The Tallyfy platform interface features a left sidebar with navigation options like CREATE TASKS and TRACKER along with a universal search bar and top icons for language selection and notifications to help users efficiently manage workflows and find information.
Universal search
Tallyfy’s universal search bar delivers platform-wide search capabilities enabling rapid location of virtually any content including templates, running processes, specific tasks, and snippets.
This search feature streamlines workflow navigation by providing instant access to relevant content across your entire Tallyfy workspace.
Simply type what you’re looking for into the Tallyfy universal search bar located at the top of your interface.
Universal Search indexes 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 in Tallyfy serve as reusable workflow blueprints that capture every step and decision point in business processes and when launched they automatically assign tasks send reminders and track progress while enabling organizations to document their best practices once and run them consistently thousands of times with the ability to improve based on real data and feedback.
Snippets in Tallyfy are reusable text blocks that administrators create and manage organization-wide while all users can insert them into any text editor to maintain consistency and avoid repetitive typing across templates tasks comments and other content areas.
Document templates in Tallyfy let you create policies and reference materials with locked standard content and editable fields that maintain brand consistency while allowing users to customize specific details in minutes instead of hours.
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