# Tallyfy Products Documentation > Tallyfy is a workflow management platform that helps non-technical users document, track, and improve business processes through AI-powered templates, automated task management, and real-time progress monitoring. This document contains links to all Tallyfy products documentation, organized hierarchically. For full content, see [/llms-full.txt](https://tallyfy.com/products/llms-full.txt). ---## Answers - [Overview](https://tallyfy.com/products/answers/index.md): Tallyfy Answers combines advanced AI technology with intelligent document understanding to provide instant semantic search that understands meaning beyond just keywords while offering smart document storage hybrid search intelligence content recommendations and batch processing capabilities at a fraction of the cost of traditional search solutions. ### Answers - [Authentication](https://tallyfy.com/products/answers/authentication/index.md): Tallyfy Answers authentication requires an API key in the Authorization Bearer header with centralized identity management through account.tallyfy.com that supports multi-organization switching and follows security best practices for key storage and usage. - [Answers neural search information](https://tallyfy.com/products/answers/pricing/index.md): Tallyfy Answers neural search combines AI semantic understanding with keyword matching to deliver intelligent document search capabilities through natural language queries at lower costs than traditional competitors. - [Collections](https://tallyfy.com/products/answers/collections/index.md): Collections in Tallyfy Answers are organizational structures that group similar objects together like database tables and provide features for searching filtering and managing data with automatic schema detection and complete CRUD operations. - [Search](https://tallyfy.com/products/answers/search/index.md): Tallyfy Answers search combines AI semantic understanding with traditional keyword matching to deliver relevant results through natural language queries and exact term searches with smart filtering and instant results. - [Objects](https://tallyfy.com/products/answers/objects/index.md): Objects in Tallyfy Answers are fundamental JSON-formatted data records that belong to collections and can be indexed retrieved and searched using either custom or auto-generated unique identifiers while supporting flexible schema-less structure and various management operations. - [Tasks](https://tallyfy.com/products/answers/tasks/index.md): Tallyfy Answers uses background task processing to handle long-running operations like batch imports and data processing without blocking API requests while providing monitoring and cancellation capabilities for efficient task management. ### Collections - [Create a collection](https://tallyfy.com/products/answers/collections/create-collection/index.md): To create collections in Tallyfy Answers you must first make a POST request to the /v1/collections endpoint with a unique collection name and optional description before adding any objects to the collection. - [Delete a collection](https://tallyfy.com/products/answers/collections/delete-collection/index.md): The DELETE endpoint permanently removes collections and all their objects from Tallyfy Answers with no recovery option and requires careful consideration of alternatives like data export or backup before execution. - [Get all collections](https://tallyfy.com/products/answers/collections/get-all-collections/index.md): The GET /v1/collections endpoint retrieves a summary of all collections in your Tallyfy Answers account sorted by creation date with optional pagination parameters for limit and offset. - [Get a collection](https://tallyfy.com/products/answers/collections/get-collection/index.md): The Tallyfy Answers API provides a GET endpoint to retrieve detailed information about specific collections including metadata schema information and object counts using the collection's unique name. - [Update a collection](https://tallyfy.com/products/answers/collections/update-collection/index.md): The PATCH endpoint allows modifying existing collection properties like descriptions in Tallyfy Answers while maintaining limitations such as unchangeable collection names and automatic schema detection. ### Search - [Find similar objects](https://tallyfy.com/products/answers/search/find-similar-objects/index.md): Tallyfy Answers provides a recommendation endpoint that uses vector embeddings and semantic similarity to find objects related to a specified reference object by comparing vector distances and ranking results by similarity scores. ### Objects - [Index multiple objects](https://tallyfy.com/products/answers/objects/index-multiple-objects/index.md): The batch import endpoint enables efficient indexing of multiple objects into Tallyfy Answers collections through a single API call that processes JSON arrays and provides comprehensive error handling for large-scale data operations. - [Delete an object](https://tallyfy.com/products/answers/objects/delete-object/index.md): The DELETE endpoint permanently removes specific objects from Tallyfy Answers collections using unique identifiers and returns confirmation upon successful deletion with no recovery option available. - [Get an object](https://tallyfy.com/products/answers/objects/get-object/index.md): The Tallyfy Answers API endpoint retrieves complete individual object data from collections using unique identifiers through a GET request that returns full object properties including system-generated timestamps. - [Index a single object](https://tallyfy.com/products/answers/objects/index-single-object/index.md): The Tallyfy Answers API endpoint enables adding single objects to collections in real-time through POST requests with JSON data ideal for individual record creation and testing while bulk operations should use the import endpoint for better performance. --- ## Denizen - [Overview](https://tallyfy.com/products/denizen/index.md): Tallyfy Denizen is a free API service that automatically detects user location via IP address to deliver location-specific royalty-free photos which has proven to increase conversions by 42% and trial engagement by 31% when implemented on registration pages. ### Denizen - [Endpoints](https://tallyfy.com/products/denizen/endpoints/index.md): Tallyfy Denizen API provides location-based image delivery through a single GET endpoint that automatically detects user location via IP address and returns either localized images for detected regions or default images when location cannot be determined. --- ## Manufactory - [Overview](https://tallyfy.com/products/manufactory/index.md): Tallyfy Manufactory is an API-based events lifecycle engine that provides scalable infrastructure for collecting querying and triggering events from authenticated users while allowing organizations to maintain control over their analytics and visualizations as a cost-effective alternative to premium event platforms. ### Manufactory - [Authentication](https://tallyfy.com/products/manufactory/auth/index.md): Tallyfy Manufactory uses a centralized identity management system for general access while implementing customer-specific secure authentication methods that are configured through direct consultation to ensure maximum security and prevent unauthorized access to manufacturing data. - [Data types](https://tallyfy.com/products/manufactory/data-types/index.md): Tallyfy Manufactory supports six data types including TEXT for unlimited character data INTEGER for whole numbers DATE TIME and TIMESTAMP for temporal values with specific formatting requirements and JSON for complex structured information with validation enforced on all incoming data. - [Naming conventions](https://tallyfy.com/products/manufactory/naming_conventions/index.md): Database column naming in PostgreSQL JSONB fields requires lowercase letters and underscores only with names that cannot start with numbers. - [Manufactory information](https://tallyfy.com/products/manufactory/pricing/index.md): Tallyfy Manufactory provides customized implementations based on data volume storage duration API call frequency and integration options with consultation available through their contact page or sales team. - [Use cases and Pro integration](https://tallyfy.com/products/manufactory/use-cases/index.md): Tallyfy Manufactory enhances workflow management by integrating event lifecycle capabilities that enable automated workflow triggering real-time monitoring dynamic task assignments and predictive analytics through seamless integration with Tallyfy Pro. - [Actors](https://tallyfy.com/products/manufactory/actors/index.md): Designing actor schemas in Tallyfy Manufactory requires careful planning of user properties to ensure successful project implementation. - [Introduction to observability best practices](https://tallyfy.com/products/manufactory/best-practices/index.md): This comprehensive guide explains how observability practices enable deep understanding of event-driven systems through Tallyfy Manufactory by providing structured approaches to monitoring troubleshooting and analyzing system behavior using rich event data. - [Collector](https://tallyfy.com/products/manufactory/collector/index.md): The Tallyfy Manufactory collector enables sending actor data and events through REST API websocket or CLI agent methods with data viewable in a custom interface after creating required schemas. - [Events](https://tallyfy.com/products/manufactory/events/index.md): Tallyfy Manufactory allows you to design and build single event schemas for projects with careful planning of event properties being essential for successful implementation while requiring separate projects for multiple schemas. - [Implementation](https://tallyfy.com/products/manufactory/implementation/index.md): A comprehensive guide details the systematic approach to integrating Manufactory products through schema setup event tracking and user configuration while emphasizing proper planning for successful implementation. - [Triggers](https://tallyfy.com/products/manufactory/triggers/index.md): Tallyfy Manufactory offers near real-time event-based triggers that fire based on actor actions and system events using customizable conditions and criteria to enable rapid response to incoming data patterns. - [Projects](https://tallyfy.com/products/manufactory/projects/index.md): Tallyfy Manufactory requires creating individual projects with unique API keys and implementing both user and event schemas before sending data with separate projects needed for different platforms like iOS and Android applications. ### Actors - [Create actors schema](https://tallyfy.com/products/manufactory/actors/create_schema/index.md): The POST /actors/schema endpoint enables creation of user schemas in Tallyfy Manufactory by specifying organization ID project ID attribute definitions and a unique identifier field with proper authentication headers. - [Delete actors schema](https://tallyfy.com/products/manufactory/actors/delete_schema/index.md): The DELETE /actors/schema endpoint allows removal of actor schemas from Tallyfy Manufactory by providing organization ID project ID and authentication token. - [Get actors schema](https://tallyfy.com/products/manufactory/actors/get_schema/index.md): The GET endpoint retrieves actor schema details including attribute definitions data types and unique identifiers for a specific project by providing organization ID project ID and authentication token. ### Best practices - [Adopting an observability culture](https://tallyfy.com/products/manufactory/best-practices/adopting-observability-culture/index.md): An observability culture prioritizes data-driven understanding of system behavior through proactive questioning shared responsibility blameless incident analysis and continuous improvement using event data and insights from Tallyfy Manufactory. - [Analyzing events and deriving insights](https://tallyfy.com/products/manufactory/best-practices/analyzing-events-and-deriving-insights/index.md): Analyzing event data from Tallyfy Manufactory involves using an iterative core analysis loop to transform raw event streams into actionable insights through systematic filtering grouping and correlation techniques that answer critical questions about system behavior performance and failures. - [Effective event sampling strategies](https://tallyfy.com/products/manufactory/best-practices/event-sampling-strategies/index.md): Event sampling strategically reduces data volume while maintaining system observability by selectively processing events based on fixed rates content-based criteria or adaptive approaches that prioritize critical data points and error scenarios. - [Implementing distributed tracing for event workflows](https://tallyfy.com/products/manufactory/best-practices/implementing-distributed-tracing/index.md): Distributed tracing tracks the progression of events through complex microservices architectures by creating unique identifiers that link related operations across multiple systems enabling complete visualization of event-driven workflows and helping identify bottlenecks and failures in systems like Tallyfy Manufactory. - [Best practices for instrumenting applications](https://tallyfy.com/products/manufactory/best-practices/instrumenting-applications-for-manufactory/index.md): Well-structured event data with thoughtful instrumentation enables precise routing effective troubleshooting and meaningful analysis in event-driven workflows while providing rich context through standardized fields timestamps and business-specific information. - [Setting up effective alerts and SLOs](https://tallyfy.com/products/manufactory/best-practices/setting-up-alerts-and-slos/index.md): SLOs provide a user-centric framework for creating actionable alerts by measuring error budget burn rates instead of relying on noisy traditional cause-based alerts that often lead to alert fatigue in event-driven systems. - [What is observability?](https://tallyfy.com/products/manufactory/best-practices/what-is-observability/index.md): Observability enables deep understanding of complex systems through detailed event data analysis to explore and debug both known and unknown issues without relying solely on predefined metrics. - [Understanding structured events](https://tallyfy.com/products/manufactory/best-practices/understanding-structured-events/index.md): Structured events in Tallyfy Manufactory use key-value pairs with specific fields and rich context to enable efficient routing processing analysis and monitoring of system activities through well-organized machine-parsable data formats. ### Events - [Create events schema](https://tallyfy.com/products/manufactory/events/create_schema/index.md): Tallyfy Manufactory allows you to create events schemas by sending a POST request to /events/schema with organization ID project ID and attribute definitions using proper authentication headers. - [Delete events schema](https://tallyfy.com/products/manufactory/events/delete_schema/index.md): Tallyfy Manufactory allows deletion of event schemas through a DELETE API endpoint that requires organization ID project ID and authentication token in the request header. - [Get events schema](https://tallyfy.com/products/manufactory/events/get_schema/index.md): The GET endpoint retrieves event schema attributes like event name type and purchase status for a specific project within an organization using Manufactory access token authentication. ### Implementation - [Configuring user schema](https://tallyfy.com/products/manufactory/implementation/configuring_users_schema/index.md): Tallyfy Manufactory offers comprehensive implementation resources covering user schema configuration event tracking and project planning with related guides for successful manufacturing operations integration. - [Planning](https://tallyfy.com/products/manufactory/implementation/planning/index.md): The page offers contact information for Tallyfy Manufactory implementation planning and provides related articles covering user schema configuration event tracking pricing and systematic integration approaches. - [Configuring events schema](https://tallyfy.com/products/manufactory/implementation/configuring_events_schema/index.md): Contact Tallyfy for more information about configuring events schema in Manufactory while exploring related guides on user schema configuration planning events and implementation processes. ### Projects - [Create a project](https://tallyfy.com/products/manufactory/projects/create_project/index.md): The Tallyfy Manufactory API allows creating new projects through a POST endpoint that requires authentication and organization details including name description and timezone preferences. - [Delete a project](https://tallyfy.com/products/manufactory/projects/delete_project/index.md): A Manufactory project can be deleted through a DELETE request by providing the organization ID project ID and authentication token in the header. - [Get a project](https://tallyfy.com/products/manufactory/projects/get_project/index.md): The GET endpoint retrieves a single project's details including name description timezone and creation date by providing organization ID project ID and authentication token. - [Get all projects](https://tallyfy.com/products/manufactory/projects/get_projects/index.md): The GET endpoint retrieves all Manufactory projects for an organization by providing the org_id and authentication token in the header which returns project details like IDs names descriptions and timezones. - [Reset project key](https://tallyfy.com/products/manufactory/projects/reset_key/index.md): A POST request to reset a project's key requires an access token and returns project details including the new key along with basic information like name timezone and creation date. - [Update a project](https://tallyfy.com/products/manufactory/projects/update_project/index.md): The PUT endpoint enables updating a Manufactory project's name description and timezone by providing the organization ID and project ID along with optional fields in the request body. ### Collector - [Collecting events via our CLI agent](https://tallyfy.com/products/manufactory/collector/agent/index.md): The Tallyfy Manufactory collector agent provides a lightweight solution for off-loading API event transmission and enables data collection from IoT devices with limited computing power or connectivity constraints. - [Collecting events via the REST API](https://tallyfy.com/products/manufactory/collector/rest_api/index.md): The Tallyfy Manufactory REST API enables transmission of actors data and events into the platform through multiple integration methods including REST API websocket and CLI agent options with secure authentication and data collection capabilities. - [Collecting events via websocket](https://tallyfy.com/products/manufactory/collector/websocket/index.md): Tallyfy Manufactory's websocket connection enables real-time bidirectional communication between browser and server for persistent data exchange sessions. ### Agent - [Authentication for the agent collector](https://tallyfy.com/products/manufactory/collector/agent/auth/index.md): To authenticate with Tallyfy Manufactory you must configure a YAML file containing your organization ID project ID and project key values which should be placed in the same directory as the manufactory-agent executable. - [Send events via the CLI agent](https://tallyfy.com/products/manufactory/collector/agent/send_events/index.md): The Tallyfy Manufactory agent enables sending actor-generated events by requiring base64-encoded actor and event objects that contain attribute name-value pairs conforming to predefined schemas. ### Rest_api - [Send events via the REST API](https://tallyfy.com/products/manufactory/collector/rest_api/send_events/index.md): The POST /events endpoint enables sending actor profiles to Tallyfy Manufactory by providing organization ID project ID actor profile object and event attributes with proper schema validation. ### Websocket - [Authentication for the web socket collector](https://tallyfy.com/products/manufactory/collector/websocket/auth/index.md): Tallyfy Manufactory requires websocket client authentication through a POST /auth endpoint using organization ID project ID and actor profile data to generate a 12-hour session UUID. - [Connect to our web socket server](https://tallyfy.com/products/manufactory/collector/websocket/connect_to_ws/index.md): Tallyfy Manufactory websocket authentication requires establishing a connection to wss://collector.tallyfy.com/ws then sending an auth message with five required keys (type org_id project_id client_uuid actor_profile_id) to pair the connection with the authenticated client before events can be transmitted. - [Send events via the web socket](https://tallyfy.com/products/manufactory/collector/websocket/send_events/index.md): Websocket events can be sent to Tallyfy Manufactory using a JSON message containing a type field set to "event" and an attributes object with the event data which returns a confirmation message upon successful processing. --- ## Pro - [Introduction](https://tallyfy.com/products/pro/index.md): 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. ### Pro - [Compliance](https://tallyfy.com/products/pro/compliance/index.md): Tallyfy provides SOC 2 Type 2 certified security with bank-level encryption mandatory SSO options complete audit trails and comprehensive compliance features that meet regulatory requirements across financial services healthcare manufacturing and other highly regulated industries. - [Launching](https://tallyfy.com/products/pro/launching/index.md): Tallyfy's process launching feature transforms reusable workflow templates into active trackable instances with specific assignments and deadlines that operate independently through multiple launch methods including manual API webhooks forms email triggers and magic links while allowing customization during launch and protecting running processes from template changes. - [Essentials](https://tallyfy.com/products/pro/documenting/index.md): Tallyfy transforms static business documentation into live workflows through three template types - Procedure Templates for sequential processes Document Templates for reusable formatted content and Form Templates for data collection - ensuring consistent execution with real-time tracking and continuous improvement capabilities. - [Miscellaneous](https://tallyfy.com/products/pro/miscellaneous/index.md): Tallyfy provides comprehensive additional features and resources including company information browser compatibility details system features like file storage and search support documentation legal information and supplementary tools that enhance workflow management capabilities beyond core functionality. - [Lists](https://tallyfy.com/products/pro/lists/index.md): Lists in Tallyfy serve as centralized collections of structured data that can be referenced across templates and processes to eliminate redundant data entry reduce errors and maintain consistency throughout organizational workflows. - [Pricing](https://tallyfy.com/products/pro/pricing/index.md): Tallyfy offers flexible pricing models with annual subscriptions providing 16% savings compared to monthly billing while featuring differentiated user licensing tiers including Full Members with complete template creation capabilities and cost-effective Light Members for task execution only plus specialized programs like Fair Price Guarantee discounts for eligible countries and nonprofit pricing considerations. - [Getting started](https://tallyfy.com/products/pro/tutorials/index.md): 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. - [Tracking](https://tallyfy.com/products/pro/tracking-and-tasks/index.md): Tallyfy provides comprehensive tracking through two main interfaces: a Tracker View for strategic high-level monitoring of all organizational processes and a Tasks View for detailed management of individual assignments and one-off tasks. - [Integrations](https://tallyfy.com/products/pro/integrations/index.md): Tallyfy connects with existing business software through multiple methods including email integrations API implementations webhooks middleware platforms AI agents native integrations analytics connections chat platform tools and Azure translation services allowing teams to choose the approach that best fits their technical capabilities and integration