The Tallyfy platform interface features a left sidebar menu for primary navigation with options to create workflows access tasks and templates manage team members and adjust settings plus a universal search bar and top bar icons for language selection and notifications.
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 organize workflow blueprints for faster discovery and better team efficiency by allowing users to create logical groupings that reduce search time by 60-80% while maintaining separate systems for templates versus running processes.
Tallyfy offers comprehensive workflow management features including real-time status tracking intelligent automation through conditional logic external guest collaboration and advanced process optimization that transform static documentation into dynamic trackable workflows for operational excellence.
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