TOOLS > What is the Power Builder?
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Did you join Tallyfy recently? Do you have documents and spreadsheets detailing all your processes?
If you answered yes, then you're in luck! With the Power Builder tool, you can quickly convert these files into modern templates. Create a new template by listing out the steps you already have. Add steps to another by noting the steps you want.
How to Use the Power Builder
- 1
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+Create a new template procedure or open your desired template. Click on
Power Builder in the upper right-hand corner.
- 2
- Type or paste in your steps. Remember, every step must be separated by a line break!
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Click
Build Steps:
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- 3
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The steps will be added to the new template, or at the end of a template with existing steps.
- 4
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Edit the
Detail, Form, Assign, Deadline, Rule, and Advanced features to make your template even better.