Tallyfy provides comprehensive support and adoption strategies including early user involvement starting with valuable processes manager buy-in automatic onboarding templates universal snippets for guidance and success measurement through usage statistics and feedback to ensure effective team workflow adoption.
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 onboarding 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, avoiding the forgetting curve problem of traditional training
- 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 essential workflow management skills from initial account setup to advanced automation capabilities with a recommended sequential learning path covering organization creation navigation template building and process launching.
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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