Templates
Templates are the core of Tallyfy, they allow you to automate and streamline your processes in a smooth and easy fashion!.
You can learn more about them following the links bellow:
- Automations
- Edit a template
- Snippets
- Variables
- Organize templates into folders
- Publish a template
- Insert media
- Configurate your template
- Sample Templates
- Print, Download, and Export Tallyfy Templates
- Convert BPMN patterns into Tallyfy templates
- Duplicate a template
- Tags
- Powertools
- Track activity
- Import a template
Related articles
Templates > Sample Templates
Tallyfy offers a variety of sample templates in their Public Library to help users get started with building their Template Library, including templates for marketing, HR, product, admin, finance, sales, IT, and onboarding processes.
Pro > Documenting
Tallyfy provides comprehensive documentation options for recurring processes, including procedures, documents, and forms.
Templates > Publish a template
A Tallyfy template can be made publicly accessible to anyone, even non-Tallyfy users, by adjusting the template’s permissions settings.
Templates > Import a template
Tallyfy is working on a feature to import existing documents to create templates more easily, and templates can be imported and exported using their API.