How to find organization, template, and process IDs
The Organization, Template, and Process IDs are unique identification numbers for each organization, template, and process in Tallyfy. These IDs are useful when contacting support or importing templates.
These IDs can be found in the URLs of various pages:
Template ID
You can find your template’s ID by clicking Config on the template editor. and heading to the Tools section.
Process ID
Similar to the Template ID, the Process ID follows the Organization ID in the URL. After https://go.tallyfy.com/ORGID/processes/PROCESSID ↗, you’ll see the ID when you open or launch the associated process. Each process has its own unique ID!
Universal search enables finding templates processes tasks and related information by searching through various attributes like names descriptions tags comments and file paths in Tallyfy while providing shareable result links.
Support team assistance requires sharing the full URL of relevant tasks and the Organization ID which can be accessed through the Settings > Organization menu in Tallyfy.
A comprehensive template library system offers pre-built industry workflows that can be accessed imported and customized across multiple business categories while following organizational best practices to streamline process implementation.
Tallyfy templates function as reusable blueprints that enable standardized business processes through step-by-step workflows and document formats while ensuring consistent execution across organizations.
