Snippets in Tallyfy are reusable text blocks that provide centralized content management for consistent messaging across templates and processes while enabling automatic updates when changes are made to the original snippet.
Use snippets
Snippets are reusable blocks of text. You create them once and then insert them into multiple places like template steps, task descriptions, or comments. This saves you from typing the same thing over and over and keeps your information consistent.
- Only Administrators can create, edit, and delete the main list of shared snippets for the whole organization.
- Any member can insert existing snippets into places they can edit (like task descriptions or comments).
- Go to Settings > Organization > Snippets (Note: This path might vary slightly; look for Snippets under Organization settings).
- Click Create Snippet.
- Give the snippet a clear, descriptive Title so you can find it easily later.
- Type or paste the text Content you want to reuse into the main box.
- Use the formatting tools (bold, lists, etc.) if needed.
- Click Save.
From the main Snippets settings page, Admins can:
- See all the snippets created for the organization.
- Edit a snippet (click on it). Changes automatically update everywhere the snippet is used.
- Delete snippets that are no longer needed.
- Organize snippets into categories (like “HR Policies” or “Sales Emails”).
Anyone editing text (like a task description or comment) can insert a snippet:
- Click where you want the snippet text to appear.
- Click the Snippets icon (looks like scissors ✂️) in the editor toolbar.
- Choose the snippet you want from the list that appears.
- The snippet’s content will be inserted right where your cursor was.
You can insert snippets almost anywhere you see the text editor toolbar, including:
- Template descriptions and step descriptions.
- Guidance text for form fields.
- Special instructions shown before launching a process.
- Comments on running tasks.
- Notes added to processes.
- Document template content.
You can also insert a link to an entire other template using the snippet tool. This is less common but can be used to reference related processes.
- Click where you want the template link.
- Click the Snippets icon (✂️).
- Choose the Templates option.
- Select the template you want to link to.
- A link to that template will be inserted.
- Use clear names: Give snippets titles that make it obvious what they contain.
- Keep them focused: Make snippets for specific pieces of information, not huge paragraphs.
- Update in one place: If information changes (like a phone number or policy), just edit the snippet once, and it updates everywhere.
- Organize with categories: Use categories in the Snippets settings to group related snippets.
- Review regularly: Check your snippets sometimes to make sure they are still accurate.
Tallyfy support involves strategic workflow adoption through early user involvement valuable process selection manager buy-in success story sharing planned rollouts automatic onboarding templates universal snippets for guidance and measuring adoption success through usage statistics feedback and process efficiency improvements.
Tallyfy enables users to replace document cloning with smart templates that combine unchangeable standard text with customizable fill-in-the-blank fields snippets for reusable content blocks and variables that automatically pull in previously collected data to streamline document creation and reduce errors.
Edit Task > The rich text editor
Tallyfy’s rich text editor enables comprehensive formatting and content insertion across tasks and descriptions with features including basic formatting options dynamic variable insertion reusable snippets media uploads and URL embedding while maintaining consistent branding and removing complex formatting from pasted content.
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