needs. - [Settings](https://tallyfy.com/products/pro/settings/index.md): Tallyfy settings are organized into Personal Settings that affect individual user experience and Organization Settings that impact all users with only administrators able to modify organization-wide configurations. ### Compliance - [HSTS compliance](https://tallyfy.com/products/pro/compliance/hsts-compliance/index.md): HSTS acts as a security bouncer that forces browsers to use only encrypted HTTPS connections with Tallyfy and prevents attackers from downgrading connections to steal data through techniques like SSL stripping or man-in-the-middle attacks. - [BIMI compliance](https://tallyfy.com/products/pro/compliance/bimi-compliance/index.md): BIMI is an email authentication system that displays verified company logos next to trusted emails by checking multiple security layers including SPF DKIM DMARC protocols and digital certificates to prevent phishing attacks and help users instantly identify legitimate communications from companies like Tallyfy. ### Launching - [Edit before launch](https://tallyfy.com/products/pro/launching/how-can-i-edit-a-process-before-launching/index.md): Tallyfy allows users to customize process instances before launching by modifying names task assignments deadlines and guest details on the launch screen while preserving the original template for future use. - [Launch on a schedule](https://tallyfy.com/products/pro/launching/how-can-i-schedule-a-process-in-tallyfy-using-middleware/index.md): You can automatically schedule Tallyfy process launches using middleware tools like Zapier Make or Power Automate by setting up a schedule trigger that connects to Tallyfy's Launch Process action allowing processes to run at specified intervals without manual intervention. - [Launch manually](https://tallyfy.com/products/pro/launching/how-can-i-launch-a-process-in-tallyfy/index.md): Manual process launching in Tallyfy allows you to initiate workflow instances from templates with complete control over timing and customization by selecting a template naming the instance and clicking launch to create an active trackable process. - [Launch from a form](https://tallyfy.com/products/pro/launching/how-to-launch-a-tallyfy-process-from-a-webform/index.md): External web forms can automatically trigger Tallyfy processes by redirecting users to special launch URLs with form data appended as query parameters that match the internal field names in your Tallyfy kick-off form template. - [Launch another process when a task is completed](https://tallyfy.com/products/pro/launching/launch-process-when-task-is-completed/index.md): Tallyfy allows you to automatically start a new process when a specific task completes by enabling the "Launch another process when this task is complete" toggle in the task's advanced settings and selecting the target template to launch. - [Troubleshooting permissions](https://tallyfy.com/products/pro/launching/troubleshooting-launch-permissions/index.md): This guide explains how to troubleshoot and resolve common issues when launching processes in Tallyfy including permission errors for Standard members group assignment behaviors Magic Link failures with kick-off forms dropdown field mapping problems in Power Automate and API integration permission errors. - [Triggers](https://tallyfy.com/products/pro/launching/triggers/index.md): Tallyfy offers seven flexible process launch triggers including manual buttons API calls email triggers magic links scheduled automation task completion chains and kick-off forms to accommodate different organizational needs and technical capabilities while enabling automatic data pre-population for seamless workflow initiation. ### Triggers - [Launch via a kick-off form](https://tallyfy.com/products/pro/launching/triggers/kick-off-forms/index.md): Kick-off forms in Tallyfy attach to process templates to collect essential information before workflow tasks begin and can be made public for external stakeholders to initiate processes while automatically launching tracked workflows upon submission. - [Launch via a magic link](https://tallyfy.com/products/pro/launching/triggers/magic-links/index.md): Magic links are special URLs that automatically perform Tallyfy actions like creating tasks launching processes or completing workflows when clicked by logged-in users enabling seamless automation across emails websites and other tools. - [Launch via API](https://tallyfy.com/products/pro/launching/triggers/via-api/index.md): Tallyfy's API enables automated process launching through REST endpoints that integrate with external systems to trigger workflows based on events conditions or schedules while supporting data pre-population and custom process parameters for enterprise-grade automation. - [Email triggers](https://tallyfy.com/products/pro/launching/triggers/via-email/index.md): Tallyfy enables process launching through email triggers where sending an email to a template's unique address automatically starts a new workflow instance using the email subject as the process name while capturing content and attachments through specially configured kick-off fields. - [Launch via a schedule](https://tallyfy.com/products/pro/launching/triggers/via-recurring-schedule/index.md): Tallyfy processes can be automatically launched on recurring schedules through middleware platforms like Zapier or custom API solutions to ensure critical business workflows run consistently without manual intervention. - [Launch via middleware](https://tallyfy.com/products/pro/launching/triggers/via-middleware/index.md): Middleware platforms enable automatic Tallyfy process launches by watching for events in external applications and seamlessly transferring data to create workflows without manual intervention or coding requirements. ### Miscellaneous - [About Tallyfy](https://tallyfy.com/products/pro/miscellaneous/about-tallyfy/index.md): Tallyfy has maintained profitable operations since 2015 as an independent venture-capital-free company with enterprise-grade security compliance and transparent pricing backed by specialized workflow expertise and a proven track record of platform stability. - [Tallyfy on mobile devices](https://tallyfy.com/products/pro/miscellaneous/does-tallyfy-work-on-all-devices/index.md): Tallyfy operates seamlessly across all devices and platforms through responsive web design that automatically adapts to any screen size without requiring separate app installations or downloads. - [Glossary](https://tallyfy.com/products/pro/miscellaneous/glossary/index.md): This glossary defines essential workflow platform terminology to help users navigate Tallyfy effectively and communicate precisely about business process management and digital transformation. - [Generate a HAR file for troubleshooting](https://tallyfy.com/products/pro/miscellaneous/how-can-i-generate-a-har-file-for-troubleshooting/index.md): HAR files are comprehensive technical logs that capture complete browser network activity including requests responses and load times to help troubleshoot Tallyfy issues across different browsers like Chrome Firefox Edge and Safari by recording network activity and exporting the data for support analysis. - [Become a Tallyfy partner](https://tallyfy.com/products/pro/miscellaneous/how-can-i-become-a-tallyfy-partner/index.md): Tallyfy offers strategic partnerships for consultants agencies and software companies including Solution Partners Technology Partners and Referral Partners with benefits like partnership earnings dedicated dashboards unbilled domain access for client implementations joint marketing opportunities priority support and comprehensive resources requiring partners to maintain active accounts comply with agreements actively promote services and follow trademark guidelines with applications processed through their partner website. - [See product updates](https://tallyfy.com/products/pro/miscellaneous/how-can-i-stay-updated-with-tallyfys-latest-features/index.md): Tallyfy users can stay updated with latest features by accessing the Latest Updates option from their profile menu within the platform or by visiting the comprehensive changelog page at tallyfy.com/changelog. - [Translate content](https://tallyfy.com/products/pro/miscellaneous/how-can-i-translate-content-in-tallyfy/index.md): Tallyfy provides interface language customization and Azure AI-powered content translation capabilities to support multilingual teams with administrators able to configure Microsoft Azure Cognitive Services integration for real-time translation of user-generated content across over 100 languages. - [File storage and security](https://tallyfy.com/products/pro/miscellaneous/how-does-file-storage-work-in-tallyfy/index.md): Tallyfy provides secure file storage through Amazon S3 with plan-specific limits ranging from 5GB total to 25GB per member while also supporting external file linking from cloud services like Dropbox and SharePoint that don't count toward storage quotas. - [Login and session errors](https://tallyfy.com/products/pro/miscellaneous/how-to-connect-tallyfy-to-other-apps-using-private-browsing/index.md): Private browsing mode resolves Tallyfy connection issues with external apps by providing a clean session without stored cookies cached data or saved credentials that can cause login conflicts and authorization problems. - [Find your Tallyfy IDs](https://tallyfy.com/products/pro/miscellaneous/how-to-find-your-tallyfy-ids/index.md): Tallyfy assigns unique identification numbers to every element within the platform which are essential for support assistance integrations and advanced workflow management tasks and can be found in specific locations such as Organization ID in Settings Template ID in template export settings and Process ID in the browser URL of running processes. - [Universal search](https://tallyfy.com/products/pro/miscellaneous/how-to-use-tallyfys-universal-search-function/index.md): Tallyfy's Universal Search function provides comprehensive platform-wide search capabilities that enable users to quickly locate templates running processes tasks and snippets through intelligent indexing and advanced search algorithms accessible via the search bar at the top of the interface. - [Differentiation](https://tallyfy.com/products/pro/miscellaneous/tallyfy-differentiation-guide/index.md): Understand what makes Tallyfy different from other workflow and process management vendors in the market, including our unique approach to support, pricing, security, and innovation. - [Tallyfy vs. Projects](https://tallyfy.com/products/pro/miscellaneous/understanding-tallyfy-vs-project-management/index.md): Tallyfy specializes in standardizing predictable repeatable workflows while project management tools track unique one-time endeavors making it ideal for processes like employee onboarding or invoice processing rather than building houses or launching products. - [Keyboard shortcuts](https://tallyfy.com/products/pro/miscellaneous/what-keyboard-shortcuts-can-i-use-in-tallyfy/index.md): Tallyfy offers keyboard shortcuts for faster navigation including Ctrl+Option+T for creating tasks Ctrl+Option+P for launching processes Tab key for form field navigation and Spacebar for selecting options in forms and dropdowns. - [Adoption](https://tallyfy.com/products/pro/miscellaneous/support/index.md): Successful Tallyfy adoption requires involving team members early in process design selecting strategic initial processes ensuring leadership actively uses the platform enabling peer sharing implementing phased rollouts using automated onboarding templates and universal snippets while tracking both quantitative metrics like user activity and qualitative signals like proactive process suggestions. - [Terms & legals](https://tallyfy.com/products/pro/miscellaneous/terms-legals/index.md): Tallyfy maintains SOC 2 Type 2 attestation GDPR compliance HSTS security BIMI email standards custom data processing agreements comprehensive encryption multi-layer API protection AWS GovCloud hosting options and various enterprise-grade security measures to meet regulatory obligations and enterprise requirements. - [Troubleshooting](https://tallyfy.com/products/pro/miscellaneous/troubleshooting/index.md): Systematic troubleshooting steps including cache clearing browser testing and authentication loop fixes can resolve most Tallyfy loading errors display problems and login issues before requiring support assistance. ### Support - [Contact support](https://tallyfy.com/products/pro/miscellaneous/support/how-can-i-contact-tallyfys-support-team/index.md): Tallyfy provides comprehensive support through in-app help bubbles email assistance and unlimited 25-minute screen-sharing calls plus professional services for complex implementations including dedicated account management process mapping consultation and custom template development. - [In-app user guide](https://tallyfy.com/products/pro/miscellaneous/support/how-to-access-the-tallyfy-user-guide/index.md): Tallyfy offers built-in help access through a sidebar Help button with search and messaging options or through the user profile menu for complete documentation. - [Provide context to support](https://tallyfy.com/products/pro/miscellaneous/support/how-to-provide-necessary-info-to-tallyfy-support/index.md): When contacting Tallyfy support you should provide the complete URL from your browser's address bar and your Organization ID found in Settings to help them quickly locate and resolve your specific issue. - [Share screenshots](https://tallyfy.com/products/pro/miscellaneous/support/how-to-share-screenshots-and-screencasts-with-tallyfy-support/index.md): Screenshots and screencasts help Tallyfy support teams quickly understand and resolve issues by providing visual documentation of problems through screen captures using keyboard shortcuts on Mac and Windows or screen recordings using free tools like Loom Screencastify and Recordit. - [Not receiving emails?](https://tallyfy.com/products/pro/miscellaneous/support/not-receiving-emails-from-tallyfy-how-to-troubleshoot/index.md): A comprehensive troubleshooting guide addresses email delivery issues from Tallyfy by covering verification steps notification preferences spam filtering IT allowlisting quarantine systems email provider reliability and specialized Microsoft email system diagnostics including sender reputation checks authentication status and preventative measures for consistent workflow communication. ### Terms legals - [Country restrictions](https://tallyfy.com/products/pro/miscellaneous/terms-legals/is-your-country-blocked-from-using-tallyfy/index.md): Tallyfy restricts access from eleven countries including Cuba Iran Syria North Korea Libya Somalia Iraq Russia Yemen Palestine and Tor exit nodes due to US trade sanctions and regulatory compliance requirements. - [Tallyfy's privacy policy](https://tallyfy.com/products/pro/miscellaneous/terms-legals/where-can-i-find-tallyfys-privacy-policy/index.md): Tallyfy's privacy policy and security documentation can be accessed through dedicated web pages that outline data collection practices protection measures and compliance standards. ### Troubleshooting - [Clear cache in Chrome](https://tallyfy.com/products/pro/miscellaneous/troubleshooting/clear-cache-chrome/index.md): Clearing Chrome's browser cache removes corrupted temporary files and forces the browser to download fresh content from Tallyfy's servers which resolves display problems loading errors and outdated content issues. - [Clear cache in Edge](https://tallyfy.com/products/pro/miscellaneous/troubleshooting/clear-cache-edge/index.md): Clearing Microsoft Edge's browser cache removes temporary files and corrupted data to resolve Tallyfy display problems loading errors and performance issues by forcing the browser to download fresh content from servers. - [Clear cache in Firefox](https://tallyfy.com/products/pro/miscellaneous/troubleshooting/clear-cache-firefox/index.md): Firefox browser cache clearing resolves Tallyfy performance issues by removing corrupted temporary files and ensuring fresh content downloads from servers through the Privacy & Security settings menu. - [Clear cache in Safari](https://tallyfy.com/products/pro/miscellaneous/troubleshooting/clear-cache-safari/index.md): Clearing Safari's browser cache on Mac and iOS devices removes corrupted temporary files that can cause loading problems and display issues in Tallyfy by enabling the Develop menu or using Privacy settings on Mac and accessing Safari settings on iOS devices. ### Pricing - [Non-profit discount](https://tallyfy.com/products/pro/pricing/how-to-apply-for-tallyfys-nonprofit-program-discount/index.md): Tallyfy offers a 20% permanent discount to qualifying nonprofit organizations with official charitable status while excluding political advocacy religious institutions educational facilities government agencies and healthcare providers from eligibility through a comprehensive application process requiring documentation and organizational details. - [Sales tax](https://tallyfy.com/products/pro/pricing/sales-tax/index.md): Tallyfy doesn't charge sales tax anywhere as a Missouri-based company where SaaS isn't taxable and they haven't reached economic nexus thresholds in other states that do tax software services. ### Tutorials - [Create an organization](https://tallyfy.com/products/pro/tutorials/how-can-i-create-a-new-tallyfy-account/index.md): Tallyfy workflow management requires users to create an account by signing up at their website using personal details or existing Microsoft/Google accounts then setting up an organization workspace with potential IT administrator approval needed for Microsoft sign-ins and centralized login management allowing easy switching between multiple organizations. - [Create an automation](https://tallyfy.com/products/pro/tutorials/how-can-tallyfy-automate-and-streamline-my-processes/index.md): Tallyfy automates processes through intelligent if-this-then-that conditional logic that dynamically adapts workflows based on specific conditions like form field values task completions and approval decisions eliminating manual adjustments and reducing administrative overhead. - [Franchise operations guide](https://tallyfy.com/products/pro/tutorials/franchise-operations/index.md): Tallyfy transforms franchise operations by converting traditional documentation into live workflows that franchisees actively run rather than just read while offering flexible deployment models where either each franchisee manages their own secure account or headquarters centralizes all accounts with features like automated task assignments real-time tracking and standardized processes that adapt to local needs across hundreds of locations. - [Welcome snippets](https://tallyfy.com/products/pro/tutorials/how-to-create-a-custom-onboarding-snippet/index.md): Tallyfy enables organizations to create custom onboarding snippets through Settings > Organization > Personalization where administrators can configure welcome messages that appear either once for new members upon first login or permanently on the homepage for all members. - [Workflow applications](https://tallyfy.com/products/pro/tutorials/industry-specific-workflow-applications/index.md): Tallyfy addresses industry-specific workflow requirements through flexible templates and conditional logic that adapt to unique regulatory compliance and operational challenges across sectors like financial services healthcare manufacturing and professional services while maintaining comprehensive audit trails for regulatory demands. - [Knowledge-only mode](https://tallyfy.com/products/pro/tutorials/knowledge-only-mode/index.md): Tallyfy transforms workflows into searchable living knowledge bases through knowledge-only mode that provides instant access to current procedures without formal tracking while enabling continuous improvement through comments embedded templates and AI-powered search capabilities. - [Navigate Tallyfy](https://tallyfy.com/products/pro/tutorials/navigate-tallyfy/index.md): The Tallyfy platform interface features a left sidebar menu for primary navigation with options to create workflows access tasks and templates manage team members and adjust settings plus a universal search bar and top bar icons for language selection and notifications. - [Launch a process](https://tallyfy.com/products/pro/tutorials/your-first-process/index.md): This tutorial demonstrates launching workflow processes in Tallyfy by selecting templates from the sidebar completing optional kick-off forms naming the process instance and clicking launch to create active trackable workflows with automatic notifications and progress monitoring. - [Why training fails](https://tallyfy.com/products/pro/tutorials/why-documentation-training-fails-forgetting-curve/index.md): Hermann Ebbinghaus's 1885 research revealed that humans forget information exponentially with 90% lost within seven days which explains why traditional business training and documentation approaches fail because they rely on memory retention rather than providing real-time guidance when employees actually need to perform tasks. - [Create your first template](https://tallyfy.com/products/pro/tutorials/your-first-template/index.md): Tallyfy enables users to create workflow templates through AI assistance by clicking Create selecting Create Template choosing Tallyfy AI entering process details and reviewing generated steps before finalizing the reusable blueprint for consistent business process execution. - [Key features](https://tallyfy.com/products/pro/tutorials/features/index.md): Tallyfy offers comprehensive workflow management features including real-time status tracking intelligent automation through conditional logic external guest collaboration and advanced process optimization that transform static documentation into dynamic trackable workflows for operational excellence. - [How-to guides](https://tallyfy.com/products/pro/tutorials/how-to/index.md): Tallyfy's how-to guides offer task-focused instructions and real-world implementation approaches to help users solve common workflow challenges and optimize their business processes more effectively. ### Features - [Customer facing](https://tallyfy.com/products/pro/tutorials/features/customer-facing/index.md): Tallyfy's Guest feature allows external stakeholders like customers vendors and partners to participate in workflows through secure email links without needing accounts while maintaining professional branding and unlimited free access. - [Explain it once](https://tallyfy.com/products/pro/tutorials/features/explain-it-once/index.md): Tallyfy templates implement the "Explain it Once" philosophy by allowing organizations to create standardized reusable workflows that ensure consistent process execution across teams while offering comprehensive features like AI-assisted creation document conversion multilingual support and conditional logic for scalable operational excellence. - [If-this-then-that](https://tallyfy.com/products/pro/tutorials/features/if-this-then-that/index.md): Tallyfy uses if-this-then-that automation rules to create intelligent workflows that automatically respond to conditions and trigger actions like task assignments or deadline changes without requiring programming knowledge or complex flowcharts. - [Fill in the blanks](https://tallyfy.com/products/pro/tutorials/features/fill-in-the-blanks/index.md): Tallyfy enables users to replace document cloning with smart templates that combine unchangeable standard text with customizable fill-in-the-blank fields snippets for reusable content blocks and variables that automatically pull in previously collected data to streamline document creation and reduce errors. - [Migration guide](https://tallyfy.com/products/pro/tutorials/features/migrate-to-tallyfy/index.md): Tallyfy provides open-source migrator scripts that help users move data from popular workflow and form tools through a five-phase process including discovery mapping transformation migration and validation with support for platforms like Asana Basecamp ClickUp Google Forms Monday.com Pipefy Process Street Trello and many others. - [Real time status](https://tallyfy.com/products/pro/tutorials/features/real-time-status/index.md): Tallyfy provides automatic live status monitoring for all running processes that eliminates manual status checking and administrative work by offering package tracking-style visibility that shows exactly where each workflow stands