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Use snippets

Full-seat members

Creating and using snippets

Section titled “Creating and using snippets”

Snippets are reusable text blocks you create once and insert anywhere - template steps, task descriptions, comments, and documents. Open the References panel in any rich text editor and select the snippet you want.

Think compliance disclaimers, contact info, or standard instructions. Write it once, reuse it everywhere.

Who can create and manage snippets?

Section titled “Who can create and manage snippets?”
  • Admin members can create, edit, and delete snippets for the whole organization
  • All other members can insert existing snippets wherever they’re editing rich text

Creating snippets (Admin only)

Section titled “Creating snippets (Admin only)”
  1. Go to Settings > Organization > Snippets.
  2. Click Create Snippet.
  3. Enter a clear, descriptive Title.
  4. Type or paste content into the rich text editor.
  5. Use the formatting toolbar (bold, italic, lists, links, images, tables, etc.) as needed.
  6. Click Save Changes.
Snippets list with Create Snippet button highlighted (52 chars)

Managing existing snippets (Admin only)

Section titled “Managing existing snippets (Admin only)”

On the Snippets settings page, you can:

  • View all snippets in a searchable, sortable table
  • Edit any snippet - changes appear when content is next viewed1
  • Delete outdated snippets
  • Control whether a snippet is visible in public templates via the Visible in Public Templates checkbox

Inserting snippets into text

Section titled “Inserting snippets into text”
  1. Click where you want the snippet text to appear in the editor.
  2. Open the References panel below the editor.
  3. Expand the Snippets section.
  4. Click the snippet you want. It’s inserted as a named reference block.
Excel icon in text editor toolbar for inserting snippets (56 chars)

Where can I use snippets?

Section titled “Where can I use snippets?”

Anywhere you see Tallyfy’s rich text editor:

  • Template descriptions and step descriptions
  • Guidance text for form fields
  • Launch instructions shown before starting a process
  • Task comments
  • Document template content

Embedding template references

Section titled “Embedding template references”

You can also link to entire templates from the same References panel. Useful when your workflow mentions another process - embed a reference instead of copying content.

  1. Click where you want the template reference.
  2. Open the References panel.
  3. Expand the Templates section.
  4. Select the template you want to link to.

Tips for snippets

Section titled “Tips for snippets”

Name them descriptively. “Legal disclaimer for contracts” beats “Legal text 1.”

Keep them focused. A three-paragraph warranty disclaimer works. An entire employee handbook doesn’t.

Single source of truth. If a support phone number appears in 12 processes, make it a snippet. Update once.

Review periodically. Check quarterly that they’re still current and relevant.

Section titled “Related articles”

Templates > Snippets

Snippets in Tallyfy are reusable rich-text blocks that admins create once and any member can…

Documenting > Templates

Tallyfy templates are reusable blueprints you create once and launch repeatedly. They assign…

Footnotes

Section titled “Footnotes”

  1. Snippet content is fetched fresh when viewed, so edits propagate on next view. Running processes retain the content from when they were launched. ↩

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