# Tallyfy Products Manual

 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 to solve problems like inconsistent
work execution forgotten tasks and inefficient manual processes.


 ## Answers

- [Authentication](https://tallyfy.com/products/answers/authentication/index.md): Tallyfy Answers API authentication requires an API key passed through the X-Answers-API-Key header which validates user identity and permissions while following security best practices for key management and storage.
- [Overview](https://tallyfy.com/products/answers/index.md): Tallyfy Answers is a next-generation search solution that combines vector database indexing with AI-powered LLM responses to provide semantic search capabilities as an alternative to traditional search vendors like Elasticsearch and Algolia.
- [Pricing for Answers neural search](https://tallyfy.com/products/answers/pricing/index.md): Tallyfy Answers neural search pricing requires direct contact with their team for detailed information and custom solutions.
- [Create a collection](https://tallyfy.com/products/answers/collections/create-collection/index.md): Creating collections in Tallyfy Answers requires using a POST API endpoint with a unique collection name and optional description where the system automatically detects data types as objects are indexed.
- [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 a collection](https://tallyfy.com/products/answers/collections/get-collection/index.md): The Tallyfy Answers API endpoint allows fetching detailed information about a specific collection including its metadata schema and object counts using a GET request with the collection name as a path parameter.
- [Get all collections](https://tallyfy.com/products/answers/collections/get-all-collections/index.md): The GET /v1/collections endpoint retrieves all collections in your Tallyfy Answers account sorted by creation date with pagination support through limit and offset parameters returning collection summaries with metadata and object counts.
- [Update a collection](https://tallyfy.com/products/answers/collections/update-collection/index.md): The PATCH endpoint enables modification of existing collection properties like descriptions in Tallyfy Answers while maintaining immutable collection names and providing structured JSON responses with error handling.
- [Collections](https://tallyfy.com/products/answers/collections/index.md): Tallyfy Answers collections are organizational structures that function like database tables to group related objects together while providing dynamic schema detection searchability and complete management capabilities for efficient data organization and retrieval.
- [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 with no recovery option and returns confirmation upon successful deletion.
- [Index multiple objects](https://tallyfy.com/products/answers/objects/index-multiple-objects/index.md): This endpoint enables efficient bulk indexing of multiple objects into Tallyfy Answers collections using JSONLines format which significantly outperforms individual object creation requests for large datasets.
- [Get an object](https://tallyfy.com/products/answers/objects/get-object/index.md): The Tallyfy Answers API provides a GET endpoint that retrieves individual objects from collections using their unique identifier and returns complete object data with all 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.
- [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 with flexible schemas that automatically detect properties and support both custom and auto-generated unique identifiers.
- [Find similar objects](https://tallyfy.com/products/answers/search/find-similar-objects/index.md): Tallyfy Answers provides a recommendation endpoint that uses vector embeddings to find objects similar to a specified reference object by comparing semantic similarity and ranking results by distance scores.
- [Search](https://tallyfy.com/products/answers/search/index.md): Tallyfy Answers search enables users to find specific objects within collections using natural language queries or specific terms through a query-based operation system.

## 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.
- [Overview](https://tallyfy.com/products/manufactory/index.md): Tallyfy Manufactory is a scalable API-based events lifecycle engine that handles event collection querying and triggering for authenticated users while allowing organizations to maintain control over their own analytics and visualization capabilities as a cost-effective alternative to comprehensive platforms.
- [Naming conventions](https://tallyfy.com/products/manufactory/naming_conventions/index.md): Keys must only contain lowercase letters and underscores and cannot begin with numbers to be considered valid naming conventions.
- [Pricing for Manufactory](https://tallyfy.com/products/manufactory/pricing/index.md): Tallyfy Manufactory offers customized pricing based on data volume storage duration API call frequency and integration options with personalized quotes available through sales consultation.
- [Use cases and internal use with Tallyfy Pro](https://tallyfy.com/products/manufactory/use-cases/index.md): Tallyfy Manufactory serves as an event lifecycle management system that integrates with Tallyfy Pro to enable automated workflow triggering based on real-time events predictive maintenance scheduling and enhanced operational visibility through event-driven task assignments and dynamic process adjustments.
- [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.
- [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.
- [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): Event analysis enables understanding system behavior troubleshooting issues and improving processes through systematic examination of event data using filtering grouping time-series analysis and correlation techniques within Tallyfy Manufactory.
- [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 enables visualization and monitoring of event flows across microservices by tracking requests through various processing stages using unique identifiers and timestamps to create comprehensive transaction views.
- [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.
- [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): Service Level Objectives provide a user-focused alerting framework that monitors error budget burn rates to generate meaningful alerts based on actual business impact rather than arbitrary technical thresholds.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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 connection requires authentication using client UUID and actor profile ID followed by pairing the connection with required keys including type org_id project_id actor_profile_id and client_uuid to enable real-time event transmission.
- [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.
- [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.
- [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.
- [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.
- [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.

## 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.
- [Endpoints](https://tallyfy.com/products/denizen/endpoints/index.md): Tallyfy Denizen is a free API service that automatically delivers location-specific royalty-free images by detecting user IP addresses and returns either localized images for detected locations or default images when location cannot be determined with city-level coverage for the United States and country-level coverage elsewhere.