without requiring status meetings or constant updates. - [Tickets vs. Processes](https://tallyfy.com/products/pro/tutorials/features/ticket-driven-vs-process-driven/index.md): Ticket-driven workflow models operate through separate conversation channels like email phone calls and chat messages that follow a sequence of queue management initial assessment information gathering issue resolution and optional improvement steps while process-driven workflows enhance operations by providing structured intake automated routing systematic knowledge application clear team collaboration and linked improvement processes that create consistent scalable and transparent support operations with better customer visibility and data-driven optimization capabilities. - [Structure intake](https://tallyfy.com/products/pro/tutorials/features/structure-intake/index.md): Tallyfy's integrated form and process management connects intake forms directly to workflow steps creating end-to-end visibility and accountability by automatically starting trackable processes when forms are submitted and maintaining data continuity throughout the entire sequence. ### How to - [Build effective forms](https://tallyfy.com/products/pro/tutorials/how-to/build-effective-forms/index.md): Tallyfy's integrated approach to form building connects form submissions directly to trackable workflows while offering features like email verification conditional branching field validation and document generation to create seamless end-to-end processes rather than isolated data collection. - [Effective operations manuals](https://tallyfy.com/products/pro/tutorials/how-to/build-effective-operations-manual/index.md): Building an operations manual requires transforming static documentation into dynamic digital workflows with clear ownership logical organization rich media content and continuous improvement mechanisms to ensure consistent quality and effective execution across teams. - [Eliminate tribal knowledge](https://tallyfy.com/products/pro/tutorials/how-to/eliminate-tribal-knowledge-with-workflow-documentation/index.md): Tribal knowledge represents undocumented critical business information stored only in employees' minds creating operational vulnerabilities and inefficiencies that can be systematically eliminated through structured workflow documentation and automated process execution. - [Improve processes effectively](https://tallyfy.com/products/pro/tutorials/how-to/improve-processes-effectively/index.md): Effective process improvement involves crowdsourcing ideas from teams using built-in feedback tools measuring customer impact through satisfaction metrics identifying bottlenecks with analytics deploying immediate changes without versioning delays and embracing incremental improvements while balancing standardization with flexibility through structured methodologies and organizational learning documentation. - [How to avoid task debt](https://tallyfy.com/products/pro/tutorials/how-to/how-to-avoid-task-debt/index.md): Task debt accumulates when incomplete tasks pile up faster than teams can complete them and can be prevented through strategic workflow design using expiring tasks for optional information sharing realistic deadline setting workload balancing and regular process reviews to maintain sustainable productivity. - [Ensure task completion](https://tallyfy.com/products/pro/tutorials/how-to/ensure-task-completion/index.md): Tallyfy ensures task and approval completion through automated reminders clear task definitions escalation paths bundling related work comment-based follow-ups personal communication context explanations and recognition strategies to prevent delays and maintain workflow accountability. - [Improve accountability](https://tallyfy.com/products/pro/tutorials/how-to/make-people-accountable-for-tasks/index.md): Tallyfy ensures task accountability through transparent workflows showing public task status and progress tracking, automated daily digest reminders with customizable frequency, manual instant notifications for urgent situations, a Take Over feature that converts group assignments into single-person ownership, comment systems with @mentions for direct accountability discussions, blocker documentation to distinguish delays from avoidance, clear task instructions with success criteria, auto-expiration policies that complete overdue tasks automatically, structured escalation paths involving managers when needed, and balance - [Merge templates](https://tallyfy.com/products/pro/tutorials/how-to/how-to-merge-two-process-templates/index.md): Tallyfy users can merge two procedure templates by exporting them as documents using AI tools to combine the content and then importing the merged result back into Tallyfy as a new template through document upload functionality. - [Complex approval workflows](https://tallyfy.com/products/pro/tutorials/how-to/track-and-run-complex-approval-workflows/index.md): Tallyfy transforms complex approval workflows into trackable processes with clear visibility and accountability by providing kick-off forms conditional logic dynamic assignments real-time status tracking automated reminders and organized archiving to eliminate confusion and bottlenecks. - [Track time on tasks](https://tallyfy.com/products/pro/tutorials/how-to/track-time-in-tasks/index.md): This guide explains how to implement time tracking in Tallyfy workflows by adding number fields to tasks with validation rules to capture hours and minutes spent on each task for accurate measurement and cost analysis. - [Process improvement](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/index.md): Process improvement focuses on systematically enhancing business workflows to boost efficiency customer satisfaction and competitive advantage through methodologies like DMAIC Lean and Kaizen while leveraging tools like Tallyfy for documentation automation and continuous optimization. ### Process improvement - [Build a culture of continuous improvement](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/building-a-culture-of-continuous-improvement/index.md): Building a continuous improvement culture requires leadership commitment employee empowerment open communication learning from experiences celebrating progress standardized processes and data-driven decisions with Tallyfy providing the platform to enable bottom-up suggestions transparency stable baselines analytics rapid iteration and lowered barriers to process ownership. - [Gather data and use Tallyfy Analytics](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/gathering-data-and-using-tallyfy-analytics-for-insights/index.md): Data and analytics replace guesswork in process improvement by providing objective evidence to identify real problems establish performance baselines pinpoint bottlenecks and measure the impact of changes while tools like Tallyfy Analytics automatically capture workflow data including task completion times process duration and bottlenecks to enable proactive optimization through visualization and regular review. - [Using comments and AI for process improvement](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/how-tallyfy-comments-and-ai-supercharge-process-improvement/index.md): Tallyfy surpasses traditional process improvement methods by offering contextual improvement comments that capture real-time feedback directly on process steps and AI-powered capabilities that generate intelligent suggestions for optimization creating a continuous virtuous cycle of execution observation analysis and rapid implementation. - [Generate, test, and prioritize improvement ideas](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/generating-testing-and-prioritizing-improvement-ideas/index.md): This content explains how to transform improvement ideas into actionable solutions by using creative ideation techniques like brainstorming and SCAMPER testing ideas through small-scale pilots and prioritizing solutions using impact-effort matrices to focus on the most valuable changes. - [Identify customer needs and CTQ requirements](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/identifying-customer-needs-and-critical-to-quality-ctq-requirements/index.md): Translating customer needs into measurable goals involves capturing the Voice of the Customer through surveys interviews and feedback analysis then converting these insights into specific measurable Critical to Quality requirements that can be built into process design and tracked for performance. - [Integrating agile and design thinking into process improvement](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/integrating-agile-and-design-thinking/index.md): Modern process improvement combines traditional methodologies like DMAIC and Lean with Agile sprints for rapid iteration and Design Thinking for human-centered innovation enabling teams to deliver improvements faster validate solutions with real users and create breakthrough changes rather than incremental adjustments. - [Kaizen - continuous small improvements](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/kaizen-making-continuous-small-improvements-with-tallyfy/index.md): Kaizen philosophy demonstrates how small consistent process changes through employee involvement and continuous incremental improvements can create powerful cumulative results in organizational efficiency and quality while being less disruptive and more sustainable than large-scale overhauls. - [Introduction to DMAIC](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/introduction-to-dmaic-for-process-improvement/index.md): The DMAIC framework provides a five-phase systematic methodology (Define Measure Analyze Improve Control) that transforms process improvement from symptom-treating guesswork into data-driven sustainable change by ensuring teams address root causes rather than surface issues while maintaining long-term performance gains. - [Implementing and sustaining improvements](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/implementing-changes-and-sustaining-improvements-with-tallyfy/index.md): Process improvements deliver lasting benefits by implementing changes through embedded workflows rather than traditional training methods and sustaining them through standardization visibility monitoring feedback loops and regular reviews using integrated platforms that enforce new standards and facilitate ongoing refinement. - [Measuring process performance with sigma levels](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/measuring-process-performance-with-sigma-levels/index.md): Process sigma levels provide a universal quality metric that measures defects per million opportunities enabling organizations to benchmark performance across different processes understand true capability beyond simple averages and set meaningful improvement targets based on world-class standards rather than arbitrary goals. - [Lean thinking - eliminate waste in office processes](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/lean-thinking-eliminating-waste-in-office-processes/index.md): Lean principles help offices eliminate eight types of waste (TIM WOODS) through customer value focus systematic process mapping smooth workflow creation demand-driven operations and continuous improvement while tools like Tallyfy naturally embed these concepts by providing visual management standardized processes and automated flow systems. - [Understand process flow without flowcharts](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/understanding-process-flow-without-complex-flowcharts/index.md): Tallyfy templates provide an intuitive alternative to traditional flowcharts by allowing you to define sequential processes visualize real-time workflow status through tracker views identify bottlenecks using analytics and easily optimize flow through step reordering conditional logic and parallel processing capabilities. - [Understanding your current processes](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/understanding-your-current-processes-with-tallyfy/index.md): Documenting existing workflows serves as the essential foundation for process improvement by providing clarity and consistency for teams while creating a baseline for measuring enhancements and revealing inefficiencies through structured documentation tools like Tallyfy that eliminate complex flowcharts and maintain living documentation. - [What is process improvement?](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/what-is-process-improvement/index.md): Process improvement is a systematic approach to analyzing and enhancing current workflows to increase efficiency reduce errors improve customer satisfaction lower costs boost employee morale and strengthen competitive advantage through tools like Tallyfy that make processes visible trackable and easily modifiable. - [Simple root cause analysis techniques](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/simple-root-cause-analysis-techniques/index.md): Root Cause Analysis techniques like the 5 Whys and Fishbone Diagram help identify fundamental reasons behind process problems rather than just treating symptoms by systematically exploring cause-and-effect relationships and categorizing potential issues for lasting improvements. - [Streamlining change management](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/streamlining-change-management-with-tallyfy/index.md): Change management in process improvement requires guiding people through transitions effectively and Tallyfy inherently simplifies this by involving users in suggesting improvements creating a single source of truth for processes enabling instant deployment providing built-in guidance reducing fear through incremental changes and maintaining transparency throughout the workflow transformation. ### Tracking and tasks - [Problems with flowcharts](https://tallyfy.com/products/pro/tracking-and-tasks/can-i-build-a-flowchart-in-tallyfy/index.md): Tallyfy transforms static flowcharts spreadsheets and documents into dynamic executable workflows that guide teams through processes in real-time with automated tracking task assignment and instant access to instructions making it a living system rather than passive documentation. - [Protect sensitive data](https://tallyfy.com/products/pro/tracking-and-tasks/how-can-i-protect-sensitive-data-in-tallyfy/index.md): Sensitive information should be stored securely outside Tallyfy in dedicated systems with controlled access while using secure links within task descriptions to reference the data rather than storing it directly in the platform. - [Check notifications](https://tallyfy.com/products/pro/tracking-and-tasks/how-can-i-view-notifications-in-tallyfy/index.md): Tallyfy notifications can be accessed through the bell icon in the top right corner which displays recent alerts and provides a link to view complete notification history on a dedicated page. - [Tasks view](https://tallyfy.com/products/pro/tracking-and-tasks/tasks-view/index.md): The Tasks View in Tallyfy serves as a centralized master to-do list that consolidates all individual tasks from every process and project in your workspace along with standalone tasks while offering powerful filtering options and the ability to create new one-off tasks directly from the interface. - [Tracker view](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/index.md): The Tracker view in Tallyfy serves as a real-time dashboard that provides a centralized bird's-eye view of all running organizational processes with flexible display options smart filtering capabilities and comprehensive management actions to monitor progress spot bottlenecks and prevent issues before they become problems. - [More about tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/index.md): Tasks in Tallyfy are fundamental work units that come in two types - process tasks that are part of workflow templates and one-off tasks that function as standalone to-dos with steps in templates becoming tasks when processes are launched. - [An overview of processes](https://tallyfy.com/products/pro/tracking-and-tasks/processes/index.md): A process in Tallyfy is a running instance of a template that transforms your workflow blueprint into actual trackable work with unique naming audit trails and the ability to add one-off tasks while maintaining independence from template updates. ### Tasks view - [Organize tasks and processes into folders](https://tallyfy.com/products/pro/tracking-and-tasks/tasks-view/how-can-i-add-tasks-to-folders-in-tallyfy/index.md): Tallyfy provides dual folder systems with template folders for organizing master templates and task/process folders for active work along with flexible tags that enable comprehensive organization of workflows through filtering and categorization across multiple views. - [Customize the task view](https://tallyfy.com/products/pro/tracking-and-tasks/tasks-view/how-can-i-customize-task-views-in-tallyfy/index.md): The Tasks View in Tallyfy allows users to filter and sort their task list using multiple criteria including status assignee task state tags templates process names folders and date ranges while also providing sorting options by most delayed or most recent activity for efficient task management. ### Tracker view - [Manage and track my processes](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/how-can-i-manage-and-track-my-processes-on-tallyfy/index.md): Tallyfy's Tracker view enables comprehensive process management by displaying running processes as cards with key information like status due dates and assignments while offering sorting and filtering capabilities to organize workflows efficiently. - [Check process activity](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/how-can-i-track-process-activities-on-tallyfy/index.md): Tallyfy processes maintain detailed activity logs that record all actions including task completions deadline changes comments and archiving which can be viewed by administrators and authorized members through the Settings panel's Activity tab. - [Switch between views](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/how-to-switch-between-board-and-table-formats-in-tallyfy-tracker/index.md): Tallyfy Tracker offers Board View for visual card-based process management and Table View for detailed tabular data analysis with customizable columns and both formats can be switched using buttons in the top right area of the interface. - [Create custom views](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/how-to-create-custom-views-in-tallyfy/index.md): Tallyfy's Tracker allows creating custom filtered views called "Presets" by applying desired filters and saving them as named presets for quick access to specific process subsets based on criteria like assignee tag status or deadline. - [Organize processes](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/organize-processes/index.md): Tallyfy offers multiple organization methods including folders favorites filtering and archiving to help users efficiently manage and view their active processes for improved workflow visibility. ### Organize processes - [Organize processes into folders](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/organize-processes/how-can-i-add-tasks-to-folders-in-tallyfy/index.md): Tallyfy allows users to organize active processes into folders within the Tracker view for better workflow management by grouping processes by client project or status through a separate folder system from templates. - [Favorite section](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/organize-processes/how-can-i-favorite-and-filter-processes-on-tallyfy/index.md): The Favorites section lets you bookmark items for quick access while automatically watching them for notifications and offers customizable notification settings with different frequencies and targets based on specific events for each item type. - [Archive and unarchive processes in Tracker view](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/organize-processes/how-to-archive-and-unarchive-processes-in-tallyfy/index.md): Tallyfy allows users to archive processes to remove them from active views while preserving data and unarchive them later by filtering archived processes in the Tracker view. ### Tasks - [How to duplicate or clone tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/duplicate-clone-tasks/index.md): Duplicate or clone tasks in Tallyfy to quickly create similar tasks with the same settings and form fields while saving time on repetitive task creation in your workflows. - [Complete or reopen tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-can-i-complete-or-reopen-tasks-in-tallyfy/index.md): Tallyfy enables users to complete tasks through checkmark icons in list views or Complete buttons within task views and allows reopening completed tasks with a Re-Open button while administrators can restrict completion to only assigned members using the Advanced tab settings and tasks with checklists require meeting specific completion rules before the main task can be finished. - [Manage comments](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-can-i-manage-comments-in-tallyfy/index.md): Tallyfy's comment system enables comprehensive team discussions and collaboration directly within tasks with features for adding editing deleting comments using @mentions managing guest visibility and providing status enquiries to maintain contextual communication throughout workflow execution. - [Send email reminders](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-can-i-send-email-reminders-in-tallyfy/index.md): Tallyfy allows users to send immediate manual email reminders for specific tasks by clicking the menu icon next to any task and selecting "Send Email Reminder" which instantly notifies all current assignees regardless of their personal notification settings. - [Advanced tab](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-can-i-utilize-tallyfys-advanced-tab-features/index.md): Advanced task options in templates provide sophisticated workflow control including automatic process launching upon completion requiring all assignees to individually complete tasks before marking as done automatic launcher assignment for unassigned tasks restricting completion rights to assigned members webhook notifications guest comment restrictions unique step identification and task-specific tagging for enhanced organization and automation. - [Create a one-off task](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-to-create-a-one-off-task-in-tallyfy/index.md): One-off tasks in Tallyfy are standalone action items that can be quickly created outside of templates by clicking the Create button, filling in task details like name, assignee, and deadline, then clicking Create Task to generate flexible workflow items for urgent or non-standardized work. - [Create and use subtasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-to-create-and-use-subtasks/index.md): The checklist field type in Tallyfy allows you to break down tasks into smaller subtasks with checkboxes that users complete individually while providing validation rules to determine when the entire checklist is considered finished. - [Report blockers and improvement feedback](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-to-report-and-resolve-issues-in-tallyfy/index.md): Tallyfy enables users to report workflow blockers through task comments with immediate notifications and visual indicators while also allowing improvement suggestions on templates for continuous process optimization. - [Set default content for form fields](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/how-to-set-default-content-for-form-fields/index.md): Default content in Tallyfy form fields automatically pre-fills values when tasks or kick-off forms open saving time reducing errors and ensuring consistency across processes while supporting text fields selection fields and date fields through static text dynamic variables or system-generated values that users can still modify as needed. - [Manually show or hide tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/manually-show-hide-tasks/index.md): Learn how to manually show or hide tasks in running processes to handle conditional workflows when selections change or to temporarily remove tasks that are no longer needed while maintaining workflow flexibility. - [Scanner and RFID integration for form fields](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/scanner-and-rfid-integration/index.md): Scanner