Templates & Steps
Map out your repeated processes
- FORM > What types of form fields can I create?
- GUEST > What is a guest?
- ORGANIZATION > How can I delete a tag?
- ORGANIZATION > How can I organize templates into folders?
- ORGANIZATION > How do I archive and unarchive a template?
- ORGANIZATION > How do I archive or delete objects in Tallyfy?
- ORGANIZATION > How do I delete a template?
- ORGANIZATION > How do I sort and favorite templates?
- ORGANIZATION > What are tags used for?
- ORGANIZATION > What is the library?
- PROCEDURE > What is a Procedure?
- PROCESS > How can I add and find process notes?
- PROCESS > How can I add tasks to an active process?
- PROCESS > How can I edit a process before it is launched?
- PROCESS > How do I create a client approval (looping) process?
- PROCESS > What is a 'process starter'?
- PROCESS > Will an existing process show newly added steps in the template?
- TASK > Can I design my template (or process) to run tasks in parallel and sequentially?
- TASK > How can I embed webpages and videos in a task?
- TASK > How can I make form values, images, photos, and files appear in other tasks?