TOOLS > What are Power Tools in the template editor?

Power Tools in Tallyfy make your life so much easier when it comes to building a template, creating assignments, and setting deadlines.

You can access them from "Config" in the Template Editor.

Power Tools lets you:

1. Build steps quickly

You can  copy paste or type in step titles of your workflow. Once you have you have entered all the steps, click > BUILD

2. Create assignments instantly

- Select the member name from the dropdown menu

- Now click 'Assign' for the steps that need to be assigned to this user

- Once all assignments have been created, click > APPLY 

- Similarly, if you wish to edit the assignments in an existing template and unassign a few members, you can still make use of the Power Tools to make this change quickly.

3. Changing deadlines in bulk

- Template base deadline is always "Process launch"

- Add or subtract deadline by minutes, hours, days, weeks or months

- UPDATE button will remain disabled until changes are made

-Once all deadlines have been set, click > UPDATE

- Similarly, you could edit deadlines in an active process as;

  • specific deadline i.e. show calendar for day and month, time picker for time
  • Process Launch date
  • Today's Date default to 1 hour from now.
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