Comprehensive guidance on driving team adoption of Tallyfy through early user involvement onboarding automation universal snippets and success measurement techniques.
Auto-launch templates for new members
Tallyfy lets organizations automatically launch specific templates for new members when they join. This gives new members a structured start.
Before setting this up, make sure you have:
- Administrator access to your Tallyfy organization.
- An existing template designed for new member onboarding.
- The template must be available to all members (e.g., not restricted to certain roles or members in its settings).
To set up a template to launch automatically for new members:
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Go to Settings.
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Click the Organization tab.
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Select Customization.
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Find the Launch template for new members? setting.
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Use the dropdown menu to select the template you want to auto-launch.
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Click Save Changes at the bottom of the page.
Once set up, when a new member accepts their invitation and activates their account:
- The chosen template automatically launches as a process assigned to that new member.
- They get email notifications about their first assigned tasks.
- The process appears in their Tasks view, guiding them through the onboarding steps.
- The process follows all standard tracking and completion rules.
Using this feature has several benefits:
- Structured onboarding: Ensures every new member gets the same initial process.
- Self-guided training: Lets new members complete training tasks at their own pace.
- Reduced admin work: Removes the need to manually launch onboarding processes.
- Increased adoption: Gets members using the platform right away.
- Standardized knowledge: Gives the same key information to all new members.
- Measurable completion: Easily track onboarding progress.
Consider adding these to your auto-launch template:
- Welcome message and company info.
- Platform tutorial steps (linking to help articles).
- Introductions to key team members.
- Required training materials or compliance documents.
- A final step to collect feedback.
- The template launches as soon as the new member activates their account.
- You can only set one template to auto-launch for new members.
- The name of the launched process will follow your organization’s default process naming settings.
- Administrators can monitor completion using the Tracker view.
This feature works well with other tools like welcome snippets for a complete onboarding experience.
Org Settings > Organization customization settings
Organization settings in Tallyfy allow administrators to manage member permissions email domains content creation task management onboarding schedules notifications and webhook formatting for the entire organization.
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.
Tallyfy is a workflow platform that helps non-technical users document track and improve business processes through a three-stage approach of storing instructions following progress and continuously optimizing workflows using AI automation to eliminate manual tasks and ensure consistent standardized work execution.
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