and RFID integration with Tallyfy will enable automatic form field population through keyboard wedge mode where devices act like keyboards to instantly fill fields without manual typing and this feature is currently in development with plans for progressive rollout starting with basic USB scanner support then advancing to smart field detection and webhook integration for mobile scanning. - [Paste cells into a Tallyfy table](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/paste-cells-tallyfy-table/index.md): You can directly paste spreadsheet data from Excel or CSV files into Tallyfy Table form fields by copying your data with headers and using the paste function which matches columns based on header names to efficiently transfer bulk data without manual retyping. - [Task assignment options](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/task-assignment-guide/index.md): Tallyfy supports multiple task assignment methods including direct assignment to specific members role-based assignment to job titles and groups guest assignment for external collaborators and advanced features like conditional assignments bulk management and automated notifications to accommodate various organizational workflows and requirements. - [Escalating overdue tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/task-escalation-for-overdue-items/index.md): Tallyfy is developing automatic escalation features for overdue tasks including automated comments reassignments and custom notifications while current workarounds involve manual comments daily digest emails filtering capabilities and watch functions alongside research-backed best practices that emphasize supportive informational approaches over controlling threat-based reminders to maintain motivation and effectiveness. - [Types of form fields](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/what-are-form-fields-in-tallyfy/index.md): Tallyfy offers various form field types including short text long text dropdown lists checklists radio buttons date fields file uploads tables and assignee pickers that collect user input to create intelligent workflows adapting based on responses with options for validation requirements and guidance text. - [Step types](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/what-types-of-tasks-can-i-create-with-tallyfy/index.md): Tallyfy offers five task types including standard tasks requiring completion, approve/reject tasks for decisions, expiring tasks that auto-complete at deadlines, email drafts for manual review and sending, and email auto-send tasks that automatically dispatch messages at scheduled times. - [Edit tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/edit-task/index.md): Task editing allows users to modify assignees add media use rich text descriptions and adapt work requirements to ensure tasks stay relevant and actionable as situations change throughout their lifecycle. ### Edit task - [Add videos to a task](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/edit-task/how-can-i-add-videos-to-my-tallyfy-process/index.md): You can add videos to task descriptions in Tallyfy by either embedding links from video platforms like YouTube and Vimeo through the "Insert > Embed URL" option or by uploading video files directly with a 100MB limit using the "Insert > Video" feature. - [The rich text editor](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/edit-task/how-can-i-use-tallyfys-rich-text-editor-for-tasks/index.md): Tallyfy's rich text editor functions as a built-in word processor that allows formatting text adding images videos and dynamic content while enabling the creation of pre-filled email links through HTML mode and variables for streamlined workflow communication. - [Assign members or guests after launching](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/edit-task/how-can-i-assign-members-to-tasks-in-tallyfy/index.md): Task assignment in Tallyfy can be done during template creation process launch or while processes are running with options to assign specific members groups guests or job titles and includes settings for automatic launcher assignment and completion restrictions. ### Processes - [Export process to CSV](https://tallyfy.com/products/pro/tracking-and-tasks/processes/how-can-i-export-tallyfy-processes-to-csv/index.md): Tallyfy allows users to export running process data to CSV format through the process settings panel for external analysis reporting and data backup in spreadsheet applications. - [Commenting processes](https://tallyfy.com/products/pro/tracking-and-tasks/processes/how-can-i-manage-comments-in-tallyfy/index.md): Process comments in Tallyfy enable team discussions about the overall workflow with features for adding editing and deleting comments using @mentions and maintaining a permanent history that stays separate from individual task-level communications. - [Share a process](https://tallyfy.com/products/pro/tracking-and-tasks/processes/make-a-process-public/index.md): Administrators can make running processes visible to outsiders by enabling a public link setting that allows external stakeholders to view process progress in real-time without modification abilities while maintaining complete security control over what information gets shared. - [Process lifecycle management](https://tallyfy.com/products/pro/tracking-and-tasks/processes/process-lifecycle-management/index.md): Tallyfy process lifecycle management involves five phases - create templates with logical organization and detailed instructions, launch customized instances with proper context, execute tasks sequentially, monitor progress through tracker views to catch issues early, and complete processes while analyzing data for continuous improvement. - [Edit processes](https://tallyfy.com/products/pro/tracking-and-tasks/processes/edit-processes/index.md): Running processes can be modified after launch by adding tasks changing assignees or due dates renaming the process instance and archiving completed runs while preserving the original template structure. ### Edit processes - [Add tasks to active processes](https://tallyfy.com/products/pro/tracking-and-tasks/processes/edit-processes/how-can-i-add-tasks-to-active-processes-on-tallyfy/index.md): Tallyfy allows users to dynamically add tasks to running processes through direct task creation within the process view or by linking existing one-off tasks to active workflows providing essential flexibility for evolving requirements without modifying original templates. - [Delete a process](https://tallyfy.com/products/pro/tracking-and-tasks/processes/edit-processes/how-can-i-delete-a-process-in-tallyfy/index.md): In Tallyfy you must first archive a process before you can permanently delete it by filtering for archived processes in the Tracker view and clicking the delete button with confirmation. - [Auto-name a process](https://tallyfy.com/products/pro/tracking-and-tasks/processes/edit-processes/how-can-i-auto-name-a-process-in-tallyfy/index.md): Auto-naming in Tallyfy automatically generates consistent process names by pulling values from required kick-off form fields eliminating the chaos of manual naming and creating searchable professional process titles that follow your defined pattern. - [Edit tasks and process properties](https://tallyfy.com/products/pro/tracking-and-tasks/processes/edit-processes/how-can-i-edit-tasks-and-processes-in-tallyfy/index.md): Running processes in Tallyfy can be modified after launch through the Settings panel where users can change the process name owner deadline tags folder location and notes while also accessing options to archive export or delete the process depending on their permissions and role. - [Rename a process](https://tallyfy.com/products/pro/tracking-and-tasks/processes/edit-processes/how-can-i-rename-a-process-in-tallyfy/index.md): Running process names can be changed after launch by clicking directly on the process name at the top of the process view and typing a new name then pressing Enter to save. - [Add process notes](https://tallyfy.com/products/pro/tracking-and-tasks/processes/edit-processes/how-to-add-process-notes/index.md): Process notes in Tallyfy serve as a centralized hub for critical information files and links that remain visible across all tasks in a process run ensuring consistent access to essential context and resources for all participants throughout the workflow. ### Integrations - [Extract tasks from meetings](https://tallyfy.com/products/pro/integrations/extract-tasks-from-meetings/index.md): Tallyfy is developing an AI-powered feature that automatically converts meeting recordings into actionable tasks by transcribing conversations identifying task assignments through voice recognition and creating structured tasks with full context while using a Draft state review system to ensure accuracy before tasks become active. - [Handling idempotency](https://tallyfy.com/products/pro/integrations/handling-idempotency-in-webhooks-and-api/index.md): Idempotency ensures integrations handle duplicate events gracefully by preventing the same action from being processed multiple times even when webhooks fire repeatedly or external systems send duplicate requests. - [Tallyfy Analytics](https://tallyfy.com/products/pro/integrations/analytics/index.md): Tallyfy Analytics is an add-on service that copies workflow data to a dedicated analytical infrastructure enabling users to connect business intelligence tools like Tableau and Power BI for custom reporting advanced SQL queries trend analysis and deep process insights through secure Amazon Athena integration. - [Authentication and SSO](https://tallyfy.com/products/pro/integrations/authentication/index.md): Tallyfy offers free SSO integration with enterprise identity providers like Microsoft Entra ID Google Workspace Okta OneLogin and JumpCloud allowing teams to use corporate credentials for secure authentication while also enabling SSO-based approvals as a cost-effective alternative to traditional e-signature solutions for internal company processes. - [Azure translation services](https://tallyfy.com/products/pro/integrations/azure-translation/index.md): Tallyfy offers two translation features to support global teams: UI language customization for interface elements and Azure AI-powered automatic content translation for user-generated text that requires administrator setup with Microsoft Azure Cognitive Services. - [BYO AI (Bring Your Own AI)](https://tallyfy.com/products/pro/integrations/byo-ai/index.md): Tallyfy's BYO AI framework connects existing AI subscriptions like ChatGPT Plus or Claude Pro directly into workflows through secure OAuth authentication enabling automated task completion document processing and decision support without requiring prompt engineering skills. - [Document management](https://tallyfy.com/products/pro/integrations/document-management/index.md): Tallyfy can integrate with existing document management systems to handle workflow orchestration while maintaining your current security protocols and document storage solutions. - [Business systems integrations](https://tallyfy.com/products/pro/integrations/business-systems/index.md): Tallyfy bridges the execution gap in business operating systems by transforming documented processes into trackable workflows that provide real-time visibility and accountability while supporting frameworks like EOS Scaling Up Lean Six Sigma and Agile methodologies. - [Computer AI agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/index.md): Computer AI Agents are software programs that can see interpret and interact with any screen interface using visual perception and natural language instructions to automate browser-based tasks while Tallyfy provides workflow orchestration structure and transparency around these AI-powered automation capabilities. - [Middleware](https://tallyfy.com/products/pro/integrations/middleware/index.md): Middleware platforms like Zapier Make and Power Automate enable non-technical users to automatically connect Tallyfy with other business applications through visual drag-and-drop interfaces without requiring any coding expertise. - [MCP server](https://tallyfy.com/products/pro/integrations/mcp-server/index.md): Tallyfy's MCP Server enables natural language interaction with workflows through AI assistants by providing tools for searching tasks and processes managing users and templates analyzing workflow health and creating automation rules without requiring API knowledge. - [Open API](https://tallyfy.com/products/pro/integrations/open-api/index.md): The Tallyfy REST API enables developers to build custom integrations with full platform functionality through three authentication methods (user tokens application tokens and OAuth) while providing comprehensive access to process management task operations user administration and data export capabilities with standard JSON responses and reasonable rate limits. - [Actions within emails](https://tallyfy.com/products/pro/integrations/interactive-email-actions/index.md): Tallyfy is exploring interactive email actions that would allow users to complete tasks directly within their email inbox using Microsoft Actionable Messages for Outlook and Gmail Markup Actions for Gmail without switching between applications. - [Vendors](https://tallyfy.com/products/pro/integrations/vendors/index.md): Tallyfy offers native vendor integrations that provide direct pre-built connections to specific third-party applications with simplified setup optimized performance and maintained compatibility eliminating the need for middleware platforms or custom development. - [Email and SMTP](https://tallyfy.com/products/pro/integrations/email/index.md): Tallyfy provides comprehensive email integration through custom SMTP configuration Gmail add-on functionality automated notification management and interactive email actions development to streamline workflow communication and task management directly within existing email platforms. - [Webhooks](https://tallyfy.com/products/pro/integrations/webhooks/index.md): Tallyfy webhooks enable real-time system integration by automatically sending structured JSON messages to external systems whenever specific workflow events occur eliminating the need for constant polling and transforming Tallyfy into a reactive automation hub that triggers immediate actions across your entire technology ecosystem. - [Robotics](https://tallyfy.com/products/pro/integrations/robotics/index.md): This section explores robotics workflow management challenges including communication protocols like OPC UA and ROS integration architecture security requirements human-robot collaboration patterns safety compliance technical readiness organizational considerations and industry applications across manufacturing logistics healthcare and food sectors while addressing protocol complexity network security latency sensitivity and legacy system limitations. ### Analytics - [How Tallyfy Analytics works](https://tallyfy.com/products/pro/integrations/analytics/how-does-tallyfy-analytics-process-my-data/index.md): Tallyfy Analytics transforms workflow data through a five-step process of event detection data extraction format conversion to Apache Parquet secure storage in Amazon S3 and credential provisioning for seamless integration with business intelligence tools like Power BI and Tableau. - [CSV file structure](https://tallyfy.com/products/pro/integrations/analytics/how-is-the-csv-file-structured-in-tallyfy/index.md): The CSV export feature allows users to extract complete process data including 48 columns of tasks form answers and comments into a spreadsheet format through the process settings panel for external analysis and reporting. - [Measure reading engagement with Google Analytics or Mixpanel](https://tallyfy.com/products/pro/integrations/analytics/how-to-set-up-google-analytics-integration-on-tallyfy/index.md): Tallyfy integrates with analytics tools like Google Analytics and Mixpanel to track and analyze process usage patterns team engagement and workflow performance through custom dimensions and event tracking. - [Why use BI platforms vs. native analytics?](https://tallyfy.com/products/pro/integrations/analytics/why-use-a-dedicated-bi-platform-with-tallyfy/index.md): Tallyfy integrates with specialized BI platforms like Power BI and Tableau instead of building native analytics to leverage advanced visualization capabilities combine workflow data with other business systems maintain platform flexibility and enable organizations to use existing analytics investments and expertise. - [Power BI](https://tallyfy.com/products/pro/integrations/analytics/powerbi/index.md): Power BI integration transforms Tallyfy workflow data into interactive visualizations and actionable insights through Amazon Athena connectivity enabling process optimization team performance analysis and executive reporting with real-time data access and customizable dashboards. - [Looker](https://tallyfy.com/products/pro/integrations/analytics/looker/index.md): Looker integrates with Tallyfy Analytics through Amazon Athena to transform workflow data into interactive dashboards and embedded analytics that enable teams to explore process insights answer business questions and monitor performance in real-time without requiring technical expertise. - [Tableau](https://tallyfy.com/products/pro/integrations/analytics/tableau/index.md): Tableau integration enhances Tallyfy Analytics by offering extensive data visualization tools for creating interactive dashboards and reports to analyze workflow performance through direct connectivity with Amazon Athena. - [Sigma Computing](https://tallyfy.com/products/pro/integrations/analytics/sigma/index.md): Sigma Computing is a cloud-native analytics platform that provides spreadsheet-like data exploration capabilities but currently does not support direct connections to AWS Athena which powers Tallyfy Analytics. ### Looker - [Connecting Looker to analytics data](https://tallyfy.com/products/pro/integrations/analytics/looker/how-to-connect-looker-to-tallyfy-data/index.md): This comprehensive guide demonstrates connecting Looker's enterprise BI platform to Tallyfy workflow data through Amazon Athena with step-by-step setup instructions driver installation connection configuration performance optimization and advanced dashboard creation capabilities. - [Connecting Looker Studio to analytics data](https://tallyfy.com/products/pro/integrations/analytics/looker/how-to-connect-looker-studio-to-tallyfy-data/index.md): Looker Studio connects to Tallyfy workflow data through third-party connectors like CData or OWOX in 10-15 minutes enabling users to create free shareable dashboards and reports from their analytics data without requiring enterprise BI platform subscriptions. ### Powerbi - [Connect Power BI](https://tallyfy.com/products/pro/integrations/analytics/powerbi/how-to-analyze-tallyfy-workflows-with-power-bi/index.md): Power BI integrates with Tallyfy Analytics through Amazon Athena using ODBC drivers and Access Key authentication to create interactive dashboards and automated reports from workflow data with connection setup taking approximately 15 minutes. ### Tableau - [Connecting Tableau to analytics data](https://tallyfy.com/products/pro/integrations/analytics/tableau/how-can-i-connect-tableau-to-my-tallyfy-data/index.md): Tableau connects to Tallyfy data through Amazon Athena using Access Key authentication and JDBC drivers allowing users to create visual dashboards from workflow data in approximately 15 minutes. - [Troubleshoot issues](https://tallyfy.com/products/pro/integrations/analytics/tableau/how-to-troubleshoot-data-connection-issues-in-tallyfy/index.md): Setting up reliable Tableau connections to Tallyfy Analytics requires using Access Key authentication while following proper data connection protocols and implementing preventive maintenance steps to avoid disruptions. - [Sample Tableau visualizations](https://tallyfy.com/products/pro/integrations/analytics/tableau/sample-tableau-visualizations/index.md): Tableau visualizations for Tallyfy Analytics help businesses analyze workflow performance through ten ready-to-use charts that track task completion rates user timeliness workload distribution process usage patterns and identify bottlenecks for data-driven process optimization. - [Share a Tableau workbook](https://tallyfy.com/products/pro/integrations/analytics/tableau/share-workbook-without-data/index.md): A comprehensive walkthrough detailing multiple secure methods for sharing Tableau workbooks while protecting sensitive data through disconnecting data sources filtering extracts or utilizing enterprise sharing platforms. ### Sigma - [Alternatives for spreadsheet-style analytics](https://tallyfy.com/products/pro/integrations/analytics/sigma/alternatives-for-tallyfy-analytics/index.md): This guide explores alternative solutions to Sigma Computing for analyzing Tallyfy Analytics data including Power BI with Excel integration Tableau with data source filters and AWS QuickSight with parameterized dashboards while providing implementation strategies and decision frameworks to help organizations choose the best spreadsheet-style analytics approach. - [Connection limitations and alternatives](https://tallyfy.com/products/pro/integrations/analytics/sigma/current-connection-limitations/index.md): Understanding why Sigma Computing cannot directly connect to Tallyfy Analytics and exploring alternative approaches for data visualization and analysis including workarounds and recommended BI tools. ### Authentication - [Integrate JumpCloud SSO](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-jumpcloud-samlsso-with-tallyfy/index.md): JumpCloud SAML/SSO integration with Tallyfy enables automatic user authentication and account creation through a collaborative 30-minute setup process that involves creating a custom SAML application in JumpCloud configuring service provider settings and attribute mappings then exchanging metadata with Tallyfy Support to enable seamless single sign-on with just-in-time user provisioning. - [Integrate Microsoft Entra ID SSO](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-azure-ad-samlsso-with-tallyfy/index.md): Microsoft Entra ID SSO integration with Tallyfy provides seamless single sign-on authentication and automatic user provisioning through a collaborative 30-minute setup process that involves creating an enterprise application configuring SAML settings and coordinating with Tallyfy Support to exchange configuration details. - [Integrate Okta SSO](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-okta-samlsso-with-tallyfy/index.md): Okta SAML/SSO integration with Tallyfy enables automatic user authentication and account creation through a three-phase setup process involving creating an Okta SAML application configuring settings in both systems and coordinating with Tallyfy Support to exchange configuration metadata for seamless single sign-on within 30 minutes. - [Integrate Google Workspace](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-google-suite-samlsso-with-tallyfy/index.md): Google Workspace integrates with Tallyfy through SAML-based single sign-on by creating a custom SAML application in Google Admin console configuring identity provider details and attribute mapping then working with Tallyfy Support to complete the setup for automatic user authentication and provisioning. - [Integrate OneLogin SSO](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-onelogin-samlsso-with-tallyfy/index.md): OneLogin SAML/SSO integration with Tallyfy enables automatic user authentication through OneLogin credentials via a collaborative setup process that involves creating a SAML application connector configuring authentication settings and working with Tallyfy Support to exchange configuration details for seamless single sign-on with automatic user provisioning. ### Azure translation - [Translation requirements for process documentation](https://tallyfy.com/products/pro/integrations/azure-translation/global-workplace-language-requirements/index.md): Multinational organizations must navigate complex language requirements for workplace documentation across different jurisdictions with varying levels of mandatory translation ranging from strict legal mandates in countries like France Belgium Quebec UAE and Saudi Arabia to recommended practices in regions like Germany Netherlands and most English-speaking