Tallyfy’s API lets you retrieve a paginated and filterable list of process templates (called “checklists” in the API) for your organization using a GET request with optional query parameters for searching by title and filtering by status or tags or owner along with code examples in JavaScript and Python and Java and Go and C++ and C#.
Managing templates (blueprints)
Tallyfy process templates define the structure of your repeatable processes. In the UI, they’re called Templates - but the API uses the term Checklists in endpoint paths (e.g., /checklists) and occasionally Blueprints in certain method names.
You can create, retrieve, update, publish, export, and delete templates through the API. Check the individual pages below for request details and code examples.
Templates > Templates vs. processes
Tallyfy uses a single master template as the authoritative blueprint that spawns unlimited customized process instances — each with its own data and timeline — where template updates only affect future launches while running processes remain untouched and a continuous feedback loop drives ongoing improvement.
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.
Tallyfy’s API lets you update an existing template by sending a PUT request with a required title field and optional properties like guidance text and owner and webhook URL and folder assignment and public visibility and auto-naming format and user/group lists where array fields fully replace existing lists rather than appending to them.
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