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Use snippets

What are snippets, and how you can use them

Tallyfy - Simplifying Your Workflow with Snippets

Are you tired of repeating the same information over and over again? Say goodbye to redundancy with Tallyfy’s reusable snippets!

With Tallyfy, you can create and save snippets of text that you can easily insert into step, task, and template descriptions. No more rewriting - just insert a snippet and you’re done!

Create a snippet

Creating and accessing your pre-saved snippets is quick and easy:

  1. Head to your Account Settings > Organization > Snippets.
  2. Click “Create Snippet” to make a new template.
  3. Edit and view existing snippets with a simple click.
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Using snippets

Now, using snippets is a breeze:

  • Choose a template from the dropdown list and insert it into the template and form descriptions.
  • Spice up your procedure step descriptions effortlessly.
  • Add process instructions with ease in the advanced template settings.
  • Share active process instructions, notes, and comments without any hassle.
  • Make one-off task descriptions and comments more colorful.
  • Enjoy the simplicity of using snippets in the document editor.
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Embedding templates

You can use the snippet function to embed process templates into another template, simply select the Templates option after clicking on the Scissors icon, and choose which template you want to embed!

Templates > Snippets

Snippets enhance workflow efficiency by enabling users to store and reuse frequently-used text elements across multiple templates and processes.

Documenting > Templates

Tallyfy templates serve as reusable master blueprints for standardized processes that can be launched multiple times to ensure consistent and high-quality execution of procedures across an organization.

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.

Templates > Sample Templates

Tallyfy offers a comprehensive set of ready-to-use templates organized in various folders including Marketing HR Product General/Admin Finance Sales IT/Support and Onboarding to help users quickly set up their workflow processes.
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