Use Cases > Find anything across your workflows
Tallyfy’s AI-powered search lets you type plain-language questions to find tasks, processes, and…
Universal search
Tallyfy’s universal search helps you find anything across your workspace - templates, running processes, tasks, and snippets.
Type what you’re looking for into the search bar at the top of your interface.
Here’s what universal search indexes across your Tallyfy organization:
- Tags and categories
- Names and titles
- Descriptions
- Step names
- Step descriptions
- Process tags
- Process names
- Notes added to processes
- Task names
- Task descriptions
- Comments on tasks
- Task names and titles
- Comments on standalone tasks
- Snippet titles
- Snippet content
Results show all matching items with contextual information. For templates in folders, you’ll also see the folder path so you can find the right template.
To share a direct link to any search result, click the share icon next to it. This copies a link to your clipboard that you can send to team members.
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