Tallyfy templates are reusable process blueprints that you create once and launch repeatedly to assign tasks and track progress automatically while solving problems like inconsistent quality and lost knowledge through three types: procedure templates for multi-step workflows with conditional logic and document templates for reference materials and form templates for standalone data collection.
Lists
Lists are reusable data tables in Tallyfy. Create them once, then reference them across any template or process - so you never retype the same data.
They work as a single source of truth for recurring data like vendor names, product codes, or approval chains. This cuts data entry errors and keeps information consistent across your organization.
Stop typing the same vendor names, product codes, or approval chains in every workflow. With Lists, you define that data once and pull it wherever it’s needed.
Each List is a structured table with custom columns, rows, and individual cells you can update at any time. Changes apply everywhere the List is referenced.
Lists plug into several parts of Tallyfy:
- Form fields - Dropdown, multiselect, and radio fields can pull their options directly from a List, so you don’t have to maintain options manually
- Templates - Reference List data for consistent process setup across your organization
- Variables - Populate variables from List values for dynamic content in your workflows
- Automations - Use List data in conditional logic and routing rules
- Vendor directories - Supplier info, contact details, and procurement approval paths
- Product catalogs - Item codes, descriptions, and pricing
- Employee roles - Job titles, departments, and permission levels
- Location data - Office addresses, regions, and local requirements
- Approval hierarchies - Management chains and escalation paths
- Compliance requirements - Regulatory codes, standards, and procedures
To set up a List:
- Create a new List with custom columns for your data
- Add rows of data - or import from an existing source
- Connect the List to form fields (dropdown, multiselect, or radio) in your templates
- Update the List centrally - changes reflect across all linked processes
Variables in Tallyfy are placeholders that automatically carry data entered in one process step (like a customer name or order number) to every other step that needs it — eliminating copy-paste errors and enabling personalized task titles and dynamic automation triggers based on form field values.
Tallyfy’s document templates let you create locked-down policies and reference materials with editable fill-in-the-blank fields so every team produces consistent branded documents without starting from scratch or dealing with version control nightmares like traditional Word files.
Tallyfy transforms static documents into three types of living templates—Procedure Templates for tracked multi-step workflows with automation rules and task assignments; Document Templates for consistent policies and reference materials with locked sections and fillable fields; and Form Templates for structured one-shot data collection—so teams can pick the right format based on whether they need sequential task tracking or reusable document structures or simple data gathering.
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