nations while ensuring employee comprehension of safety procedures and rights regardless of local legal requirements. - [How to use content translation](https://tallyfy.com/products/pro/integrations/azure-translation/how-to-use-content-translation/index.md): Tallyfy's content translation feature uses Microsoft Azure AI to automatically translate user-generated text in real-time allowing multilingual teams to collaborate seamlessly by viewing process descriptions form field answers comments and instructions in their preferred language while maintaining the original interface elements. - [How to set up Azure Cognitive AI integration](https://tallyfy.com/products/pro/integrations/azure-translation/how-to-set-up-azure-cognitive-ai-integration/index.md): This comprehensive guide walks you through setting up Microsoft Azure Cognitive Services integration with Tallyfy for automated content translation including creating an Azure account configuring translation resources retrieving API credentials and enabling multilingual collaboration features. ### Byo ai - [Claude integration](https://tallyfy.com/products/pro/integrations/byo-ai/claude-integration/index.md): Tallyfy integrates with your existing Claude Pro or Team subscription through MCP servers and OAuth2 authentication to provide advanced AI-powered workflow automation with sophisticated analysis and reasoning capabilities for complex business tasks. - [ChatGPT integration](https://tallyfy.com/products/pro/integrations/byo-ai/chatgpt-integration/index.md): ChatGPT Plus or Team subscriptions can be integrated with Tallyfy through GPT Actions and OAuth2 authentication to automatically read task data process it according to custom instructions and complete workflow tasks without requiring API keys or coding. - [Microsoft Copilot integration](https://tallyfy.com/products/pro/integrations/byo-ai/microsoft-copilot-integration/index.md): Microsoft 365 Copilot transforms into a workflow automation powerhouse when integrated with Tallyfy through API plugins and enterprise OAuth2 bringing full Microsoft ecosystem context including emails documents Teams conversations and SharePoint data directly into automated workflows while maintaining organizational security policies and compliance boundaries. ### Business systems - [EOS integration and process component support](https://tallyfy.com/products/pro/integrations/business-systems/eos-integration/index.md): Tallyfy bridges the critical execution gap in EOS implementations by transforming documented processes from the often-neglected Process Component into trackable real-time workflows that provide accountability visibility and data-driven insights while integrating seamlessly with existing EOS tools and methodologies. ### Computer ai agents - [Local computer use agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/local-computer-use-agents/index.md): Tallyfy leads the revolution in running Computer Use Agents completely offline on local hardware while maintaining complete privacy zero latency and no token costs through specialized solutions that deploy AI systems entirely on properly equipped laptops and computers solving every major limitation of cloud-based agents including privacy concerns internet dependency API costs and latency issues. - [RPA vs. computer AI agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/rpa-vs-computer-use-agents/index.md): This comprehensive guide explains how RPA handles structured repetitive tasks through rule-based automation while Computer AI Agents use artificial intelligence to adaptively navigate dynamic web environments and unstructured data with Tallyfy orchestrating both automation types within unified business processes. - [AI agent vendors](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/index.md): The Computer AI Agent market offers both enterprise-ready solutions like OpenAI Operator Claude Computer Use and Twin.so alongside open-source alternatives like Skyvern and Manus AI each bringing unique strengths for different workflows from consumer tasks to developer automation with integration capabilities for handling mundane web-based processes. ### Vendors - [Claude computer use](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/claude-computer-use/index.md): Claude's Computer Use feature allows the AI to visually control desktop applications by taking screenshots and performing mouse and keyboard actions making it ideal for automating repetitive UI tasks when integrated with Tallyfy's workflow orchestration system. - [Manus AI agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/manus/index.md): Manus AI from Chinese startup Monica claims to be the world's first fully autonomous AI agent that launched March 6 2025 and can understand complex goals to deliver complete results through multi-agent collaboration while running asynchronously in the cloud but remains in limited beta access with mixed user feedback on reliability and performance despite impressive benchmark claims. - [OpenAI agent capabilities](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/openai-chatgpt-agent/index.md): OpenAI's agent capabilities integrate with Tallyfy to automate workflow tasks through browser automation web search and document processing using the Responses API Agents SDK and Computer Use model while requiring careful task design and human fallbacks for complex processes. - [Skyvern AI agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/skyvern/index.md): Skyvern automates browser workflows using LLMs and computer vision with an 85.8% accuracy rate on the WebVoyager benchmark and offers both open-source self-hosting and cloud deployment options for integrating with Tallyfy to handle mundane web-based tasks through its three-agent architecture that adapts to website changes without breaking like traditional RPA scripts. - [Twin.so AI agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/twin/index.md): Twin.so builds AI agents that automate web browser tasks through direct website interaction without requiring APIs and currently serves over 500,000 European SMB customers through their Invoice Operator product while focusing on enterprise partnerships rather than self-service integration with platforms like Tallyfy. ### Middleware - [Stream data to a spreadsheet](https://tallyfy.com/products/pro/integrations/middleware/how-can-i-export-form-fields-from-tallyfy-to-spreadsheet/index.md): Tallyfy automatically exports form field responses to spreadsheet applications like Google Sheets and Excel Online through middleware platforms such as Zapier Make or Power Automate enabling centralized data collection advanced reporting and seamless business tool integration. - [Integrate to your CRM or ERP](https://tallyfy.com/products/pro/integrations/middleware/integrate-into-crm/index.md): Tallyfy bridges the critical gap between CRM stages by orchestrating the dozens of micro-tasks that determine whether deals progress smoothly or stall through automated conditional workflows that handle complex operational processes CRMs cannot manage while connecting teams across systems and maintaining complete audit trails. - [Why use middleware?](https://tallyfy.com/products/pro/integrations/middleware/why-should-i-use-an-integration-platform-with-tallyfy/index.md): Middleware platforms like Zapier Make and Power Automate provide pre-built connectors automatic error handling and visual interfaces that eliminate months of custom API development while offering better maintenance and flexibility for connecting Tallyfy to other business applications. - [Celigo](https://tallyfy.com/products/pro/integrations/middleware/celigo/index.md): Tallyfy's native Celigo connector is under development to enable bidirectional workflow automation between Tallyfy and enterprise systems like NetSuite and Salesforce through process triggers task management and data synchronization capabilities. - [n8n](https://tallyfy.com/products/pro/integrations/middleware/n8n/index.md): N8n is an open-source workflow automation platform that connects Tallyfy with hundreds of business applications through visual workflows offering both cloud-hosted and self-hosted options with flexible HTTP Request and Webhook nodes for seamless integration without vendor lock-in. - [Workato](https://tallyfy.com/products/pro/integrations/middleware/workato/index.md): Tallyfy is developing a native Workato connector that will enable enterprise-scale workflow automation by connecting business systems through bidirectional data flows process triggers and task orchestration while developers can currently build custom integrations using Workato's Connector SDK and Tallyfy's REST API. - [Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/index.md): Microsoft Power Automate serves as an integration bridge that connects Tallyfy's human-centric process management platform with Microsoft ecosystem applications and other business systems to automate data flows and system-to-system tasks while Tallyfy handles workflow management and process tracking. - [Zapier](https://tallyfy.com/products/pro/integrations/middleware/zapier/index.md): Tallyfy's Zapier integration enables automated workflows between Tallyfy and thousands of business applications by triggering processes completing tasks capturing form data synchronizing information and scheduling recurring workflows without requiring coding expertise. ### N8n - [Common n8n workflow examples](https://tallyfy.com/products/pro/integrations/middleware/n8n/common-n8n-workflow-examples/index.md): These n8n workflow examples demonstrate practical automation patterns for Tallyfy integration including CRM-triggered process launches form submission handling scheduled data collection document generation and AI-powered task routing with complete configuration details and best practices for error handling rate limiting and debugging. - [Connecting n8n](https://tallyfy.com/products/pro/integrations/middleware/n8n/connecting-n8n-to-tallyfy/index.md): N8n connects to Tallyfy in about 5 minutes using either a dedicated community-built node for instant setup covering 95% of use cases or HTTP Request nodes for maximum flexibility with both methods supporting authentication and real-time webhook integration across 60+ operations spanning 10 resources like processes tasks and users. - [n8n vs other middleware platforms](https://tallyfy.com/products/pro/integrations/middleware/n8n/n8n-vs-other-middleware-platforms/index.md): Compare n8n with Zapier Make Power Automate and other middleware platforms for Tallyfy integration focusing on features pricing flexibility and use cases. ### Workato - [Complete Tallyfy tasks from Workato](https://tallyfy.com/products/pro/integrations/middleware/workato/how-to-complete-tallyfy-tasks-from-workato/index.md): This guide demonstrates how to programmatically complete Tallyfy tasks from Workato recipes by using HTTP requests with task IDs and form field data to create automated cross-platform workflows triggered by external system events. - [Launch Tallyfy processes from Workato](https://tallyfy.com/products/pro/integrations/middleware/workato/how-to-launch-tallyfy-processes-from-workato/index.md): Workato can automatically trigger Tallyfy workflows through HTTP connectors when events occur in external systems like Salesforce or Zendesk by mapping trigger data to kick-off forms and handling the complete authentication and error management process. ### Power automate - [Automating Azure AD with Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/automating-azure-ad-with-power-automate/index.md): Power Automate can automate Azure Active Directory administrative tasks for managing Tallyfy members and access including user onboarding group membership management and compliance reporting through Azure AD connectors and Microsoft Graph API integration. - [Building approval workflows with Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/building-approval-workflows-with-power-automate/index.md): This guide explains how to use Power Automate's approval features to handle formal sign-offs that extend beyond Tallyfy's built-in task assignments by creating automated workflows that request approvals and update Tallyfy processes based on the outcomes. - [Connecting Power Automate to external data sources](https://tallyfy.com/products/pro/integrations/middleware/power-automate/connecting-power-automate-to-external-data/index.md): Power Automate enables seamless integration between Tallyfy processes and external data sources by connecting databases and Microsoft Forms while supporting data logging task automation and process initiation through user-friendly interfaces. - [Creating your first flow in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/creating-your-first-flow-in-power-automate/index.md): This comprehensive guide demonstrates how to create an automated Power Automate flow that monitors your Outlook inbox for specific emails and instantly creates corresponding tasks in Tallyfy using the connector with detailed configuration steps and testing procedures. - [Connect Tallyfy to Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/how-can-i-integrate-tallyfy-with-microsoft-power-automate/index.md): Learn how to connect Tallyfy to Microsoft Power Automate using the Tallyfy connector to enable workflow automation between Tallyfy and other services. - [Advanced conditions and expressions in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/advanced-conditions-and-expressions/index.md): Power Automate's advanced conditional techniques including expressions grouped logic and Switch controls enable sophisticated decision-making in Tallyfy workflows by handling complex data scenarios multiple conditions and edge cases that basic if-then logic cannot accommodate. - [Integrating Power Automate approvals with Microsoft Teams](https://tallyfy.com/products/pro/integrations/middleware/power-automate/integrating-power-automate-approvals-with-microsoft-teams/index.md): Integrating Power Automate approvals with Microsoft Teams centralizes Tallyfy approval notifications within Teams to reduce app switching and accelerate decision-making through interactive Adaptive Cards that enable instant approval responses. - [Introduction to RPA with Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/introduction-to-rpa-with-power-automate/index.md): Power Automate Desktop provides RPA capabilities to bridge Tallyfy with legacy desktop applications that lack APIs by automating UI interactions through software bots that click buttons type text and navigate menus just like humans would. - [Leveraging AI Builder in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/leveraging-ai-builder-in-power-automate/index.md): AI Builder empowers Power Automate flows to perform intelligent tasks like text recognition sentiment analysis and form processing while seamlessly integrating with Tallyfy workflows for enhanced automation capabilities and smarter business processes. - [Managing files with Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/managing-files-with-power-automate/index.md): Power Automate enables comprehensive file management for Tallyfy workflows by automating document creation sharing and archiving through connectors like SharePoint and OneDrive while supporting triggers for file events and actions for file operations to enhance process efficiency. - [Managing and monitoring power automate flows](https://tallyfy.com/products/pro/integrations/middleware/power-automate/managing-and-monitoring-power-automate-flows/index.md): A comprehensive guide to managing Power Automate flows through effective sharing collaboration monitoring troubleshooting and best practices for maintaining reliable Tallyfy automations in business operations. - [Triggering flows manually (button flows)](https://tallyfy.com/products/pro/integrations/middleware/power-automate/triggering-flows-manually-button-flows/index.md): Instant flows in Power Automate enable users to manually trigger Tallyfy actions like launching processes creating tasks and collecting data through button presses in mobile apps or web portals. - [Using conditional logic in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/using-conditional-logic-in-power-automate/index.md): Power Automate's conditional logic enables automated flows to make intelligent decisions based on Tallyfy data using IF-THEN structures Switch controls and nested conditions to create adaptive workflows that respond differently to various task statuses form field values and process conditions. - [Understanding Power Automate basics](https://tallyfy.com/products/pro/integrations/middleware/power-automate/understanding-power-automate-basics/index.md): Microsoft Power Automate enables workflow automation by connecting Tallyfy with various business applications through triggers and actions while Tallyfy manages human-centric processes and Power Automate handles system integrations and repetitive micro-tasks. - [Working with data operations and variables in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/working-with-data-operations-and-variables/index.md): Power Automate offers robust data handling capabilities including variables storage loops parsing and transformation features to effectively process and manipulate Tallyfy workflow information for automated business processes. - [Working with email automation in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/working-with-email-automation-in-power-automate/index.md): Power Automate enables email automation by monitoring shared mailboxes and triggering Tallyfy actions based on incoming emails while handling attachments and sending automated notifications for streamlined workflow management. ### Zapier - [Tallyfy and Zapier](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-can-i-improve-task-management-with-tallyfy/index.md): Tallyfy and Zapier work together to create an effective task management system by combining human-driven process management with automated application connections that streamline workflows while maintaining accountability and human oversight. - [Automate monthly process launch with Zapier](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-automate-monthly-process-launch-with-zapier/index.md): Tallyfy processes can be automatically launched monthly using Zapier's scheduler trigger which connects to the Launch Process action allowing businesses to set up recurring workflows that run on the first day of each month without manual intervention. - [Automate tasks using Zapier](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-automate-tasks-in-tallyfy-using-zaps/index.md): You can automate task completion in Tallyfy using Zapier by setting up triggers that either complete tasks directly with known task IDs or first find tasks using template and process information before marking them complete through the Tallyfy API. - [Connect Tallyfy to Zapier](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-connect-your-tallyfy-account-to-zapier/index.md): This guide explains how to authenticate and establish a secure connection between your Tallyfy account and Zapier platform by obtaining your Organization ID from Tallyfy settings and configuring the connection in Zapier to enable automated workflow integrations. - [Action to 'Launch Process'](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-customize-your-tallyfy-zap-for-launch-process/index.md): This guide demonstrates how to customize Zapier automation to automatically launch Tallyfy processes from various triggers like CRM updates or form submissions while providing configuration options for process names assignees deadlines and data mapping. - [Troubleshooting Tallyfy-Zapier integration issues](https://tallyfy.com/products/pro/integrations/middleware/zapier/zapier-integration-troubleshooting/index.md): Tallyfy-Zapier integration problems can be resolved through systematic troubleshooting of authentication credentials connection settings webhook configurations trigger mappings and field formatting while following best practices for reliable workflow automation between applications. ### Open api - [Combining RPA systems and human operators](https://tallyfy.com/products/pro/integrations/open-api/how-does-tallyfy-combine-rpa-systems-and-human-operators/index.md): Tallyfy serves as an orchestration layer that seamlessly connects RPA systems with human workflows to create comprehensive end-to-end process automation while maintaining complete visibility and accountability across both automated and manual tasks. - [API integration guide](https://tallyfy.com/products/pro/integrations/open-api/how-to-integrate-with-tallyfy-using-api/index.md): Tallyfy provides a REST API for workflow integration with external applications that uses different terminology than the UI (Checklists for Blueprints and Runs for Processes) and requires specific authentication headers with support for both user-based personal access tokens and OAuth application-based authentication including token refresh capabilities and multi-organization context handling. - [API usage as a third-party application instead of a user](https://tallyfy.com/products/pro/integrations/open-api/access-api-as-a-third-party-application-instead-of-a-user/index.md): Third-party applications can integrate with Tallyfy using OAuth 2.0 client credentials flow to embed workflow functionality by obtaining client credentials from Tallyfy support then requesting application tokens to provision users and generate user-specific tokens for making API calls on behalf of users within their organization. - [Sniff API calls using Chrome](https://tallyfy.com/products/pro/integrations/open-api/how-to-sniff-api-calls-using-chrome/index.md): This guide demonstrates how to use Chrome DevTools to monitor and analyze Tallyfy API calls by inspecting network traffic enabling developers to understand the platform's backend communication and implement their own integrations with proper authentication headers and request structures. - [OAuth authorization flow for third-party applications](https://tallyfy.com/products/pro/integrations/open-api/oauth-authorization-flow/index.md): This guide demonstrates implementing OAuth 2.0 authorization flow for third-party applications to authenticate with Tallyfy without exposing user credentials through a secure redirect-based process that returns access tokens for API authentication. - [API code samples](https://tallyfy.com/products/pro/integrations/open-api/code-samples/index.md): The Tallyfy REST API documentation provides code samples across multiple programming languages for integrating with the platform using proper authentication headers and base URL endpoints. - [API clients](https://tallyfy.com/products/pro/integrations/open-api/api-clients/index.md): Tallyfy's REST API supports popular development tools like Postman to help developers test endpoints interactively explore the API generate code snippets and debug authentication issues with comprehensive guides covering authentication templates processes and advanced integration patterns. ### Code samples - [Authentication methods](https://tallyfy.com/products/pro/integrations/open-api/code-samples/authentication/index.md): The Tallyfy API requires proper authentication through personal access tokens or OAuth flow along with specific headers to enable secure platform access and custom integrations. - [Managing files](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/index.md): The API enables file management functionalities including uploading downloading getting metadata and removing files associated with tasks or kick-off forms. - [Managing groups](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/index.md): API endpoints enable management of organizational groups through creating listing updating and deleting functionalities while organizing members and guests for various tasks. - [Managing members (Users)](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/index.md): The API enables organizations to manage their registered users through functionalities like inviting listing updating and removing members along with their roles and profiles. - [Managing tags](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/index.md): The API enables comprehensive tag management by allowing users to create list retrieve update and archive tags for organizing templates processes tasks and steps. - [Managing tasks](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/index.md): The