How to document your process
For any recurring process - the very first step is to document that process. Tallyfy covers the full spectrum of types and modes of documentation. All of these master recipes are called templates.
There’s three kinds of templates:
- Procedures - Which suit step-by-step processes
- Documents - Which suit document templates where you fill-in-the-blanks to produce a customized version of the document
- Forms - Which suit scenarios where you just submit a form and you’re done. We call this “Submit and Done”. At present - Forms are not available as we are re-engineering how they work.
Learn everything about documenting processes using Tallyfy:
Related articles
Essentials > Templates
Tallyfy’s templates streamline processes and provide sample templates, editing capabilities, public sharing options, and import/export functionality to help users automate their workflows efficiently.
Templates > Tags
Tags in Tallyfy allow users to better organize and filter templates and processes for improved workflow management.
Essentials > Documents
Tallyfy’s document templates allow for easy customization and consistency, eliminating the need to manually edit formatting or download files.
Templates > Create a template
Templates are the customizable and reusable workflows used to automate business processes in Tallyfy.