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Universal search

What is universal search and how to use it?

The Universal Search bar at the top of Tallyfy lets you find almost anything – templates, running processes, specific tasks, and snippets.

Just type what you’re looking for into the search bar.

What does it search?

Universal Search looks in many different places:

  • For Templates:
    • Template tags
    • Template names (titles)
    • Template descriptions
    • Step names within templates
    • Step descriptions within templates
  • For Running Processes & Tasks:
    • Process tags
    • Process names (titles)
    • Notes added to processes
    • Task names within processes
    • Task descriptions within processes
    • Comments added to tasks within processes
  • For One-off tasks (not part of a process):
    • One-off task names (titles)
    • Comments added to one-off tasks
  • For Snippets:
    • Snippet titles
    • Snippet content

Search Results:

The results list will show items that match your search. If you search for templates and they are in folders, the search result will show the folder location so you know where to find it.

Example search results showing different item types

Sharing search results:

If you want to share a direct link to a result (like a template or process), click the share icon next to that result. This copies a link to your clipboard that you can send to others.

Share icon next to a search result

Tutorials > Navigate Tallyfy

The Tallyfy platform features a comprehensive navigation system with a left sidebar menu universal search functionality and top bar icons for accessing various tools settings and notifications across the platform.

Templates > Snippets

Snippets function as reusable text blocks that streamline workflow documentation by allowing users to insert standardized content across templates tasks and processes while maintaining central control over updates.

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.

Snippets > Use snippets

Administrators can create reusable text blocks called snippets that any team member can insert into editable content areas to maintain consistency and enable quick updates across the organization.
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