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Explain it once

Explain it once: The power of templates

The idea behind Tallyfy templates is simple: “Explain it Once”. You define your standard process just one time in a template. Then, everyone follows that same standard process every time it’s needed. This ensures consistency and saves time explaining things repeatedly.

Tallyfy offers several ways to create templates and features to support them:

  • AI-assisted creation: Get help building templates using Tallyfy AI, especially if starting from scratch.
  • Document conversion: Upload existing Word docs, PDFs, or flowcharts, and Tallyfy AI will attempt to convert them into digital templates.
  • Multilingual support: Translate template content automatically for global teams using the Azure AI integration.
  • Works on any device: Templates and processes automatically adjust to look good and work well on desktops, tablets, and phones.
  • Compliance support: Track who did what and when with audit trails, and control permissions to meet regulations.
  • Continuous improvement: Use built-in comments to collect feedback and easily update templates.
  • Template maintenance: Set reminders or tasks for regularly reviewing and updating templates.
  • Analytics integration: Connect to tools like Google Analytics to track template usage.
  • Conditional logic: Build smart templates using “if-then” rules (Automations) that adapt to different situations.

Documenting > Templates

Templates serve as reusable blueprints that standardize business processes by defining consistent steps structures and rules which can be launched repeatedly to ensure work quality and maintain organizational knowledge.

Templates > Create a template

Tallyfy offers three methods to create workflow templates: starting from scratch building through AI assistance or uploading existing documents while providing customization options to ensure process consistency and efficiency.

Tutorials > Create your first template

A comprehensive walkthrough of creating workflow templates in Tallyfy using AI assistance by clicking create selecting template type entering process details and reviewing AI-generated steps before finalizing in the template editor.

Pro > Essentials

Tallyfy streamlines process documentation through three template types: Procedures for step-by-step workflows Documents for standardized forms and Forms for simple data collection enabling consistent execution across organizations.
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