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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.

    Onboarding new members toggle in organization customization settings

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

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