TOOLS > How do I search for templates, processes and tasks?

The 'Universal Search' function in Tallyfy allows you to search for templates, processes, tasks, and other related details.

The universal search function can search for the following attributes:

Template name and steps:

  1. Template tags
  2. Template name (title)
  3. Template description
  4. Template step name
  5. Template step descriptions (details tab)

Processes/Process tasks:

  1. Process tags
  2. Process name (title)
  3. Process notes
  4. Process task name
  5. Process task description
  6. Process task comments

One-off tasks:

  1. One-off task name (title)
  2. One-off task comments

You can also view the search results in a new tab/window and share search result link with other members in the organization.

If your templates are in multiple folders, the search bar will also show the file path to where the template is stored, saving you time navigating!

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us