Templates & Steps
Map out your repeated processes
- FORM > What is a Form?
- ACCOUNT > Where can I find the organization ID, template ID, and process ID?
- TOOLS > How do I change template icons?
- ORGANIZATION > How do I delete a template?
- TEMPLATE > Where can I add a template description?
- PROCEDURE > What is a Procedure?
- TOOLS > How do I add and edit images in templates?
- ORGANIZATION > How can I delete a tag?
- TASK > How do I embed a GIF in a task?
- FORM > How can I create a table form field and reference it in other tasks?
- FORM > In form fields - how does the field alias and field ID change between a template and a process?
- TOOLS > How can I use a template as a snippet?
- ACCESS > How can I read, download or print a process?
- TEMPLATE > How can I auto-name a process?
- ACCESS > How do I share a Tallyfy template?