a snippet, Tallyfy also removes its references from all templates and steps
- 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
Tallyfy enables users to create smart document templates with fixed standard text and customizable blank fields that automatically populate with previously collected data through variables and reusable snippets instead of manually copying and editing old documents.
Document templates in Tallyfy let you create policies and reference materials with locked standard content and editable fields that maintain brand consistency while allowing users to customize specific details in minutes instead of hours.
Templates in Tallyfy are reusable blueprints for your business processes - document them once, run them consistently, and improve based on real data.
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