Skip to content

Create your first template

Tutorial: Create a template

Let’s start simple by learning how to create a template using the side bar.

  1. First, click on the “Create” button at the top of the left side bar.
Image
  1. Next, on menu, click on Create Template
Image
  1. You’ll can either create a template from scratch or by using Tallyfy AI. Opting for the From scratch choice requires you to manually specify each step. On the other hand, choosing Tallyfy AI will automatically generate a generic template for the process you need. Let’s imagine we go with the ‘Tallyfy AI option and customize the details afterwards. Let’s create a ‘Client Onboarding’ process for an accounting company. Change things to suit your needs!
Image

Note that you also create a template by uploading a document, such as a PDF.

  1. You will see a set of automatically generated steps, allowing you to delete any unnecessary steps or modify them later in the template editor. Once you’re satisfied with the result, click on Continue to create your template.
Image
  1. That’s it! You have created your first template. You’ll get redirected to the template editor - where you can edit any step you like, add new ones, and even launch your first process
Image

If you’re looking for more details about what else you can make with templates on this article.

Templates > Create a template

Users can build workflow templates in Tallyfy through three methods: starting from scratch with a blank canvas choosing Tallyfy AI assistance or uploading an existing SOP document for automated conversion.

Tutorials > Launch a process

Process launching involves naming, configuring kick-off forms, assigning tasks, setting deadlines, and tracking progress through the Tracker view after selecting the Launch button from the Templates section.

Documenting > Templates

Tallyfy templates serve as reusable master blueprints for standardized processes that can be launched multiple times to ensure consistent and high-quality execution of procedures across an organization.

Templates > Sample Templates

Tallyfy offers a comprehensive set of ready-to-use templates organized in various folders including Marketing HR Product General/Admin Finance Sales IT/Support and Onboarding to help users quickly set up their workflow processes.
Get in touch
About Tallyfy