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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?
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