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Managing templates (blueprints)

Templates in the API

Process templates (referred to as “Checklists” or “Blueprints” in the API) define the structure of your repeatable processes. While in the Tallyfy user interface these are called Templates, the API endpoints consistently use the term Blueprints to refer to the same objects.

Use the API to create, retrieve, update, and manage these templates/blueprints. Refer to the individual pages for specific request details and code examples.

Templates > List templates

An API endpoint documentation for retrieving process templates from organizations with code examples in JavaScript Python Java and Go along with details about request headers query parameters and response format.

Documenting > Templates

Templates serve as reusable blueprints that standardize business processes by defining consistent steps structures and rules which can be launched repeatedly to ensure work quality and maintain organizational knowledge.

Templates > Get template

An API endpoint that retrieves detailed information about a specific process template using a GET request with optional parameters to include related data such as steps tags and folder hierarchies.