The new and simple way to run operations

Save two hours a day by eliminating the chaos of email and chat for onboarding, SOPs, approvals and repeatable processes.

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Tallyfy has everything you need to make everyday ops easy, fun and smooth

Procedures

Capture and automate playbooks, SOP’s and policies

REPLACES documents, flowcharts, wikis and PDF’s

Define procedures with others.

A library for all your playbooks.

Add photos and videos.

Embed forms in tasks.

Auto-assign tasks.

Automate deadline dependencies.

Automate decision flow.

Fine-tune tasks.

define

Create ad-hoc tasks as needed.

Track post-submission workflows

Track

Track the status of all your work in one place. See who is doing what, when and how.

track

Process Tracker

A beautiful place to track the real-time status of everything.

Progress bars

See status without a single meeting, email or phone call.

Task lists

See the workload of your coworkers too.

Real-time notifications

Keep up to date with a live-stream of notifications.

Audit trails*

Reliable logs showing exactly who did what, and when.

Share

Tallyfy is specially designed to help you work with people inside and outside your company.

share

Assign coworkers

Assign tasks, forms and approvals to multiple coworkers.

Assign guests

Drop a task or form securely to your clients.

Have a conversation

Focus your chat in the context of actual work to be done.

Prioritize

Everyone knows exactly what’s next and what’s important.

prioritize

Custom process views

Filter and watch the specific processes that matter to you.

Issue reporting

Issues are not just comments. Highlight and resolve issues beautifully.

Deadline status

See what’s on time, due soon or running late to make informed decisions.

Automate

Automate any decision-making process with a beautifully simple yet powerful rules engine.

automate

Conditional branching

Hide and show tasks based on other steps and form fields. Mimic flowcharts.

Deadline rules

Escalate an action when a task is completed on-time or late.

Form rules

Trigger actions that are conditional on information captured in form fields.

Approval workflows

Quickly build YES-NO approval workflows that take different paths based on outcome.

Loop and repeat*

Loop, repeat and clone a task.

Manage

Set, control and customize access and settings according to your needs.

manage

Tags

Search and organize blueprints and processes with tags.

Email reminders

Set how you get notified about tasks and actions in Tallyfy.

Branding

Add your logo on the Tallyfy dashboard. Brand emails (coming soon).

Analytics

Pipe CSV exports and real-time streams to BI tools for process improvement analysis.

Why do thousands of teams trust Tallyfy to document and track their recurring workflows?

Amazingly intuitive

Legendary support

Built for integration

Client-facing experiences

Secure by design

Excited? You won't find this elegance & power in any other system

Everyone must complete

Efficient teamwork requires a simple way to automate accountability. If 4 people are assigned - all 4 need to complete the task. Eliminate the stress of back-and-forth chats and emails to achieve consensus.

This is not another comment

Commenting is great, until you're buried in an ocean of hundreds of random comments - and you have no idea what's actually important and what's noise. Report an issue to segment your chats beautifully.

If this - then that

So many tasks are "Not applicable". Automate decisions to prevent mistakes. Reduce long, irrelevant lists into short, relevant tasks. Use rules to hide and show tasks. Make workflows amazingly clear.

Structured fields

Collecting information via chat, email or documents is a mess - you get a jumbled pile of responses in random formats. Structured form fields in Tallyfy formalize responses and make data usable and organized.

Approve / Reject

Make decisions so easy that it literally takes one click to move on. Save a ton of wasted time and prevent uncertainty and stress at work.

OPEN AND EASY INTEGRATIONS TO YOUR EXISTING SYSTEMS


SOC2-compliant
DPA for GDPR
HSTS-compliant
Single Sign On
API and Middleware
Real-time BI feed

Tallyfy pays for itself – many times over

Busywork per person

1 hour

Employees

100

$ wasted per day

-$4400

Tallyfy blueprints are far better than traditional process documentation and flowcharts. We started by designing our workflows in one place and then moved on to automating them. Now, all our processes are being done much faster and with fewer mistakes!

- Dennis - Head of Operations at a mid-size US company / See more    stories

1000's of people join us every week to make their workflows easy and fun.