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1-Click Templates

Tactyc has pre-defined templates you can use immediately.

Accessing Templates#

To see all templates available, just login and go to your Home Page

There you should see a list of templates available to everyone, including any templates that belong to your organization

Templates

You can expand any section to see the templates in pertaining to that section

Templates Expanded

Using a Template#

You can view the template by selecting View, or you can customize the template by selecting Start. This will take you to the Data Page where you can customize the template with your data.

Tactyc also offers a service where we'll create custom templates for your organization or convert your existing Excel models into templates. Contact Sales for more information.