API enables comprehensive task management through listing retrieving creating updating and controlling individual work units within process runs or as standalone operations. - [Managing processes (Runs)](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/index.md): The API facilitates process management by enabling users to launch retrieve update and control the lifecycle of running instances while providing integration capabilities for tasks templates and organizational tags. - [Managing guests](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/index.md): External users can access and complete specific assigned tasks through unique links without requiring full system accounts while organizations maintain control over process visibility and data security. - [Managing templates (blueprints)](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/index.md): API endpoints enable managing process templates through actions like creating retrieving updating publishing exporting and deleting template definitions in an organization. ### Authentication - [Use the Client Credentials Flow](https://tallyfy.com/products/pro/integrations/open-api/code-samples/authentication/client-credentials-flow/index.md): The OAuth 2.0 Client Credentials flow enables machine-to-machine authentication for third-party applications requiring manual setup by Tallyfy Support with client credentials that generate application-level tokens for system operations and optional user-specific tokens for acting as individual users with both token types expiring after one hour. - [Get & use a personal access token](https://tallyfy.com/products/pro/integrations/open-api/code-samples/authentication/personal-access-token/index.md): The Tallyfy API uses personal access tokens for authentication which requires including the token in the Authorization header along with Accept and X-Tallyfy-Client headers for all API requests with tokens being invalidated upon logout. ### Files - [Delete file](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/delete-file/index.md): A DELETE endpoint that removes uploaded files from tasks or kick-off forms by making authorized requests to either /organizations/{org_id}/file/{asset_id} or /organizations/{org}/assets/{assetID} endpoints and returns a 200 OK status code upon successful deletion. - [Download file](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/download-file/index.md): The API provides two endpoints for retrieving file content with GET requests that return raw file data rather than JSON where one displays files inline and the other forces download as attachment with proper Content-Type and Content-Disposition headers for filename handling. - [Get file metadata](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/get-file-metadata/index.md): The GET endpoint allows retrieval of file metadata including filename upload date and related object details by providing organization ID and asset ID in the request URL path. - [Upload & attach file](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/upload-attach-file/index.md): The Tallyfy API enables file uploads to form fields through a two-step process where files are first uploaded to get an asset reference then attached to specific task or kick-off form fields using that reference. ### Groups - [Create group](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/create-group/index.md): A POST endpoint that creates organizational groups by accepting JSON data containing group name description members and guests while providing code samples in multiple programming languages and returning the newly created group details. - [Delete group](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/delete-group/index.md): A DELETE endpoint removes organizational groups while maintaining individual member and guest accounts by requiring authentication headers and returning status codes 200 or 204 upon successful deletion. - [Get group](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/get-group/index.md): The GET endpoint allows retrieving detailed information about a specific group within an organization using its unique ID through authenticated API requests with code examples in multiple programming languages. - [List groups](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/list-groups/index.md): The GET endpoint allows retrieving organization-specific groups with their details such as IDs names descriptions logos member lists and timestamps through authenticated API requests using various programming languages. - [Update group](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/update-group/index.md): The PUT endpoint allows updating a group's details including name description members and guests while returning the modified group data upon successful completion with appropriate status codes. ### Members - [Get member](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/get-member/index.md): The GET endpoint retrieves detailed profile information of an organization member including their personal details roles permissions and optional related data like stats assets or groups based on the provided user ID. - [Invite member](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/invite-member/index.md): Invite a new member to join your Tallyfy organization. - [List members](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/list-members/index.md): A comprehensive API endpoint documentation for retrieving organization members through various programming languages including authentication headers optional query parameters and response structure with sample code snippets. - [Update member role](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/update-member-role/index.md): A PUT endpoint that updates organization member roles with code examples in JavaScript Python Java and Go along with request headers body parameters and expected response format. - [Remove member](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/remove-member/index.md): The endpoint removes a member from a Tallyfy organization using a two-step deletion process where users must first be disabled before permanent deletion with optional task reassignment to other members. - [Update member](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/update-member/index.md): A PUT endpoint that modifies organization member profiles by accepting JSON data containing updated fields and returning the complete updated profile upon success. ### Tags - [Archive tag](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/archive-tag/index.md): A DELETE endpoint that enables archiving of organization tags by making them hidden while maintaining their data with authentication headers and code examples in multiple programming languages. - [Create tag](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/create-tag/index.md): A POST endpoint that creates organization tags with specified title and color properties through multiple programming language examples including JavaScript Python Java and Go. - [Get tag](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/get-tag/index.md): The GET endpoint enables retrieval of specific tag details through unique IDs with optional related data inclusion and returns a JSON response containing tag information along with error handling for invalid requests or permissions. - [List tags](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/list-tags/index.md): The GET endpoint allows retrieval of organizational tags with optional filtering and sorting capabilities returning tag details such as ID title color and usage statistics through authenticated API requests. - [Update tag](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/update-tag/index.md): The PUT endpoint enables updating an existing tag's properties like title and color within an organization by sending a JSON request with the new values and receiving the updated tag details in response. ### Tasks - [Archive task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/archive-task/index.md): A DELETE endpoint that archives standalone tasks by hiding them from default views while preserving data for potential future restoration through authenticated API requests and returns 200 or 204 status codes upon success. - [Complete task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/complete-task/index.md): An API endpoint marks tasks as complete through POST requests requiring task ID with optional approval status and form field values while supporting both process-based and standalone tasks through different URL structures. - [Create one-off task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/create-task/index.md): The POST endpoint enables creation of standalone tasks with customizable fields like name description assignees deadline and tags through authenticated API requests that return task details upon successful creation. - [Delete task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/delete-task/index.md): A DELETE endpoint permanently removes standalone tasks while preserving process-related tasks that can only be deleted through their parent process run deletion. - [Get task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/get-task/index.md): A GET endpoint retrieves detailed task information including status owners deadlines and form fields through unique organization and task IDs with support for optional related data inclusion in multiple programming languages. - [List organization tasks](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/list-org-tasks/index.md): The GET endpoint retrieves and filters tasks across processes within an organization offering extensive customization through query parameters and returns detailed task information with pagination support. - [List process tasks](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/list-process-tasks/index.md): The GET endpoint allows retrieval of task lists associated with a specific process run through authorization headers and optional query parameters for filtering sorting and pagination functionality. - [Reopen task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/reopen-task/index.md): The endpoint allows reopening completed tasks by using DELETE requests to restore them to an active state with proper authentication headers and supports both process-run tasks and standalone one-off tasks through distinct URL patterns. - [Update task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/update-task/index.md): The endpoint updates existing Tallyfy tasks using PUT requests with JSON payloads containing modified fields like title summary deadline assignees and form field values where assignee updates replace the entire list rather than adding to it. ### Processes - [Archive process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/archive-process/index.md): A DELETE endpoint archives process instances by hiding them from default views while retaining data for future restoration through authenticated API requests requiring organization and run IDs. - [Activate process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/activate-process/index.md): A PUT endpoint restores previously archived process instances by removing the archived timestamp and updating the status to make them active again in the system. - [Delete process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/delete-process/index.md): The DELETE endpoint permanently removes a process run instance and its associated data including tasks comments and form values with no option for recovery. - [Get activity feed for a process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/get-process-activity/index.md): The Tallyfy API activity feed endpoint provides comprehensive audit trails for process activities including task completions comments status changes assignments and system events through GET requests with various filtering options for entity types verbs actors and timestamps enabling programmatic export and compliance reporting capabilities. - [Get process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/get-process/index.md): A GET endpoint retrieves detailed information about a specific process run using organization and run IDs with optional parameters to include related data such as checklists tasks tags and form field values. - [Launch projects](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/launch-process-without-template/index.md): Tallyfy allows you to launch processes without predefined templates using the API parameter "separate_task_for_each_assignee: true" which creates an empty process container and individual tasks for each assignee enabling dynamic one-time workflows and AI-driven task creation. - [Launch process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/launch-process/index.md): The Launch Process API endpoint enables creation of new process instances by sending a POST request with template details task assignments and kick-off field data while supporting various programming languages for integration. - [List processes](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/list-processes/index.md): The GET endpoint retrieves process instances within organizations supporting extensive filtering options through query parameters and providing paginated results with detailed run information. - [Update process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/update-process/index.md): The PUT endpoint allows updating properties of a running process instance by sending a JSON payload with modified fields like name summary owner tags and form values through an authenticated request. ### Guests - [Create guest](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/create-guest/index.md): The POST endpoint creates guest users in an organization by accepting JSON data with required email and optional fields like name and company details while returning the newly created guest's information upon success. - [Delete guest](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/delete-guest/index.md): A DELETE endpoint that removes guest users from an organization by their email address and returns either a success status code or guest record details upon completion. - [Get guest](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/get-guest/index.md): A GET endpoint that retrieves specific guest user details within an organization using their email address while supporting multiple programming languages and optional query parameters for additional data inclusion. - [List guests](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/list-guests/index.md): The GET endpoint retrieves guest users from an organization with their details like email access history location information and optional statistics using various programming languages through authenticated API requests. - [Update guest](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/update-guest/index.md): The PUT endpoint allows modification of existing guest user details through their email address with updated information like name phone and company details while maintaining the original email address. ### Templates - [Create a template](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/create-template/index.md): This API endpoint enables creation of new process templates within organizations by sending a POST request with template configuration including title type ownership permissions and various customization options through multiple programming language implementations. - [Archive or delete template](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/delete-archive-template/index.md): The API supports template removal through archiving which retains data and permanent deletion which irreversibly removes all template information and its associated data. - [Get template](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/get-template/index.md): An API endpoint that retrieves detailed information about a specific process template using a GET request with optional parameters to include related data such as steps tags and folder hierarchies. - [Update template](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/update-template/index.md): Modify the details of an existing process template (blueprint). - [List templates](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/list-templates/index.md): An API endpoint documentation for retrieving process templates from organizations with code examples in JavaScript Python Java and Go along with details about request headers query parameters and response format. ### Api clients - [Getting started with Postman API testing](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/index.md): This guide shows how to set up Postman with Tallyfy's API for testing workflow automation endpoints including authentication configuration environment setup and common operations like launching processes and completing tasks. ### Postman - [Advanced patterns and testing](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/advanced-patterns/index.md): Advanced Postman workflows with Tallyfy's API scale from manual testing to automated workflow management using collection runners for bulk operations Newman for CI/CD integration monitors for scheduled checks environment switching for multi-organization testing performance tracking for bottleneck identification mock servers for resilient testing and comprehensive data-driven testing patterns. - [Authentication setup for Postman](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/authentication-setup/index.md): This comprehensive guide explains how to configure OAuth authentication in Postman for Tallyfy's API including setting up password grant type implementing automatic token refresh and avoiding common authentication pitfalls like missing the mandatory X-Tallyfy-Client header. - [Collection organization best practices](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/collection-organization/index.md) - [Task operations and automation](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/task-operations/index.md): The Tallyfy API enables comprehensive task management through endpoints for listing tasks by status or assignee completing tasks with form data handling file attachments managing assignments and implementing automation patterns like bulk operations conditional completion and escalation workflows. - [Working with templates and processes](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/templates-processes/index.md): Tallyfy processes can be launched from templates in Postman using template IDs with kick-off form data and member assignments through API endpoints that transform workflow blueprints into running instances with proper validation and tracking capabilities. - [Troubleshooting common issues](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/troubleshooting/index.md) ### Email - [Gmail add-on](https://tallyfy.com/products/pro/integrations/email/how-can-i-manage-my-tasks-with-tallyfys-gmail-add-on/index.md): The Tallyfy Gmail Add-on enables users to create tasks launch processes and track status directly from their Gmail inbox while maintaining email context and reducing app switching. - [Set up custom SMTP sending](https://tallyfy.com/products/pro/integrations/email/how-to-set-up-custom-smtp-in-tallyfy/index.md): A comprehensive guide on configuring a custom SMTP server in Tallyfy to handle outbound email communications with detailed setup instructions testing procedures and troubleshooting tips for successful implementation. - [Connect your email](https://tallyfy.com/products/pro/integrations/email/connect-your-email/index.md): The Connect Your Email feature allows users to send workflow emails directly from their personal Gmail or Outlook accounts instead of through Tallyfy's centralized system which improves deliverability and response rates by making emails appear more personal and trustworthy to recipients. ### Connect your email - [Google Workspace email connection](https://tallyfy.com/products/pro/integrations/email/connect-your-email/google-workspace/index.md): Google Workspace integration will enable sending workflow emails from user Gmail accounts through OAuth 2.0 with minimal permissions while maintaining security compliance and providing complete audit trails through standard Google consent processes. - [Microsoft Outlook email connection](https://tallyfy.com/products/pro/integrations/email/connect-your-email/outlook/index.md): Microsoft Outlook integration will use Graph API with delegated Mail.Send permissions to let users send workflow emails directly from their personal email addresses while maintaining full security compliance and respecting organizational policies. ### Webhooks - [Webhook scenarios](https://tallyfy.com/products/pro/integrations/webhooks/how-can-i-use-tallyfys-webhooks-feature/index.md): Tallyfy webhooks automatically send comprehensive JSON data to external systems when workflow events occur providing real-time integration capabilities that trigger immediate actions across your technology ecosystem while carrying all process information collected up to that specific point. - [Details about webhooks](https://tallyfy.com/products/pro/integrations/webhooks/how-to-set-up-webhooks-in-tallyfy/index.md): Tallyfy webhooks enable real-time workflow automation by sending JSON data to external systems when specific events occur with configuration options at both template and step levels including retry mechanisms security headers and integration examples for platforms like Slack. - [Send emails using webhooks](https://tallyfy.com/products/pro/integrations/webhooks/how-can-i-send-emails-using-webhooks-in-tallyfy/index.md): The system enables automatic custom email notifications through webhooks by connecting Tallyfy with middleware tools to trigger emails based on specific task completions or events within processes. - [Webhook payload structure](https://tallyfy.com/products/pro/integrations/webhooks/webhook-payload-structure/index.md): Tallyfy webhooks deliver comprehensive JSON payloads with different structures for process-level events (launches/completions) and task-level events (task completions) containing complete workflow data form fields guest access links and task assignment information to enable real-time integration with external systems. ### Robotics - [AppTronik Apollo integration](https://tallyfy.com/products/pro/integrations/robotics/apptronik/index.md): AppTronik's Apollo humanoid robot designed for industrial applications is currently in pilot deployment phase with Mercedes-Benz and GXO Logistics but faces workflow management gaps that Tallyfy could address through dynamic procedure querying centralized fleet knowledge sharing and automatic compliance documentation to enable enterprise-scale operations beyond static task programming. - [Boston Dynamics integration](https://tallyfy.com/products/pro/integrations/robotics/boston-dynamics/index.md): Boston Dynamics Spot robots deployed in over 1,500 locations worldwide primarily handle industrial inspection and monitoring through Orbit fleet management software but lack dynamic workflow integration capabilities that could enable cross-deployment knowledge sharing conditional mission logic and comprehensive compliance documentation for enterprise-scale autonomous operations. - [KUKA Robotics integration](https://tallyfy.com/products/pro/integrations/robotics/kuka/index.md): KUKA robots ranging from collaborative systems to heavy-duty 1300kg units can integrate with Tallyfy through OPC UA or KUKA.Connect protocols to add workflow management capabilities for procedure documentation process tracking audit trails and fleet visibility that complement their robust motion control and programming tools. - [Unitree Robotics integration](https://tallyfy.com/products/pro/integrations/robotics/unitree/index.md): Unitree Robotics manufactures quadruped and humanoid robots with SDK capabilities for various applications but lacks centralized workflow management and knowledge sharing capabilities that Tallyfy could provide through API integration enabling dynamic procedure management fleet-wide learning propagation and comprehensive compliance tracking for scalable robotic operations. - [Universal Robots integration](https://tallyfy.com/products/pro/integrations/robotics/universal-robots/index.md): Universal Robots cobots excel at hardware and local programming through PolyScope X but rely on static programs that create scaling nightmares