Tallyfy’s template settings let you control general options like duplicating and archiving along with summary details and permissions and export IDs so you can organize and restrict who can view or launch processes from any template.
Tallyfy lets you publish any template publicly by toggling a single setting so anyone with the link can view your process structure and steps without needing a login or account while keeping all actual run data and form responses completely private.
Tallyfy’s API lets you manage process templates through standard CRUD operations but uses the term “Checklists” in endpoint paths and “Blueprints” in some method names instead of “Templates” as shown in the UI.
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.
Footnotes
API term ‘blueprints’ refers to templates in JSON format with all configuration data preserved ↩
JavaScript Object Notation - a structured text format that preserves all template relationships and settings ↩
