Product Updates

Lots of amazing cumulative updates in this release!

• Blueprints are now called templates
• Tracker cards look much better and significantly different
• Polish has been applied to automations within templates – and you can now do much more with automations
• Lots (we mean hundreds) of little enhancements here, there and everywhere!

Yes – we know it’s been crazy long since our last update. That’s because we were in a closed development period. We were going absolutely nuts with improvement. So busy – that updates on our features were only privately communicated with our largest customers. What we did during this closed development period was nothing short of incredible. We delivered a massive number of visible and invisible improvements. From this points – we will resume publishing product updates. Some (just a tiny sample) of what we delivered during our closed development period is shown below.

• We perfected the world’s first application of AI to help you create an entire procedure from scratch. That includes the swim lanes of who actually does every task as well as deadlines and how the task is done. It’s spectacular! Try Tallyfy AI in-app!
• We change our entire user interface for the Tasks and Tracker to operate via a concept of narrowing filters. As the number of very large customers who use Tallyfy grows the ability to scale and filter down on processes and tasks is crucial.
• We entirely overhauled branding and the fonts across the user interface.
• We added groups as well as job titles when it comes to assigning people. In larger settings, you don’t generally assign individual people, but instead you assign job titles to every specific step in your blueprint.
• We introduced the ability to create a document template so that you can simply fill out the blanks and create a specific copy of that document.
• We introduced the world’s first feature in this category of software to take any content written in any language in automatically translated in real time to more than 96 languages. The quality of translation is better-than-human according to statistical benchmarks. The needs around this came from our very large customers who have to deal with content in lots of countries. Sometimes it’s a legal requirement to have localized content available as well.
• We added the ability to integrate Google Analytics and Mixpanel to track engagement data like who is reading your processes, as well as track engagement events that are generated within the system.
• We overhauled the entire launch process wizard so that it looks more like a checkout experience and simplifies the entire process of launching.
• You can link one off or ad-hoc tasks into any process so you’re not stuck with the original process as it was written.
• Permissions were deepened and strengthened with the ability to have granular permissions for every single blueprint within the system.
• We introduced task types for the first time. These types range from normal task through to an approval and all the way through to an email in draft or in a form which is automatically sent on the deadline date. We also invented a completely new type of task called an expiring task – which essentially completes itself on the deadline date. This is great for tasks which are not super important and so they don’t need to clog up your list of things to do.
• We can automatically compute the deadline of a task to work around your standard working week. This means that deadlines don’t fall on days that the entire company doesn’t work.
• We strengthened and deepened many of our compliance and security postures and systems. During the period we became SOC2 compliant.
• Our entire client infrastructure is now hosted within 50 milliseconds of most of the planet. This means that the user interface works incredibly fast and should be much more of a delight to use.
• The settings section was significantly altered with a separation of individual settings and preferences and organization settings and preferences.
• The ability to edit task attributes with just a single click is now beginning to be rolled out throughout the entire app.
• For customer workflows, our guest views are significantly better with the ability for a guest to also sub delegate a task to someone else at their end.
• We introduced snippets – which are reusable pieces of content that can be plugged in anywhere you like such that changing the master snippet makes it go live across everywhere it’s referenced. This is amazing for repeatable content that you just want to update in one place.
• Creating any blueprint has now moved into one spot which also includes the ability to quickly switch to Tallyfy AI to create your blueprint.
• When you create any content throughout the app, whether it’s a document or the description of a task, we now have the ability to enter branded global CSS. As soon as somebody types content in it automatically styles everything to look exactly like you want it to look for your brand. In other words, there’s no need to manually format content anymore with global CSS – everything is automatically beautiful the moment it’s typed in.
• We perfected the ability to stream all our data in real time to any BI system of your choice. Most people use Tableau and Power BI.
• We now offer single sign-on completely for free to all organizations. Security should not be optional.
• After a long period of diligence and checks we were officially certified as BIMI compliant. This means we have the highest standards of email security as well as visual branding on most email clients.
• We became HSTS compliant and maintained that properly. This means that Tallyfy is super secure and is also immune to most of the common ‘man in the middle’ attacks which non-compliant apps are easily exploited with.
• We also added and changed thousands and thousands and thousands of small things and those improvements are simply too many to list here. We are practicing what we preach when it comes to continuous improvement in every tiny form it takes.

Our entirely new product launched to the public 🙂