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.
Completed!