Templates & Steps
Map out your repeated processes
- ACCESS > How do I see example templates created by everyone on the Public Library?
- TOOLS > What are Power Tools in the template editor?
- ACCESS > How do I share a Tallyfy template?
- ACCESS > How can I read, download or print a process?
- TOOLS > How can I create a table of contents
- ACCESS > How do I make my template accessible to anyone outside of my organization?
- TRACKER > What does +Create do?
- PROCESS > How do I create a client approval (looping) process?
- TRIGGER > COMPLETE-TASK-TO-LAUNCH > How can I automatically launch another process after a task is completed in Tallyfy?
- TOOLS > How do I use keyboard shortcuts in Tallyfy?
- EXAMPLES > How do I map BPMN patterns into Tallyfy?
- EXAMPLES > What are some use cases for Tallyfy?
- ACCOUNT > Where can I find the organization ID, template ID, and process ID?
- ACCESS > How can I create a template copy?
- FORM > In form fields - how does the field alias and field ID change between a template and a process?
- ORGANIZATION > How do I archive and unarchive a template?
- PROCESS > What is a 'process starter'?
- PROCESS > Will an existing process show newly added steps in the template?
- TOOLS > What is the Power Builder?
- TASK > How can I embed webpages and videos in a task?