Successful Tallyfy adoption requires involving team members early in process design selecting strategic initial processes ensuring leadership actively uses the platform enabling peer sharing implementing phased rollouts using automated onboarding templates and universal snippets while tracking both quantitative metrics like user activity and qualitative signals like proactive process suggestions.
Auto-launch templates
Tallyfy enables organizations to automatically launch specific templates for new members when they join your organization. This feature provides new members with a structured, consistent onboarding experience.
Before setting up this feature, ensure you have:
- Administrator access to your Tallyfy organization
- An existing template specifically designed for new member onboarding
- The template must be available to all members (not restricted to certain roles or specific members in its settings)
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Navigate to Settings.
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Click the Organization tab.
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Select Customization.
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Locate the Launch template for new members? setting.
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Use the dropdown menu to select the specific template you want to auto-launch.
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Click Save Changes at the bottom of the page to confirm your selection.
Once configured, when a new member accepts their invitation and activates their account:
- The chosen template automatically launches as a process specifically assigned to that new member
- They receive immediate email notifications about their first assigned tasks
- The process appears prominently in their Tasks view, providing clear guidance through the onboarding steps
- The process follows all standard tracking and completion rules established in your organization
Using this feature provides several benefits:
- Structured onboarding: Ensures every new member receives exactly the same initial process experience
- Self-guided training: Allows new members to complete training tasks at their own optimal pace
- Reduced administrative work: Eliminates the need to manually launch onboarding processes for each new member
- Increased platform adoption: Gets members actively using the platform immediately upon joining
- Standardized knowledge transfer: Provides identical key information to all new members consistently, avoiding the forgetting curve problem of traditional training
- Measurable completion tracking: Easily monitor and track onboarding progress across all new members
Consider including these elements in your auto-launch template:
- Welcome message and company information
- Platform tutorial steps (with links to relevant help articles)
- Introductions to key team members and stakeholders
- Required training materials or compliance documents
- A final step to collect valuable feedback about the onboarding experience
- The template launches immediately when the new member activates their account
- You can only configure one template to auto-launch for new members at a time
- The name of the launched process will follow your organization’s default process naming conventions
- Administrators can monitor completion progress using the Tracker view
This feature integrates seamlessly with other tools like welcome snippets to create a complete onboarding experience.
Org Settings > Customize your organization
Organization settings in Tallyfy allow administrators to customize member permissions domain configurations content creation task management onboarding schedules notifications and webhooks to control how the platform operates across the entire organization.
Tallyfy provides structured tutorials that guide users from initial workspace setup through template creation and process automation in under 30 minutes while offering industry-specific examples and adoption strategies for teams.
Tallyfy allows organizations to create custom onboarding snippets through Settings > Organization > Personalization where you can configure either one-time welcome messages that appear only when new members first log in or persistent homepage messages that always display to all members by first creating the snippet content and then assigning it to the appropriate display option.
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