Miscellaneous > Find your Tallyfy IDs
Unique identification numbers for organizations templates and processes in Tallyfy can be located in specific URLs and settings pages for easy reference during support interactions or template sharing.
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 templates serve as reusable master blueprints for standardized processes that can be launched multiple times to ensure consistent and high-quality execution of procedures across an organization.
The Tallyfy platform offers comprehensive navigation through a left sidebar menu featuring process creation search functionality multiple language options and notification updates alongside various management tools for tasks templates and team members.
Users can build workflow templates in Tallyfy through three methods: starting from scratch with a blank canvas choosing Tallyfy AI assistance or uploading an existing SOP document for automated conversion.
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