Snippets are reusable text blocks. You can set up special “Universal Snippets” in Settings > Organization > Personalization to show messages in specific places:
Guest View Snippets: Show custom messages to external guests when they view tasks.
Member Homepage Snippets: Display permanent messages on all members’ Tallyfy homepages (good for announcements or important links).
New Member Onboarding Snippets: Show a one-time welcome message only to new members when they first log in.
Light Role Template Editing Snippets: Show a message if a Light role user tries to edit a template (which they can’t), explaining why.
Using these helps guide users.
Measuring success
How do you know if people are adopting Tallyfy?
Look at usage statistics (if available).
Check if processes are completed faster or more consistently.
Ask your team for feedback.
See if there’s less email about process coordination.
Organizations can automatically initiate specific onboarding templates for new members upon joining which provides structured guidance through tasks notifications and standardized training materials while reducing administrative work and tracking completion progress.
Workflow automation platform Tallyfy helps organizations streamline operations by documenting processes tracking tasks in real-time and enabling continuous improvement through AI-powered automation and standardized templates.
Tallyfy enables organizations to display customized welcome messages and instructions through snippets that can appear either once for new members or permanently on the homepage for all team members.
A comprehensive guide for new Tallyfy users to learn essential platform features through step-by-step tutorials covering account setup workflow design task management team collaboration and basic automation tools.
