Templates & Steps
Map out your repeated processes
- TASK > How do I create sub-tasks?
- TASK > How do I embed a GIF in a task?
- TASK > How do I set an expiry step in a procedure?
- TASK > What is a 'task'?
- TASKS > How do I create and send an email - as a task?
- TASKS > How do I set up an approval step in a procedure?
- TEMPLATE > How can I auto-name a process?
- Template > How do I add another step to a template?
- TEMPLATE > How do I move a step in a template?
- TEMPLATE > What are the different types of templates available in Tallyfy?
- TEMPLATE > What can I do in a procedure?
- TEMPLATE > What is a template?
- TEMPLATE > What is the 'Advanced' tab?
- TEMPLATE > Where can I add a template description?
- TOOLS > How can I create a table of contents
- TOOLS > How can I use a template as a snippet?
- TOOLS > How do comments and @mentionting work?
- TOOLS > How do I access template activity logs?
- TOOLS > How do I add and edit images in templates?
- TOOLS > How do I change template icons?