Skip to content
Tallyfy

Create a table of contents

Full-seat members

How automatic table of contents work in Tallyfy

Section titled “How automatic table of contents work in Tallyfy”

Tallyfy builds a table of contents from your headings automatically. Add headings, and the navigation appears - no manual linking or page numbers. Your documents and procedure templates1 become instantly navigable.

What you need

Section titled “What you need”
  • A document or procedure template open for editing
  • Text you want to organize with headings

How Tallyfy’s table of contents differs from Word

Section titled “How Tallyfy’s table of contents differs from Word”

Word’s table of contents needs manual refreshing, page numbers break, and formatting fights you. Tallyfy works differently:

  • Instant creation - add a heading and it appears in navigation immediately
  • Live updates - change a heading and the table of contents updates in real-time
  • Screen-optimized2 - built for clicking and navigating, not printing
  • Zero maintenance - you’ll never manually update navigation again

Creating a table of contents in documents

Section titled “Creating a table of contents in documents”

  1. Highlight the text you want as a main section heading.

  2. Click the formatting menu in your toolbar (it may show Normal text or heading styles).

  3. Choose H1 to make it a main heading. H1 heading format in template editor toolbar

  4. For sub-headings, highlight text in that subsection.

  5. Pick H2 (sits under H1) or H3 (sits under H2) from the menu. H2 heading formatting applied in template editor

Your headings instantly appear in the table of contents panel as clickable links.

Tips for using headings well

Section titled “Tips for using headings well”
  • H1 is for main sections only - think chapter titles
  • H2 goes inside H1 sections - your subchapters
  • H3 goes inside H2 sections (if you really need that level)
  • Don’t skip levels - no jumping from H1 to H3
  • Keep headings short. Really short.

Table of contents in procedure templates

Section titled “Table of contents in procedure templates”

Procedure templates work a bit differently. You’ll still get automatic navigation, but you access it through preview mode:

  1. Open your procedure template.
  2. Click Preview to see the user view.
  3. Look for the table of contents icon in the top right (looks like stacked lines). Template document with table of contents icon highlighted
  4. Click any heading to jump directly to that section. Sales proposal template with navigation sidebar

Why automatic table of contents matter

Section titled “Why automatic table of contents matter”

An automatic table of contents gives readers:

  • A clear view of your document’s structure in seconds
  • One-click jumps to any section - no scrolling marathons
  • A reason to organize content logically (this makes your docs better, too)
  • Equal ease of navigation whether a document is 5 or 50 pages
Section titled “Related articles”

Introduction

Tallyfy turns business processes into self-running workflows in minutes. Create templates with…

Pro > Essentials

Tallyfy offers three template types. Procedure Templates for tracked workflows with automation…

Pro > Lists

Tallyfy Lists are reusable data tables you define once and reference across all templates and…

Footnotes

Section titled “Footnotes”

  1. Reusable process workflows that become active ‘runs’ when launched with assigned tasks ↩

  2. Navigation anchors use HTML IDs instead of page numbers for instant browser-based jumping ↩

Get in touch
About Tallyfy