Tallyfy support involves strategic workflow adoption through early user involvement valuable process selection manager buy-in success story sharing planned rollouts automatic onboarding templates universal snippets for guidance and measuring adoption success through usage statistics feedback and process efficiency improvements.
Auto-launch templates for new members
Tallyfy enables organizations to automatically launch specific templates for new members when they join your organization. This powerful feature provides new members with a structured, consistent start to their Tallyfy experience.
Before setting up this feature, ensure you have:
- Administrator access to your Tallyfy organization
- An existing template specifically designed for new member onboarding
- The template must be available to all members (not restricted to certain roles or specific members in its settings)
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Navigate to Settings.
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Click the Organization tab.
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Select Customization.
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Locate the Launch template for new members? setting.
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Use the dropdown menu to select the specific template you want to auto-launch.
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Click Save Changes at the bottom of the page to confirm your selection.
Once configured, when a new member accepts their invitation and activates their account:
- The chosen template automatically launches as a process specifically assigned to that new member
- They receive immediate email notifications about their first assigned tasks
- The process appears prominently in their Tasks view, providing clear guidance through the onboarding steps
- The process follows all standard tracking and completion rules established in your organization
Using this powerful feature provides several significant benefits:
- Structured onboarding: Ensures every new member receives exactly the same initial process experience
- Self-guided training: Allows new members to complete training tasks at their own optimal pace
- Reduced administrative work: Eliminates the need to manually launch onboarding processes for each new member
- Increased platform adoption: Gets members actively using the platform immediately upon joining
- Standardized knowledge transfer: Provides identical key information to all new members consistently
- Measurable completion tracking: Easily monitor and track onboarding progress across all new members
Consider including these essential elements in your auto-launch template:
- Welcome message and comprehensive company information
- Platform tutorial steps (with links to relevant help articles)
- Introductions to key team members and stakeholders
- Required training materials or compliance documents
- A final step to collect valuable feedback about the onboarding experience
- The template launches immediately when the new member activates their account
- You can only configure one template to auto-launch for new members at a time
- The name of the launched process will follow your organization’s default process naming conventions
- Administrators can monitor completion progress using the Tracker view
This feature integrates seamlessly with other tools like welcome snippets to create a comprehensive onboarding experience.
Org Settings > Organization customization settings
Tallyfy administrators can customize organization-wide settings including member permissions content creation task management onboarding workflows working hours notifications and webhook configurations to control how the platform operates for all users.
Tallyfy provides step-by-step tutorials that guide new users through setting up their organization navigating the platform creating workflow templates and launching processes to build foundational workflow management skills for operational excellence.
Tallyfy enables organizations to create custom onboarding snippets through Settings > Organization > Personalization where administrators can configure welcome messages that appear either once for new members upon first login or permanently on the homepage for all members.
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