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Universal search

What is universal search and how to use it?

The Universal Search bar at the top of Tallyfy lets you find almost anything – templates, running processes, specific tasks, and snippets.

Just type what you’re looking for into the search bar.

What does it search?

Universal Search looks in many different places:

  • For Templates:
    • Template tags
    • Template names (titles)
    • Template descriptions
    • Step names within templates
    • Step descriptions within templates
  • For Running Processes & Tasks:
    • Process tags
    • Process names (titles)
    • Notes added to processes
    • Task names within processes
    • Task descriptions within processes
    • Comments added to tasks within processes
  • For One-off tasks (not part of a process):
    • One-off task names (titles)
    • Comments added to one-off tasks
  • For Snippets:
    • Snippet titles
    • Snippet content

Search Results:

The results list will show items that match your search. If you search for templates and they are in folders, the search result will show the folder location so you know where to find it.

Example search results showing different item types

Sharing search results:

If you want to share a direct link to a result (like a template or process), click the share icon next to that result. This copies a link to your clipboard that you can send to others.

Share icon next to a search result

Miscellaneous > Find your Tallyfy IDs

Tallyfy assigns unique identification numbers to organizations templates and processes which can be accessed through settings menus and browser URLs for support and integration purposes.

Tutorials > Navigate Tallyfy

The Tallyfy platform features a left sidebar menu universal search bar and top-right icons for efficient navigation through its workflow management interface and administrative functions.

Tracking And Tasks > More about tasks

Tasks in Tallyfy serve as basic work units that exist either as process-integrated components within templates or as standalone one-off items for simple to-do actions.

Features > Explain it once

Tallyfy templates enable users to define standardized processes once which can then be consistently followed across teams with features like AI assistance multilingual support device compatibility and analytics tracking.
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