Variables
Variables are a powerful feature that ensures key information to be transmited to steps throught the process.
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Variables > Insert variables
Insert variables allow dynamic content in task descriptions based on form field values, enabling real-time updates.
Essentials > Templates
Tallyfy’s templates streamline processes and provide sample templates, editing capabilities, public sharing options, and import/export functionality to help users automate their workflows efficiently.
Templates > Insert media
Media such as images, files, videos, links, tables, and URLs can be embedded into a procedure’s description in Tallyfy’s Edit view.
Templates > Automations
Automations in Tallyfy enable powerful workflows that make autonomous decisions and actions based on user-defined conditions.