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Create your first template

Template Creation Process

This tutorial demonstrates how to create a template using the sidebar navigation.

Step-by-Step Instructions

  1. Click on the Create button at the top of the left sidebar.
Creating a new template by clicking the Create button
  1. Select Create Template from the menu.
Selecting Create Template option from the menu
  1. Choose your preferred template creation method:
    • From scratch: Manually specify each step
    • Tallyfy AI: Automatically generate a template based on your requirements
    For this example, select Tallyfy AI to create a ‘Client Onboarding’ process for an accounting company. Tallyfy’s client onboarding software ↗ helps you standardize and automate the entire onboarding process for new clients.
Creating a client onboarding template using Tallyfy AI

Alternative Creation Methods

Tallyfy also supports template creation by uploading existing documents or flowcharts:

  1. Select From SOP document option when creating a template
  2. Upload your document or flowchart file
  3. Choose your preferred output format:
    • Document: Creates a cleaned-up version of your upload with formatting simplified and sections reorganized
    • Procedure: Converts your upload into a step-by-step workflow process
  4. Review and adjust the generated template as needed

Finalizing the Template

  1. Review the automatically generated steps. You can delete unnecessary steps or modify them later in the template editor. When satisfied with the result, click Continue to create your template.
Reviewing and continuing with the template created by Tallyfy AI
  1. Your template is now created. You will be redirected to the template editor where you can edit steps, add new ones, and launch your first process.
Template editor showing the newly created template

For more details about template capabilities, refer to the Templates article.

Templates > Create a template

Tallyfy enables template creation through three methods: building from scratch manually entering steps using AI assistance to generate structure or uploading existing documents which get automatically converted into digital workflow templates.

Tutorials > Launch a process

A straightforward process launch involves selecting a template naming the workflow filling kick-off forms assigning tasks setting deadlines and initiating notifications for all participants to begin their assigned work.

Templates > Publish a template

Users with administrator permissions can make their workflow templates publicly accessible through a URL link while maintaining security of sensitive data and task details.

Templates > Sample Templates

A comprehensive template library system offers pre-built industry workflows that can be accessed imported and customized across multiple business categories while following organizational best practices to streamline process implementation.
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