Essentials

Turning static docs into live workflows

Tallyfy replaces static documents with live workflows through three template types. Instead of docs that gather dust, process documentation ↗ becomes repeatable, trackable work.

You get real-time tracking, performance data, and continuous improvement built in.

Template types

1. Procedure Templates - Step-by-step workflows, SOPs, and standard procedures.

   • Best for processes with dependent steps - employee onboarding, purchase approvals, compliance procedures.
   • Automation rules skip or add steps based on form answers¹.
   • Assign tasks to specific members or teams.
   • Track progress from start to finish.

2. Document Templates - Policy documents, reference materials, and company procedures.

   • Consistent formatting with flexible content - social media policies, client guidelines, team protocols, compliance documents.
   • Add form fields so team members fill in specific details while the document structure stays intact.
   • Lock sections that shouldn’t change² - keeps you compliant and on-brand.
   • Everything’s online. No downloads needed.

3. Form Templates - Structured data collection (currently being updated - unavailable)

   • Gather business info in one go, without multi-step processes.
   • Mix question types and form fields for exactly what you need.
   • Export collected data or send it to other systems.

Which template type to pick

Procedure Templates - when you need to:

• Track multi-step processes where order matters
• Assign different steps to different people or teams
• Enforce task completion in sequence (critical for compliance)

Document Templates - when you need to:

• Create reusable documents with consistent formatting
• Let people customize details within a locked structure
• Build templates for contracts, proposals, policies, or standard communications

Form Templates - when you need to:

• Collect structured data, requirements, or feedback in one shot
• Create surveys, questionnaires, or data collection forms
• Trigger automated workflows from submissions

Explore further

Check the sidebar for details on each template type:

• Documents
• Groups
• Guests
• Members
• Templates

Related articles

Documenting > Templates

Tallyfy templates are reusable process blueprints that you create once and launch repeatedly to assign tasks and track progress automatically while solving problems like inconsistent quality and lost knowledge through three types: procedure templates for multi-step workflows with conditional logic and document templates for reference materials and form templates for standalone data collection.

Documenting > Documents

Tallyfy’s document templates let you create locked-down policies and reference materials with editable fill-in-the-blank fields so every team produces consistent branded documents without starting from scratch or dealing with version control nightmares like traditional Word files.

Introduction

Tallyfy is a no-code workflow platform that lets non-technical users turn any business process into a self-driving workflow in minutes by documenting steps as reusable templates and then launching them as trackable processes with automatic task assignments and deadlines and conditional logic and real-time progress visibility for both internal teams and external clients — saving organizations roughly 2 hours per employee per day by eliminating status meetings and follow-up emails and forgotten handoffs.

How To > Effective operations manuals

Tallyfy transforms traditional static operations manuals into dynamic digital workflows where procedures are tracked and executed in real time rather than forgotten in dusty binders.

Footnotes

1. Rules use if-then logic based on kick-off form responses to dynamically modify workflow paths ↩

2. Section locking ensures regulatory compliance by preventing edits to approved legal or policy text ↩

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