Understanding the Interface

The Tallyfy Interface

When you log into Tallyfy, you will see a clean, organized interface designed to help you find what you need quickly.

Left Sidebar

The left sidebar is your main navigation hub:

  • Home - Your dashboard with recent activity
  • Tasks - All tasks assigned to you
  • Tracker - Monitor all running processes at a glance
  • Templates - Process templates you can use
  • Organization - Settings and team management

Top Bar

The top bar provides:

  • Search - Find anything quickly
  • Notifications - Stay updated on important changes
  • Profile - Your account settings

Key Screens

Dashboard: Shows tasks due today, recent processes, quick actions, and activity feed.

Tasks View: Displays your assigned tasks organized by due date with filters and quick completion.

Tracker View: Shows all running processes at a glance with status indicators and filters.

Templates View: Contains available templates with options to create new ones.

Keyboard Shortcuts: Press Ctrl + Option + T (Mac) or Ctrl + Alt + T (Windows) to create a task, and Ctrl + Option + P (Mac) or Ctrl + Alt + P (Windows) to launch a process.
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