for enterprise deployments where dynamic workflow management could enable robots to query procedures adapt to variants and maintain compliance across fleets rather than requiring manual USB updates to isolated controllers. ### Document management - [File request links](https://tallyfy.com/products/pro/integrations/document-management/file-request-links/index.md): File request links enable secure document collection from external users by generating unique upload URLs that allow anyone to submit files directly to your document management system without requiring account access or system permissions. ### File request links - [Box file requests](https://tallyfy.com/products/pro/integrations/document-management/file-request-links/box/index.md): Box File Request provides enterprise-grade security for collecting documents from anyone with advanced controls including identity verification email validation access controls and metadata collection making it ideal for regulated industries requiring Business plan or higher. - [Dropbox file requests](https://tallyfy.com/products/pro/integrations/document-management/file-request-links/dropbox/index.md): Dropbox file requests provide a simple way to collect documents for Tallyfy workflows by allowing anyone to upload files directly to your Dropbox folder without requiring an account while maintaining security and organization through unique unguessable URLs and customizable folder destinations. - [Google Drive file requests](https://tallyfy.com/products/pro/integrations/document-management/file-request-links/google-drive/index.md): Google Drive lacks native file request functionality but reliable workarounds exist through third-party tools like FileDrop and File Request Pro that create upload forms connecting to your Drive or using Google Forms with limitations requiring user authentication. - [SharePoint file requests](https://tallyfy.com/products/pro/integrations/document-management/file-request-links/sharepoint/index.md): SharePoint and OneDrive file requests enable secure document collection from external users without requiring Microsoft accounts through simple upload links that maintain compliance and security while integrating with existing Microsoft 365 environments. ### Mcp server - [Using Tallyfy MCP server with ChatGPT](https://tallyfy.com/products/pro/integrations/mcp-server/openai-chatgpt/index.md): ChatGPT Enterprise Team and Education users can now connect to Tallyfy workflows through MCP servers for natural language management with immediate value despite text-based UI limitations that restrict visual interactions and complex form handling while excelling at template search automation scenarios and process analysis. - [Using Tallyfy MCP server with Claude (text chat)](https://tallyfy.com/products/pro/integrations/mcp-server/claude-anthropic/index.md): Claude Desktop with Tallyfy's MCP server enables natural language workflow management through AI assistants with mature support that includes Desktop Extensions for one-click installation remote OAuth-authenticated servers and the industry's best coding performance making it ideal for task analysis process automation and documentation generation while requiring text-based interaction rather than visual interface control. - [Using SSO with MCP servers](https://tallyfy.com/products/pro/integrations/mcp-server/sso-authentication/index.md): SSO integration with Model Context Protocol servers creates unified authentication across enterprise AI tools by allowing users to authenticate once with corporate credentials and automatically access multiple integrated services without repeated login prompts. - [Using Tallyfy MCP server with Microsoft Copilot Studio](https://tallyfy.com/products/pro/integrations/mcp-server/microsoft-copilot-studio/index.md): Microsoft Copilot Studio provides enterprise-grade MCP support that connects Tallyfy's workflow automation with AI agents through the Power Platform ecosystem offering features like multi-agent orchestration VNet integration DLP policies and deep Microsoft tool integration while requiring additional setup complexity and licensing considerations compared to simpler MCP implementations. ### Vendors - [ADP Workforce Now](https://tallyfy.com/products/pro/integrations/vendors/adp-workforce-now/index.md): Tallyfy integrates with ADP Workforce Now to transform comprehensive HR data into intelligent automated workflows that orchestrate multi-department processes like onboarding approvals compliance tracking and operational coordination across your entire organization while maintaining ADP as your system of record. - [BambooHR](https://tallyfy.com/products/pro/integrations/vendors/bamboohr/index.md): Tallyfy is building a native BambooHR integration that syncs employee data in real-time to automate workflows like onboarding offboarding and organizational changes while offering immediate API-based connection options and marketplace partnership plans. - [Gusto](https://tallyfy.com/products/pro/integrations/vendors/gusto/index.md): Tallyfy is developing a native Gusto integration to automate HR and payroll workflows for small businesses by syncing employee data bidirectionally triggering workflows based on payroll events and automating onboarding processes while offering current API-based workarounds and guidance through their partnership approval process. - [ADP Run](https://tallyfy.com/products/pro/integrations/vendors/adp-run/index.md): Tallyfy integrates with ADP Run to automatically transform small business payroll and HR data into orchestrated workflows that handle everything from new hire onboarding to tax compliance without manual coordination. - [Insperity](https://tallyfy.com/products/pro/integrations/vendors/insperity/index.md): Insperity is a leading PEO that provides comprehensive HR outsourcing services for SMBs but offers limited integration capabilities with no public API access requiring creative workarounds like file-based data exchange and browser automation to connect with external systems like Tallyfy. - [HiBob](https://tallyfy.com/products/pro/integrations/vendors/hibob/index.md): Tallyfy integrates with HiBob to automatically orchestrate comprehensive people workflows triggered by HR platform events like new hires time-off requests and role changes while maintaining HiBob as the central people data platform. - [Loom](https://tallyfy.com/products/pro/integrations/vendors/loom/index.md): Tallyfy integrates with Loom to automatically transform video recordings into structured workflows that track acknowledgments responses and task completion ensuring video communication drives actual outcomes rather than just passive viewing. - [Namely](https://tallyfy.com/products/pro/integrations/vendors/namely/index.md): Namely is an all-in-one HR platform for mid-market companies that offers robust API access through partnership programs and provides comprehensive employee management capabilities with webhook support for real-time workflow automation. - [Justworks](https://tallyfy.com/products/pro/integrations/vendors/justworks/index.md): Tallyfy is building deep integration with Justworks to automatically sync employee data and trigger workflows based on HR events like hiring and terminations while eliminating manual data entry between your PEO platform and business processes. - [Paychex](https://tallyfy.com/products/pro/integrations/vendors/paychex/index.md): Tallyfy is building native integration with Paychex Flex to automatically sync payroll and HR data into intelligent workflows that orchestrate follow-up actions across organizations when payroll runs or employee statuses change. - [Paycom](https://tallyfy.com/products/pro/integrations/vendors/paycom/index.md): Tallyfy is planning to build a native integration with Paycom that will automatically sync employee data and manage workflow assignments by bridging HR information with daily work processes through real-time updates role mapping and organizational hierarchy synchronization. - [Paylocity](https://tallyfy.com/products/pro/integrations/vendors/paylocity/index.md): Tallyfy is building native integration with Paylocity to automatically transform HCM data into intelligent workflows that orchestrate the complete employee lifecycle from application to termination including automated onboarding payroll processing compliance tracking and IT provisioning without manual handoffs or compliance gaps. - [Slack](https://tallyfy.com/products/pro/integrations/vendors/slack/index.md): The Tallyfy Slack integration bridges team communication with workflow management by enabling direct task creation and process launching from Slack channels while providing real-time notifications and maintaining comprehensive tracking across both platforms. - [QuickBooks Payroll](https://tallyfy.com/products/pro/integrations/vendors/quickbooks-payroll/index.md): Tallyfy integrates with QuickBooks Payroll to automatically transform payroll data into intelligent workflows that handle expense approvals tax compliance employee onboarding and financial reconciliation ensuring accurate processing and complete compliance without manual intervention. - [Square Payroll](https://tallyfy.com/products/pro/integrations/vendors/square-payroll/index.md): Square Payroll integrates with Tallyfy to automate workforce management for small businesses already in the Square ecosystem but requires special API access approval and careful rate limit management while offering team member management labor tracking and timecard processing capabilities through restricted APIs. - [NetSuite](https://tallyfy.com/products/pro/integrations/vendors/netsuite/index.md): Tallyfy integrates with NetSuite SuitePeople to transform unified business data into automated workflows spanning HR finance and operations while maintaining NetSuite as your single source of truth. - [UKG Pro](https://tallyfy.com/products/pro/integrations/vendors/ukg-pro/index.md): Tallyfy integrates with UKG Pro to automatically transform workforce management data into intelligent workflows that handle scheduling changes leave requests overtime approvals and compliance tracking without manual intervention for complete workforce operations automation. - [Rippling](https://tallyfy.com/products/pro/integrations/vendors/rippling/index.md): Tallyfy integrates with Rippling to transform their unified workforce management platform into automated business workflows that orchestrate everything from equipment ordering to training schedules while Rippling handles core HR IT and finance operations. - [TriNet](https://tallyfy.com/products/pro/integrations/vendors/trinet/index.md): Tallyfy integrates with TriNet to automatically transform PEO data into orchestrated business workflows that handle employee onboarding compliance tracking and operational processes while eliminating manual coordination between HR systems and business operations. - [Microsoft Teams](https://tallyfy.com/products/pro/integrations/vendors/teams/index.md): Tallyfy integrates Microsoft Teams workflows by transforming team communication into structured processes where workflows are triggered from messages completed in channels and tracked without leaving the Teams collaboration environment. - [Workday](https://tallyfy.com/products/pro/integrations/vendors/workday/index.md): Tallyfy is building enterprise integration with Workday to automatically transform HCM and financial data into intelligent workflows that orchestrate downstream processes from IT provisioning to compliance tracking without manual intervention for Fortune 500 companies. - [Zenefits](https://tallyfy.com/products/pro/integrations/vendors/zenefits/index.md): Zenefits now part of TriNet is an all-in-one HR platform for small and medium businesses that offers comprehensive HR benefits payroll and compliance features but has restricted API access requiring approval processes that can take weeks to months making integration challenging compared to modern alternatives like unified API providers or file-based approaches. ### Documenting - [Documents](https://tallyfy.com/products/pro/documenting/documents/index.md): Document templates in Tallyfy provide standardized layouts for organizational policies and reference materials that maintain consistent formatting while allowing customization through editable fields unlike procedure templates which are designed for sequential workflows. - [Groups](https://tallyfy.com/products/pro/documenting/groups/index.md): Tallyfy groups enable efficient task assignment by organizing collections of people into reusable teams that automatically update membership when staff changes occur and allow mixed collaboration between internal members and external guests. - [Guests](https://tallyfy.com/products/pro/documenting/guests/index.md): Tallyfy guests enable external clients suppliers contractors and business partners to complete specific workflow tasks and forms through unique secure links without requiring full accounts while maintaining unlimited free access and ensuring all external participation is tracked as integrated parts of larger organizational workflows. - [Templates](https://tallyfy.com/products/pro/documenting/templates/index.md): Templates are reusable blueprints that transform business processes into self-driving workflows by capturing every step and decision point while automatically assigning tasks sending reminders and tracking progress to eliminate process variations and reduce completion time by 40%. - [Members](https://tallyfy.com/products/pro/documenting/members/index.md): Members in Tallyfy are people in your organization with account access who can be assigned one of three roles - Administrator with complete control Standard with full workflow capabilities or Light with task completion abilities - where Full roles (Administrator and Standard) count toward account limits while Light members are designed for basic task execution. ### Documents - [Add fields to documents](https://tallyfy.com/products/pro/documenting/documents/how-can-i-add-editable-fields-to-my-tallyfy-documents/index.md): Tallyfy document templates allow you to create smart forms with editable fields for names dates and text that maintain consistent formatting while letting users customize specific content areas through a simple interface that prevents formatting issues and ensures professional standardized documents every time. - [Digital signatures](https://tallyfy.com/products/pro/documenting/documents/how-can-i-automate-document-signing-with-tallyfy/index.md): Tallyfy automates document signing by connecting to e-signature services through middleware tools where completing a workflow step automatically sends documents for signing and saves teams 15-20 minutes per document with no manual work required. - [Create a table of contents](https://tallyfy.com/products/pro/documenting/documents/how-to-create-a-table-of-contents-in-tallyfy/index.md): Tallyfy automatically generates table of contents from your headings in documents and procedure templates with instant updates live navigation and zero maintenance required unlike traditional manual systems. - [Generate documents](https://tallyfy.com/products/pro/documenting/documents/how-to-generate-documents-from-form-fields/index.md): Tallyfy form data can automatically generate contracts reports or signature requests through middleware connections to document services like WebMerge or DocuSign taking about 15 minutes to configure and eliminating manual data copying between systems. - [Launch document templates](https://tallyfy.com/products/pro/documenting/documents/how-to-launch-and-use-document-templates/index.md): Creating document instances from templates in Tallyfy involves clicking Launch Document on template cards filling out a kick-off form with required information and then viewing or editing the generated document that merges template content with entered data. ### Groups - [Create and assign groups](https://tallyfy.com/products/pro/documenting/groups/how-to-manage-groups-and-assign-tasks-in-tallyfy/index.md): Tallyfy allows administrators to create groups by adding members and guests through Settings then assign these groups to tasks in process templates with options to control maximum assignees and dynamic assignment rules. ### Guests - [Assigning guests](https://tallyfy.com/products/pro/documenting/guests/guest-user-guide/index.md): Guest users in Tallyfy allow external collaborators like clients vendors and contractors to complete assigned tasks through secure email links without creating accounts or incurring costs while maintaining limited access to only their specific assigned work. - [The guest view](https://tallyfy.com/products/pro/documenting/guests/how-can-guests-monitor-their-processes-on-tallyfy/index.md): The guest dashboard serves as a personal command center where external users can view all assigned tasks across different processes access them through email links or a simple login page and complete work by filling forms uploading files commenting and tracking progress with clear visual indicators and status updates. - [Assign tasks to guests](https://tallyfy.com/products/pro/documenting/guests/how-can-i-assign-tasks-to-guest-users-in-tallyfy/index.md): Tallyfy allows you to assign tasks to guest users by simply entering their email address when assigning any task which sends them a secure link to complete their work without requiring an account creation. - [Re-open tasks as a guest](https://tallyfy.com/products/pro/documenting/guests/how-can-i-re-open-a-completed-guest-task/index.md): Members with Administrator or Standard permissions can re-open completed guest tasks by navigating to the process clicking the completed task and using the Re-Open button which automatically changes the status back to active and notifies the guest via email. - [Get a guest's unique link](https://tallyfy.com/products/pro/documenting/guests/how-to-find-a-guest-task-link-in-tallyfy/index.md): Guest task links are web addresses that allow external people to access specific tasks without creating a Tallyfy account and can be found either through the task menu or the main guest list in Settings. - [What is a guest](https://tallyfy.com/products/pro/documenting/guests/what-is-a-guest/index.md): Tallyfy guests are external collaborators like clients suppliers and contractors who complete specific workflow tasks through secure email links without needing accounts or paid seats while maintaining limited access only to their assigned tasks. ### Templates - [Auto-recording steps for SOPs](https://tallyfy.com/products/pro/documenting/templates/auto-recording-steps-for-sops/index.md): Free screen capture tools combined with Tallyfy's workflow engine provide everything needed to create comprehensive procedures without expensive proprietary documentation platforms that lock your content and only solve capturing steps rather than ensuring actual execution with tracking automation and performance analysis. - [Configure your template](https://tallyfy.com/products/pro/documenting/templates/config/index.md): Template settings in Tallyfy allow Members with Administrator role or Standard members with specific permissions to customize template functionality organization access rules and permissions through options for duplicating archiving printing organizing into folders adding descriptions and videos setting launch requirements and controlling who can edit view or start processes from the template. - [Create templates](https://tallyfy.com/products/pro/documenting/templates/create-template/index.md): Tallyfy offers three template creation methods including starting from scratch using AI assistance or uploading existing documents with templates serving as reusable blueprints that can reduce process time by 40% while AI optimization restructures content for better digital execution and exact import options preserve compliance requirements. - [Track activity](https://tallyfy.com/products/pro/documenting/templates/how-can-i-track-activities-on-my-tallyfy-templates/index.md): Template Activity streams provide comprehensive change tracking and audit capabilities by maintaining detailed logs of all template modifications including content changes field updates configuration adjustments and user interactions with access restricted to administrators authorized members and template owners. - [Sample templates](https://tallyfy.com/products/pro/documenting/templates/how-can-i-access-tallyfys-sample-templates/index.md): Tallyfy provides professionally designed sample templates across marketing HR product management finance sales IT and onboarding categories that can be quickly imported customized and organized to accelerate workflow implementation while following industry best practices. - [Duplicate a template](https://tallyfy.com/products/pro/documenting/templates/how-do-i-duplicate-a-template-on-tallyfy/index.md): Duplicating templates in Tallyfy is accomplished by clicking the More menu on any template card and selecting Duplicate which creates an exact copy ready for customization while preserving most settings except tags webhooks and internal IDs. - [Template tools](https://tallyfy.com/products/pro/documenting/templates/how-can-power-tools-enhance-my-tallyfy-experience/index.md): Template Tools provide batch processing capabilities for Tallyfy templates allowing users to perform bulk operations like step creation assignment deadline adjustments and template favoriting that transform hours of manual editing into seconds of automated changes. - [Convert BPMN into templates](https://tallyfy.com/products/pro/documenting/templates/how-to-convert-bpmn-patterns-into-tallyfy-templates/index.md): Tallyfy simplifies BPMN conversion by letting you recreate complex process diagrams as executable step-by-step workflows through an intuitive builder that requires no technical expertise while maintaining all the logical patterns of your original BPMN design. - [Publish a template](https://tallyfy.com/products/pro/documenting/templates/how-to-make-my-tallyfy-template-public/index.md): Tallyfy enables administrators and standard members to publish templates publicly on the internet allowing external stakeholders to view process structures without login credentials while maintaining security by keeping operational data and form responses private. - [Tags](https://tallyfy.com/products/pro/documenting/templates/how-to-manage-templates-and-processes-with-tags/index.md): Tags in Tallyfy function as flexible keywords that can be applied to multiple templates and processes simultaneously for enhanced organization and filtering capabilities beyond traditional folder structures. - [Acknowledgement of changes](https://tallyfy.com/products/pro/documenting/templates/how-to-request-bulk-acknowledgement-for-template/index.md): Tallyfy enables bulk acknowledgement by creating one-off tasks linked to document or procedure templates and assigning them to team members with the requirement that all assignees must complete their individual task instance before the overall task is marked as done. - [Import a template](https://tallyfy.com/products/pro/documenting/templates/import-feature/index.md): Tallyfy provides multiple template import methods including AI-powered document and flowchart conversion template copying between accounts API integration and Word document import capabilities to help organizations migrate existing processes into standardized digital workflows. - [Insert media](https://tallyfy.com/products/pro/documenting/templates/insert-media/index.md): Tallyfy allows users to enrich task descriptions by adding various media types including images videos files tables and links directly through the Insert button in the editor toolbar with support for uploads up to 100MB and embedding from external platforms. - [Using folders for templates](https://tallyfy.com/products/pro/documenting/templates/organize-templates-into-folders/index.md): Template folders in Tallyfy organize workflow blueprints for faster discovery and better team efficiency by allowing users to create logical groupings that reduce search time by 60-80% while maintaining separate systems for templates versus running processes. - [Templates vs. processes](https://tallyfy.com/products/pro/documenting/templates/master-templates-vs-processes/index.md): Tallyfy's master templates serve as single sources of truth that generate customized process instances while maintaining version independence and enabling continuous improvement through feedback