The Tallyfy platform interface features a left sidebar with navigation options like CREATE TASKS and TRACKER along with a universal search bar and top icons for language selection and notifications to help users efficiently manage workflows and find information.
Universal search
Tallyfy’s universal search bar delivers comprehensive platform-wide search capabilities enabling rapid location of virtually any content including templates, running processes, specific tasks, and snippets.
This powerful search functionality streamlines workflow navigation by providing instant access to relevant content across your entire Tallyfy workspace through intelligent content indexing and advanced search algorithms.
Simply type what you’re looking for into the Tallyfy universal search bar located at the top of your interface.
Universal Search employs comprehensive indexing across multiple content categories and data fields throughout your Tallyfy organization:
- Template tags and categories
- Template names and titles
- Template descriptions and documentation
- Step names within templates
- Step descriptions and instructions
- Process tags and categorization
- Process names and titles
- Notes added to processes
- Task names within processes
- Task descriptions and instructions
- Comments added to tasks within processes
- One-off task names and titles
- Comments added to standalone tasks
- Snippet titles and names
- Snippet content and text
The search results display all matching items with contextual information. When searching for templates organized in folders, results include the folder location path so you can easily navigate to the specific template.
To share a direct link to any search result (such as a template or process), click the share icon displayed next to that result. This action copies a direct link to your clipboard that you can send to team members or stakeholders.
Templates are reusable blueprints that transform business processes into self-driving workflows by capturing every step and decision point while automatically assigning tasks sending reminders and tracking progress to eliminate process variations and reduce completion time by 40%.
Templates > Using folders for templates
Template folders in Tallyfy help teams organize workflow blueprints by grouping related templates together which reduces search time by 70% and prevents the chaos of scrolling through endless template lists while maintaining separate organization systems for master templates versus running processes.
Snippets in Tallyfy are reusable text blocks that administrators create and manage organization-wide while all users can insert them into any text editor to maintain consistency and avoid repetitive typing across templates tasks comments and other content areas.
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