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Adoption

How can I get support and help my team adopt Tallyfy?

This comprehensive section covers how to get help from Tallyfy and offers proven strategies to drive successful workflow adoption across your organization.

Five essential strategies for workflow adoption

Getting your team to successfully adopt Tallyfy requires thoughtful planning and execution. These battle-tested strategies help organizations achieve high adoption rates:

1. Involve people early and create ownership

Talk to the people who’ll actually use the processes day-to-day as you set them up. When team members participate in designing workflows, they develop a sense of ownership that naturally drives adoption. This approach transforms potential skeptics into champions.

2. Select your initial processes strategically

Start with processes that:

  • Solve immediate, visible pain points
  • Save significant time within the first week
  • Affect multiple departments (to create cross-functional wins)
  • Are currently causing the most frustration or errors

Avoid starting with complex, rarely-used processes - quick wins build momentum.

3. Leadership must lead by example

Managers and executives need to actively use Tallyfy themselves - not just mandate it. When leaders visibly complete tasks, comment on processes, and reference Tallyfy in meetings, it signals that this isn’t just another tool that will be abandoned.

4. Enable authentic peer sharing

Encourage team members to share genuine experiences about how Tallyfy helps them. These organic testimonials carry more weight than any top-down communication. Create channels for users to:

  • Share time-saving discoveries
  • Celebrate process improvements
  • Help colleagues with tips and tricks

5. Plan your pilot and rollout systematically

Don’t just launch Tallyfy - architect a phased approach:

  • Pilot phase: Start with one enthusiastic team or department
  • Expansion phase: Roll out to adjacent teams who interact with the pilot group
  • Organization-wide phase: Scale based on proven success patterns
  • Optimization phase: Continuously refine based on usage data and feedback

How can I automatically onboard new team members?

A great way to help new hires learn Tallyfy and company processes is to automatically launch an onboarding template for them when they join. This approach works because it gives real-time guidance instead of relying on memory, which fails due to the forgetting curve.

  • How: In Settings > Organization > Customization, choose a template under Auto-Launch Template for New Members
  • Benefit: Every new member is automatically assigned tasks that guide them through learning Tallyfy and key company procedures

Read more at Auto-launch templates for new members.

How can I use universal snippets for guidance?

Snippets are reusable text blocks. You can set up special “Universal Snippets” in Settings > Organization > Personalization to show messages in specific places:

  1. Guest View Snippets: Show custom messages to external guests when they view tasks
  2. Member Homepage Snippets: Display permanent messages on all members’ Tallyfy homepages (excellent for announcements or important links)
  3. New Member Onboarding Snippets: Show a one-time welcome message only to new members when they first log in
  4. Light Role Template Editing Snippets: Show a message if a Light role user tries to edit a template (which they can’t), explaining why

Using these strategic snippets helps guide users through their Tallyfy experience effectively.

How can I measure workflow adoption success?

Track these concrete indicators to measure adoption:

Quantitative metrics:

  • Active user percentage (target: 80%+ logging in weekly)
  • Process completion rates and times
  • Number of processes created by different team members
  • Reduction in process-related emails and meetings

Qualitative signals:

  • Team members proactively suggesting processes to digitize
  • Decreased questions about “how to do X”
  • Positive mentions in team meetings
  • Requests for advanced features (shows engagement)

Early warning signs of low adoption:

  • Same few people creating all processes
  • Processes started but not completed
  • Reverting to old methods despite having Tallyfy processes
  • No organic discussion about the tool

What makes Tallyfy easier to adopt than other tools?

Tallyfy’s adoption advantages stem from its design philosophy:

  • 2-minute learning curve: Most users understand the basics immediately
  • No technical knowledge required: Anyone can create and modify processes
  • Mobile-first design: Works seamlessly on any device
  • AI assistance: Generate process templates in seconds
  • Legendary support: Real humans help with adoption challenges
  • No complex setup: Start getting value from day one

Pro > Getting started

Tallyfy tutorials provide step-by-step guidance to create templates launch automated workflows and master essential features within 15-30 minutes helping teams transform their business processes from setup to implementation.

Org Settings > Auto-launch templates

Tallyfy automatically launches designated onboarding templates for new members when they join an organization providing structured consistent training experiences that reduce administrative work increase platform adoption and ensure standardized knowledge transfer through self-guided processes.

Introduction

Tallyfy transforms business processes into self-driving workflows without coding using AI to create templates that automatically assign tasks track progress and delegate work to people or automation while solving workflow inefficiencies that waste 20-40% of work time.
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