Templates & Steps
Map out your repeated processes
- TEMPLATE > What is a template?
- GUEST > What is a guest?
- PROCESS > How can I add and find process notes?
- FORM > What is a kick-off form?
- TEMPLATE > What can I do in a procedure?
- TOOLS > What can I add in comments?
- FORM > What types of form fields can I create?
- USERS > How can I allow only the assigned user to complete a task?
- USERS > How can I make sure a user completes a form?
- ACCESS > How can I read, download, or print a template?
- EXAMPLES > What sample templates does Tallyfy provide?
- ORGANIZATION > What is the library?
- TRACKER > What does 'Advanced Settings' do in the template editor?
- ORGANIZATION > What are tags used for?
- ACCESS > How can I create a template copy?
- ACCESS > How do I import a template?
- CSV > How can I export a CSV of a process?
- DOCUMENT > What is a Document? How do I create a document?
- TASKS > How do I set up an approval step in a procedure?
- DEADLINE > What deadlines can I set in a template and process?