Templates & Steps
Map out your repeated processes
- TASK > How can I make form values, images, photos, and files appear in other tasks?
- PROCESS > How can I add and find process notes?
- GUEST > What is a guest?
- TEMPLATE > What are the different types of templates available in Tallyfy?
- ORGANIZATION > How do I sort and favorite templates?
- TOOLS > How do I access template activity logs?
- USERS > How do I collaborate in real-time on templates via co-editing?
- TOOLS > How do I create multiple, reusable snippets?
- FORM > What types of form fields can I create?
- CSV > How can I export a CSV of a process?
- FORM > How can I create a table form field and reference it in other tasks?
- FILE > How do I upload a file to a task?
- ACCESS > How do I import a template?
- TOOLS > How can I use a template as a snippet?
- EXAMPLES > What sample templates does Tallyfy provide?
- TASK > How do I set an expiry step in a procedure?
- TASKS > How do I create and send an email - as a task?
- TOOLS > How do comments and @mentionting work?
- Template > How do I add another step to a template?
- ORGANIZATION > How can I organize templates into folders?