Templates in Tallyfy serve as reusable workflow blueprints that capture every step and decision point in business processes and when launched they automatically assign tasks send reminders and track progress while enabling organizations to document their best practices once and run them consistently thousands of times with the ability to improve based on real data and feedback.
Lists
Lists in Tallyfy enable organizations to create centralized collections of structured data that can be referenced and reused across templates and processes.
Lists function as organizational reference tables ensuring consistent data entry while significantly reducing manual work and minimizing data entry errors. This centralized approach streamlines workflow creation and maintains data consistency across all business processes.
By providing single sources of truth for recurring data, Lists eliminate redundancy and improve workflow reliability throughout your organization.
Lists eliminate the inefficient practice of repeatedly entering identical information across multiple workflows and processes. This reduces administrative overhead significantly.
Instead of manually typing vendor names, product codes, approval hierarchies, or other recurring data, organizations create Lists once and reference them throughout all relevant workflows. This centralized approach reduces data entry errors, saves significant time, and ensures consistent standardized information usage across organizational processes.
By maintaining single sources of truth for frequently used data, Lists enable scalable workflow automation while preserving accuracy and consistency across the entire organization.
Lists integrate smoothly with Tallyfy core functionality. This enhances automation capabilities while maintaining platform simplicity:
- Form fields can automatically pull selection options from Lists, eliminating manual dropdown creation and ensuring current data accuracy
- Templates can reference List data for consistent process setup and standardized workflow configuration across the organization
- Variables can be automatically populated from List values, enabling dynamic content generation without manual intervention
- Automations can use List data for sophisticated conditional logic and intelligent workflow routing based on standardized criteria
This integration creates a powerful ecosystem where centralized data drives intelligent workflow automation.
Organizations typically use Lists for various data management scenarios:
- Vendor directories - Store supplier information, contact details, and approval workflows for procurement processes
- Product catalogs - Maintain item codes, descriptions, and pricing information for sales and inventory management
- Employee roles - Define job titles, departments, and permission levels for organizational structure
- Location data - Keep office addresses, regions, and local requirements for geographic workflows
- Approval hierarchies - Set up management chains and escalation paths for decision-making processes
- Compliance requirements - Store regulatory codes, standards, and procedures for adherence tracking
These use cases demonstrate how Lists support diverse organizational data needs while maintaining consistency.
When Lists becomes available, you’ll be able to implement complete data management:
- Create structured data tables with custom columns tailored to your organizational needs
- Import existing data from spreadsheets or databases for seamless migration
- Connect List data to form fields and template variables for dynamic content
- Update Lists centrally to reflect changes across all processes automatically
- Control access permissions for List viewing and editing based on role requirements
Lists will provide a powerful foundation for data-driven workflows while maintaining the simplicity that makes Tallyfy easy to use across all organizational levels.
Document templates in Tallyfy let you create policies and reference materials with locked standard content and editable fields that maintain brand consistency while allowing users to customize specific details in minutes instead of hours.
Templates > Organizing templates
Effective template organization in Tallyfy requires implementing folder structures based on departments or process types along with consistent naming conventions using prefixes and version numbers while using tags for additional categorization and establishing governance frameworks that include access controls standardization requirements change management procedures and regular maintenance schedules to ensure templates remain accurate and useful.
Tallyfy transforms static business documentation into live workflows through three template types - Procedure Templates for sequential processes Document Templates for reusable formatted content and Form Templates for data collection - ensuring consistent execution with real-time tracking and continuous improvement capabilities.
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