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Auto-launch templates

Auto-launch a template for new members

You can automatically launch a template whenever a new member joins your organization. Every new member gets the same onboarding experience - no manual work required.

Before you start

  • You need Administrator access to your Tallyfy organization
  • Have an existing template ready for onboarding
  • The template must be a procedure type (not a document) with at least one step, and can’t have required kick-off form fields

Setting up auto-launch

  1. Go to Settings > Organization > Customization.

  2. Find the Onboarding new members toggle and switch it to Yes.

  3. A dropdown appears - select the template you want to auto-launch.

  4. Click Save Changes.

How it works

When a new member accepts their invitation and verifies their email:

  1. The selected template launches as a process assigned to that member
  2. They get email notifications about their assigned tasks
  3. The process shows up in their Tasks view right away
  4. Standard tracking and completion rules apply

Why use auto-launch

  • Consistent onboarding - every new member gets the same process
  • Self-paced training - members complete tasks on their own schedule
  • No manual work - you don’t have to launch onboarding processes one by one
  • Faster adoption - members start using Tallyfy immediately
  • Avoids the forgetting curve - structured tasks beat one-time training sessions
  • Trackable progress - monitor who’s completed onboarding and who hasn’t

What to include in your onboarding template

  • Welcome message and company info
  • Tallyfy tutorial steps with links to help articles
  • Introductions to key team members
  • Required training materials or compliance documents
  • A feedback step at the end

Good to know

  • The template launches as soon as the new member activates their account
  • Only one auto-launch template can be active at a time
  • Administrators can track completion progress in the Tracker view
  • Pair this with welcome snippets for a complete onboarding experience

Miscellaneous > Adoption

Tallyfy drives team adoption through five key strategies—involving users early to build ownership and starting with high-impact processes—while offering built-in tools like auto-launch onboarding templates and universal snippets that guide new members through tasks in real time and reduce reliance on memory-based training.

Pro > Getting started

Tallyfy lets new users go from zero to a fully working tracked business process in under 30 minutes through a four-step tutorial path covering organization setup and dashboard orientation and template creation and process launching while also providing guidance on team adoption strategies and trial evaluation and industry-specific use cases for emergency services and small businesses and client management.

Documenting > Templates

Tallyfy templates are reusable process blueprints that you create once and launch repeatedly to assign tasks and track progress automatically while solving problems like inconsistent quality and lost knowledge through three types: procedure templates for multi-step workflows with conditional logic and document templates for reference materials and form templates for standalone data collection.
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