Miscellaneous > Find your Tallyfy IDs
Unique identification numbers for organizations, templates, and processes in Tallyfy can be found in URLs and settings pages for easy reference when contacting support or importing templates.
Universal search
The ‘Universal Search’ function in Tallyfy allows you to easily search for templates, processes, tasks, and other related details.
With the universal search, you can search for various attributes related to templates, processes, and tasks.
Template Search allows you to search by:
- Template tags
- Template name (title)
- Template description
- Template step name
- Template step descriptions (details tab)
Process/Process Task Search allows you to search by:
- Process tags
- Process name (title)
- Process notes
- Process task name
- Process task description
- Process task comments
One-off Task Search allows you to search by:
- One-off task name (title)
- One-off task comments
Tallyfy’s templates serve as reusable master blueprints for standardizing and scaling business processes while maintaining consistency and quality across multiple executions.
Tallyfy’s navigation system features a comprehensive left sidebar, search functionality, and top bar controls that enable users to efficiently manage processes, tasks, templates, and organizational settings while offering language options and notification alerts.
Tallyfy offers three methods for template creation: starting from scratch, utilizing Tallyfy AI assistance, or converting existing SOP documents into automated workflow templates.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks