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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?
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