loops. - [Print or export templates](https://tallyfy.com/products/pro/documenting/templates/print-download-export-templates/index.md): Tallyfy offers three methods to output templates - printing physical copies saving as PDFs or using API export for technical users - each requiring different permissions and serving distinct purposes from training materials to automated backups. - [Organizing templates](https://tallyfy.com/products/pro/documenting/templates/template-organization-best-practices/index.md): Tallyfy's template organization fundamentals improve workflow discovery by 80% through strategic folder structures naming conventions tagging systems and governance frameworks that prevent the 90% knowledge loss typical in traditional training methods. - [Thinking in unit terms](https://tallyfy.com/products/pro/documenting/templates/thinking-in-unit-terms/index.md): Unit-based workflow design means creating templates that handle one specific item at a time rather than processing multiple items in bulk to ensure clear task ownership precise tracking and workflow flexibility while enabling parallel processing and better accountability. - [Automations](https://tallyfy.com/products/pro/documenting/templates/automations/index.md): Tallyfy automations enable intelligent workflow adaptation through conditional IF-THEN rules that automatically modify processes based on user input form responses task completions and other triggers to create dynamic workflows that route tasks assign responsibilities and show or hide steps without manual intervention. - [Variables](https://tallyfy.com/products/pro/documenting/templates/variables/index.md): Variables are placeholders that automatically transfer information from one process step to another eliminating manual data re-entry and enabling personalized automated workflows through form field data collection and dynamic content insertion. - [Snippets](https://tallyfy.com/products/pro/documenting/templates/snippets/index.md): Snippets are reusable text blocks that ensure consistency and efficiency by allowing you to create content once and use it across multiple templates and processes while automatically updating everywhere when changes are made. - [Edit a template](https://tallyfy.com/products/pro/documenting/templates/edit-templates/index.md): Templates can be edited by Standard members with specific permissions or Administrator members through the Edit view accessed by clicking the pencil icon on template cards in the Templates library. ### Automations - [Conditional visibility](https://tallyfy.com/products/pro/documenting/templates/automations/conditional-visibility-guide/index.md): Tallyfy's conditional visibility feature allows you to show or hide entire tasks based on form field selections creating dynamic workflows where only relevant tasks appear to users through IF-THEN automation rules. - [Logic operations explained](https://tallyfy.com/products/pro/documenting/templates/automations/logic-explained/index.md): Tallyfy's automation logic uses simple IF-THEN rules that watch user inputs and automatically adjust workflows based on conditions like form selections task approvals or specific requirements while combining multiple conditions with AND/OR logic to create intelligent processes that adapt to different business scenarios. - [Examples](https://tallyfy.com/products/pro/documenting/templates/automations/examples/index.md): Complete catalog of automation examples showing practical patterns for assignment rules visibility controls deadline management approval workflows and other common business scenarios. - [Conditionals](https://tallyfy.com/products/pro/documenting/templates/automations/conditionals/index.md): Conditional logic in Tallyfy enables automated decision-making within processes through simple IF-THEN rules that respond to form answers step completions user roles time triggers and other conditions to create adaptive workflows while reducing manual work and ensuring consistency. - [Actions](https://tallyfy.com/products/pro/documenting/templates/automations/actions/index.md): Automation actions in Tallyfy serve as the "THEN" component of conditional rules that automatically execute specific behaviors like task assignments deadline modifications status changes and step visibility when predefined conditions are met to streamline workflows and eliminate manual interventions. ### Examples - [Automatically assign a step to the original process requestor](https://tallyfy.com/products/pro/documenting/templates/automations/examples/assign-step-to-requestor/index.md): This automation demonstrates how to capture the original process requestor using an assignee picker field and automatically assign them to receive final notifications or results through template automation rules that replace step assignees based on form field selections. - [Combined visibility and deadline rules](https://tallyfy.com/products/pro/documenting/templates/automations/examples/combined-visibility-deadline-rules/index.md): Combining visibility rules with deadline rules in Tallyfy creates smart context-aware workflows where steps appear only when relevant and automatically receive appropriate deadlines based on specific conditions like shipment types contract categories or priority levels. - [Countdown deadline automation](https://tallyfy.com/products/pro/documenting/templates/automations/examples/countdown-deadline-automation/index.md): This content demonstrates how to set up automated countdown deadlines that work backwards from important dates to ensure preparation tasks are completed on time through date field capture task creation and automation rule configuration. - [Dynamic member assignment from kick-off forms](https://tallyfy.com/products/pro/documenting/templates/automations/examples/dynamic-member-assignment-from-kickoff/index.md): This automation enables dynamic task assignment by using assignee picker fields in kick-off forms to let process launchers select specific team members for different roles which then automatically assigns tasks to the chosen people through conditional automation rules. - [Exclusive choice](https://tallyfy.com/products/pro/documenting/templates/automations/examples/exclusive-choice/index.md): Exclusive choice automation in Tallyfy allows processes to automatically select one specific path from multiple options based on conditions like form field selections ensuring only relevant steps appear to users without manual intervention. - [Multi-level approval loops](https://tallyfy.com/products/pro/documenting/templates/automations/examples/multi-level-approval-loops/index.md): This guide demonstrates how to create multi-level approval workflows with automatic rejection handling that sends work back to previous steps for corrections while maintaining quality control across financial approvals content publishing and contract management processes. - [Notify the requestor when process completes](https://tallyfy.com/products/pro/documenting/templates/automations/examples/notify-requestor-on-completion/index.md): Learn how to automatically notify the original process requestor when a workflow completes by capturing their identity at launch and using automations to send completion notifications with results or confirmations. - [Service level-based task assignment](https://tallyfy.com/products/pro/documenting/templates/automations/examples/service-level-assignment/index.md): This automation system routes tasks to appropriate team members based on customer service levels or subscription tiers ensuring each customer receives expertise matching their package through conditional assignment rules and workload distribution strategies. - [Synchronization](https://tallyfy.com/products/pro/documenting/templates/automations/examples/synchronization/index.md): Tallyfy uses the AND operator to create synchronization points where processes wait for multiple conditions to be met simultaneously before proceeding such as requiring both HR and manager approval in employee onboarding workflows. ### Conditionals - [Conditionals (IF) explained](https://tallyfy.com/products/pro/documenting/templates/automations/conditionals/conditionals-explained/index.md): Tallyfy automations use conditional logic to automatically handle tasks and decisions by checking step statuses or form field content with various operators like "contains" "is completed" or "is approved" to trigger specific actions without manual intervention. ### Actions - [Automate task assignments](https://tallyfy.com/products/pro/documenting/templates/automations/actions/asignment-actions/index.md): Assignment actions automatically route tasks to the right people by adding replacing or clearing assignees based on workflow conditions and can assign to specific individuals groups or use form field selections to determine responsibility. - [Automate deadline shifts on tasks](https://tallyfy.com/products/pro/documenting/templates/automations/actions/deadline-actions/index.md): Deadline actions in Tallyfy automatically adjust task due dates based on specific conditions by shifting deadlines forward or backward linking them to other steps or connecting them to dates entered in form fields. - [Automate changing the status of tasks](https://tallyfy.com/products/pro/documenting/templates/automations/actions/status-actions/index.md): Status actions automatically re-open completed tasks when specific conditions are met and are primarily used for approval workflows feedback loops and quality control processes where steps need to be revisited for corrections or revisions. - [Automate hiding or showing tasks](https://tallyfy.com/products/pro/documenting/templates/automations/actions/visibility-actions/index.md): Visibility actions in Tallyfy automatically show or hide process steps based on specific conditions to ensure complete process integrity while displaying only relevant steps when needed preventing missed requirements and maintaining workflow efficiency. ### Variables - [Insert variables](https://tallyfy.com/products/pro/documenting/templates/variables/how-can-i-use-insert-variables-in-tallyfy/index.md): Variables in Tallyfy automatically transfer information from form fields in earlier steps to later step titles and descriptions by clicking the { } button and selecting the data source which eliminates retyping and personalizes workflows with dynamic content that updates instantly when source data changes. ### Snippets - [Use snippets](https://tallyfy.com/products/pro/documenting/templates/snippets/how-can-i-use-snippets-to-simplify-workflow-in-tallyfy/index.md): Snippets are reusable text blocks that administrators create once and team members can insert into templates tasks comments and other text areas to maintain consistency and save time across the organization. ### Edit templates - [Rename a template](https://tallyfy.com/products/pro/documenting/templates/edit-templates/change-name/index.md): Tallyfy templates can be renamed through two methods: accessing the Settings/Config menu in Edit mode to click on the current name and type a new one, or by clicking directly on the template name at the top of the Edit view and selecting the Rename option. - [Change a template's status](https://tallyfy.com/products/pro/documenting/templates/edit-templates/change-template-state/index.md): Tallyfy provides four template status options (Started In progress Finishing and Published) that help teams track whether templates are ready for use with different permission levels allowing administrators standard members and even light members to update status through either the main Templates section or Template Editor settings. - [Edit steps](https://tallyfy.com/products/pro/documenting/templates/edit-templates/edit-steps/index.md): Tallyfy enables comprehensive step editing in templates through adding new steps with simple naming and modifying existing ones via description editing assignment configuration step type selection form field management deadline timing controls and advanced settings including process launching completion requirements and webhook integration. - [Add a description to a template](https://tallyfy.com/products/pro/documenting/templates/edit-templates/add-description/index.md): Templates and steps can be enhanced with descriptions by accessing edit mode and using the settings panel for overall template descriptions or clicking directly on steps for individual step descriptions with changes automatically saving and only applying to new processes started after modification. - [Assign steps in the Tallyfy template builder](https://tallyfy.com/products/pro/documenting/templates/edit-templates/assign-steps-in-the-tallyfy-template-builder/index.md): Tallyfy enables step assignment through multiple methods including specific members groups job titles guests or leaving steps unassigned with options for automation rules to dynamically adjust assignments based on process conditions and workflow requirements. - [Add guidance text to a step](https://tallyfy.com/products/pro/documenting/templates/edit-templates/how-to-add-guidance-text-to-template-steps/index.md): Guidance text can be added to form fields in Tallyfy templates by editing the template accessing the form field settings and entering instructions in the Advanced section's guidance text box which then appears in italics below the field during process execution. - [Understanding assignment types](https://tallyfy.com/products/pro/documenting/templates/edit-templates/understanding-assignment-types/index.md): Tallyfy templates allow you to assign tasks to specific people groups job titles or guests with options for automation rules to dynamically change assignments based on process conditions. ### Members - [Convert a member to a guest](https://tallyfy.com/products/pro/documenting/members/convert-member-to-guest/index.md): Administrators can convert members to guests by first deactivating their account and then changing their status which limits their access to only assigned tasks via guest links. - [Change the role of a member](https://tallyfy.com/products/pro/documenting/members/how-can-i-change-a-members-role-in-tallyfy/index.md): To change a member's role in Tallyfy administrators can navigate to Settings > Organization > Members click the member's name select the new role from the dropdown and save the changes which take effect immediately. - [Manage member permissions](https://tallyfy.com/products/pro/documenting/members/how-do-i-manage-member-permissions-in-tallyfy/index.md): Administrators can control what Standard members can do in Tallyfy by managing five key permission areas including template editing viewing starting processes accessing running processes and inviting new members through template-specific Config settings or process-specific Settings panels. - [How to remove a member](https://tallyfy.com/products/pro/documenting/members/how-can-i-remove-a-member-from-my-tallyfy-organization/index.md): Administrators can permanently deactivate organization members by navigating to Settings > Organization > Members and clicking Deactivate Account while choosing to either reassign their current tasks to other members or leave them unassigned for later redistribution. - [Invite and activate members](https://tallyfy.com/products/pro/documenting/members/how-to-invite-and-activate-members-on-tallyfy/index.md): Administrators can invite team members to Tallyfy by clicking the Invite+ button entering their email address and selecting their role while managing pending invitations through the Organization Members settings where they can resend or withdraw invites as needed. - [Resend or withdraw invites](https://tallyfy.com/products/pro/documenting/members/how-to-resend-or-withdraw-invites-in-tallyfy/index.md): Administrators can manage pending member invitations by accessing Organization Members settings to either resend invitations when emails are lost or expired or withdraw them when wrong addresses were used or plans changed. - [Light members](https://tallyfy.com/products/pro/documenting/members/light-members/index.md): Light members in Tallyfy are task-focused users who can complete assigned work and participate in processes but cannot create or edit templates and are available for organizations with SSO configured starting October 2024. - [Standard and admin members](https://tallyfy.com/products/pro/documenting/members/standard-admin-members/index.md): Administrators have complete control over Tallyfy accounts while Standard members have limited permissions focused on daily work tasks and template management based on admin-granted access levels. ### Settings - [Organization settings](https://tallyfy.com/products/pro/settings/org-settings/index.md): Tallyfy administrators can configure organization-wide settings that control member permissions billing branding integrations and other company-wide administrative options affecting all team members across the entire system. - [Billing](https://tallyfy.com/products/pro/settings/billing/index.md): Tallyfy uses Recurly billing partner with an innovative credit system that provides administrators comprehensive subscription management including payment methods invoice history credit management and flexible billing options with special pricing programs like Fair Price Guarantee discounts for eligible countries. - [Personal settings](https://tallyfy.com/products/pro/settings/personal-settings/index.md): Personal Tallyfy settings allow you to customize your individual user experience including profile details password management notification preferences language selection and other account configurations that only affect your personal workflow. ### Org settings - [Organization branding](https://tallyfy.com/products/pro/settings/org-settings/how-can-i-personalize-my-tallyfy-branding-and-emails/index.md): Tallyfy administrators can extensively customize the platform with company logos brand colors guest interfaces and custom CSS styling while providing email server integration through custom SMTP configuration though complete white-labeling isn't feasible due to technical security and operational constraints. - [Auto-launch templates](https://tallyfy.com/products/pro/settings/org-settings/how-to-auto-launch-templates-for-new-members/index.md): 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. - [Remove a member](https://tallyfy.com/products/pro/settings/org-settings/how-can-i-remove-a-member-from-my-tallyfy-organization/index.md): Administrators can remove members from their Tallyfy organization through the Settings panel by deactivating the member and reassigning their existing tasks to other active members to prevent work loss. - [Update organization details](https://tallyfy.com/products/pro/settings/org-settings/how-can-i-update-my-organization-details/index.md): Tallyfy administrators can update organization details like company names and contact information through the Settings menu by accessing Org Details under My Organization and making necessary changes before saving. - [Customize work week](https://tallyfy.com/products/pro/settings/org-settings/how-to-adjust-task-deadlines-to-work-week/index.md): Tallyfy administrators can configure organization-wide working days and hours to automatically adjust task deadlines to skip weekends based on your configured work week without support for holidays or vacation days. - [Customize your organization](https://tallyfy.com/products/pro/settings/org-settings/organization-customization-settings/index.md): Organization settings in Tallyfy allow administrators to customize member permissions domain configurations content creation task management onboarding schedules notifications and webhooks to control how the platform operates across the entire organization. - [Member deletion](https://tallyfy.com/products/pro/settings/org-settings/troubleshooting-member-deletion/index.md): This comprehensive guide addresses common issues and solutions when removing organization members from Tallyfy including error message troubleshooting and system behavior details for administrators managing member deactivation and deletion processes. - [Member statuses](https://tallyfy.com/products/pro/settings/org-settings/understanding-member-statuses/index.md): Tallyfy has four member status types - Active for normal users who can log in and count toward limits, Invited for pending invitations that don't count until accepted, Deactivated for removed members who can't access anything, and Bot/Unbilled for special integration or partner accounts that don't count toward your member total. ### Billing - [Manage billing](https://tallyfy.com/products/pro/settings/billing/how-to-access-and-manage-my-billing-details/index.md): Administrators can access and manage Tallyfy billing details through the Settings menu where they can view current plans payment methods billing history and update subscription options while contacting support for billing contact changes or notification frequency adjustments. - [Account and member limits](https://tallyfy.com/products/pro/settings/billing/what-are-tallyfys-account-and-member-limits/index.md): Tallyfy offers Full Members with complete platform access and Light Members limited to task completion with trial accounts allowing 10 members 10 guests 100 task assignments and 10 simultaneous processes while distinguishing between internal organizational members and unlimited external guests. ### Personal settings - [Delete your account](https://tallyfy.com/products/pro/settings/personal-settings/how-can-i-cancel-and-delete-my-tallyfy-account/index.md): To permanently delete a Tallyfy account administrators must log into Settings navigate to Billing click DELETE ACCOUNT and submit an official closure form with the correct Organization ID which will irreversibly remove all organizational data processes and billing. - [Change my email address](https://tallyfy.com/products/pro/settings/personal-settings/how-can-i-change-my-email-address-in-tallyfy/index.md): This guide explains how to update your Tallyfy login email address through profile settings for regular accounts or through a member transition process for SSO and social login users who cannot directly change their email credentials. - [Reset your password](https://tallyfy.com/products/pro/settings/personal-settings/how-can-i-change-or-reset-my-tallyfy-password/index.md): Tallyfy users can change their password through profile settings when logged in or reset it via email link when forgotten with passwords requiring 8+ characters including uppercase lowercase letters and numbers while authentication loops can be fixed by visiting the logout URL to clear browser sessions. - [Manage email notifications](https://tallyfy.com/products/pro/settings/personal-settings/how-can-i-manage-email-notifications-in-tallyfy/index.md): Tallyfy allows users to customize email notification settings through their profile settings to control which types of workflow updates they receive while preventing email overload and ensuring important task reminders are still delivered through mandatory weekly digest emails. - [Update your profile picture](https://tallyfy.com/products/pro/settings/personal-settings/how-can-i-set-up-my-profile-photo-on-tallyfy/index.md): You can upload or change your profile picture in Tallyfy by accessing Settings then going to My Account > Profile and clicking the CHANGE PHOTO button to select and upload an image file from your computer. - [Switch between organizations](https://tallyfy.com/products/pro/settings/personal-settings/how-can-i-switch-between-organizations-in-tallyfy/index.md): Users can switch between multiple Tallyfy organizations by clicking their profile picture selecting Switch Organizations from the dropdown menu and choosing the desired organization from the displayed list. - [Personalization settings](https://tallyfy.com/products/pro/settings/personal-settings/personalization-settings/index.md): Users can manage their personal and profile settings in Tallyfy by accessing Settings and My Account where they can customize display preferences like language timezone and date formats as well as update profile information including photo name email and contact details. --- ## Metadata - **Generated**: 2025-10-24T11:19:22.309Z - **Total Documents**: 517 - **Products**: Answers, Denizen, Manufactory, Pro - **Format**: llms.txt v1.0 (links only) - **Full Content**: [/llms-full.txt](https://tallyfy.com/products/llms-full.txt) - **Source**: https://tallyfy.com/products/