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Universal search

Section titled “Using Tallyfy’s universal search”

Tallyfy’s universal search helps you find anything across your workspace - templates, running processes, tasks, and snippets.

Section titled “Performing a search”

Type what you’re looking for into the search bar at the top of your interface.

What can universal search find?

Section titled “What can universal search find?”

Here’s what universal search indexes across your Tallyfy organization:

Templates

Section titled “Templates”
  • Tags and categories
  • Names and titles
  • Descriptions
  • Step names
  • Step descriptions

Running processes and tasks

Section titled “Running processes and tasks”
  • Process tags
  • Process names
  • Notes added to processes
  • Task names
  • Task descriptions
  • Comments on tasks

One-off tasks

Section titled “One-off tasks”
  • Task names and titles
  • Comments on standalone tasks

Snippets

Section titled “Snippets”
  • Snippet titles
  • Snippet content

Search results display

Section titled “Search results display”

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.

Search results for the word Client, with the Templates tab selected and five matching templates listed.

Sharing search results

Section titled “Sharing search results”

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.

Search for Client showing template results, with the link icon at the end of the box marked.
Section titled “Related articles”

Documenting > Templates

Tallyfy templates are reusable blueprints you create once and launch repeatedly. They assign…
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