Templates & Steps
Map out your repeated processes
- TOOLS > How do I use keyboard shortcuts in Tallyfy?
- TRIGGER > COMPLETE-TASK-TO-LAUNCH > How can I automatically launch another process after a task is completed in Tallyfy?
- PROCESS > How can I edit a process before it is launched?
- TOOLS > How do I create multiple, reusable snippets?
- ORGANIZATION > How can I organize templates into folders?
- TASK > What is a 'task'?
- TRACKER > What does +Create do?
- TOOLS > What are Power Tools in the template editor?
- ACCESS > How do I see example templates created by everyone on the Public Library?
- ACCESS > How do I make my template accessible to anyone outside of my organization?
- TASK > How do I set an expiry step in a procedure?
- USERS > How do I collaborate in real-time on templates via co-editing?
- PROCESS > How can I add tasks to an active process?
- TOOLS > How do I search for templates, processes and tasks?
- TOOLS > How do comments and @mentionting work?
- ORGANIZATION > How do I sort and favorite templates?
- TEMPLATE > What are the different types of templates available in Tallyfy?
- USERS > How do I set up an internal approval process?
- TOOLS > How do I access template activity logs?
- TOOLS > How can I create a table of contents