## Pro

- [Introduction](https://tallyfy.com/products/pro/index.md): Tallyfy is a workflow management platform that solves business efficiency problems by helping non-technical users document standardize track and automate processes through AI-powered templates that ensure consistent execution and continuous improvement across organizations.
- [Essentials](https://tallyfy.com/products/pro/documenting/index.md): Tallyfy transforms static business process documentation into dynamic executable workflows through three specialized template types - Procedure Templates for complex multi-step processes Document Templates for standardized policy materials and Form Templates for streamlined data collection - enabling organizations to maintain consistency while providing real-time tracking and continuous improvement capabilities.
- [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.
- [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 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.
- [Automatically schedule a process](https://tallyfy.com/products/pro/launching/how-can-i-schedule-a-process-in-tallyfy-using-middleware/index.md): Tallyfy users can schedule automatic process launches by connecting their account to middleware services like Zapier Make or Power Automate which provide scheduling triggers that launch specific process templates at predetermined intervals.
- [Launch a process from a web form](https://tallyfy.com/products/pro/launching/how-to-launch-a-tallyfy-process-from-a-webform/index.md): External web forms can be configured to automatically start Tallyfy processes upon submission by redirecting users to a special launch URL with form data appended as query parameters that match the exact field names in the Tallyfy template's kick-off form.
- [Launching](https://tallyfy.com/products/pro/launching/index.md): Process launching in Tallyfy transforms static workflow templates into active trackable processes with specific assignments and deadlines that operate independently with their own timeline participants and progress tracking.
- [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 configure a task in one process template to automatically launch another process or inject tasks from a different template when that specific task is completed enabling seamless workflow automation across multi-phase projects customer journeys and team handoffs.
- [Understanding BIMI compliance for Tallyfy emails](https://tallyfy.com/products/pro/compliance/bimi-compliance/index.md): BIMI is an advanced email authentication protocol that enables Tallyfy to display verified brand logos in recipient inboxes through comprehensive security layers including SPF DKIM DMARC verification and cryptographic certificates to enhance trust prevent phishing attacks and provide visual confirmation of legitimate communications.
- [Compliance](https://tallyfy.com/products/pro/compliance/index.md): Tallyfy provides enterprise-grade security through SOC 2 Type 2 compliance certification comprehensive data encryption multi-factor authentication principle of least privilege access controls mandatory SSO enforcement environment segregation vulnerability assessments incident response frameworks third-party risk management protocols and comprehensive audit trail capabilities meeting regulatory requirements across highly regulated industries.
- [How Tallyfy uses HTTP Strict Transport Security (HSTS)](https://tallyfy.com/products/pro/compliance/hsts-compliance/index.md): HTTP Strict Transport Security (HSTS) is a web security protocol that Tallyfy implements to force browsers to use only encrypted HTTPS connections preventing cyber attacks like SSL stripping and man-in-the-middle exploits while protecting user data through mandatory encryption and preload list inclusion across all platform endpoints.
- [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.
- [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 comprehensive glossary defines essential workflow platform terminology to help teams understand Tallyfy's features including administrators with full access permissions agentic workflows using AI agents analytics for performance insights API integrations automation rules conditional logic templates processes tasks assignments and various user roles for effective business process management and digital transformation.
- [Become a Tallyfy partner](https://tallyfy.com/products/pro/miscellaneous/how-can-i-become-a-tallyfy-partner/index.md): Tallyfy offers strategic partnerships with consultants agencies and software companies providing up to 20% revenue share dedicated partner dashboards unbilled domain access for client collaboration and comprehensive support while requiring partners to maintain active accounts and actively promote services through approved marketing channels.
- [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 diagnose website speed issues caching problems and intermittent issues across different browsers like Chrome Firefox Edge and Safari.
- [Stay updated with Tallyfy's latest features](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 in their user menu or visiting the comprehensive changelog at tallyfy.com/changelog.
- [Translate content](https://tallyfy.com/products/pro/miscellaneous/how-can-i-translate-content-in-tallyfy/index.md): Tallyfy supports multilingual collaboration through interface language customization and Microsoft Azure AI-powered automatic content translation that requires administrator setup and enables real-time translation of user-generated text across over 100 languages.
- [File storage security](https://tallyfy.com/products/pro/miscellaneous/how-does-file-storage-work-in-tallyfy/index.md): Tallyfy uses Amazon S3 for secure file storage with plan-specific limits ranging from 5GB total to 25GB per member and recommends integrating external cloud storage solutions like Dropbox or Google Drive to optimize storage allocation and leverage existing file management systems.
- [Connect Tallyfy to other apps using private browsing](https://tallyfy.com/products/pro/miscellaneous/how-to-connect-tallyfy-to-other-apps-using-private-browsing/index.md): Private browsing mode provides a clean browser session without cached data or stored cookies to resolve connection issues when integrating Tallyfy with external applications like Zapier Slack and Google Drive.
- [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.
- [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.
- [Keyboard shortcuts in Tallyfy](https://tallyfy.com/products/pro/miscellaneous/what-keyboard-shortcuts-can-i-use-in-tallyfy/index.md): Tallyfy keyboard shortcuts include universal commands like Ctrl+Option+T for creating tasks and Ctrl+Option+P for launching processes plus form navigation shortcuts using Tab for field movement and Spacebar for selections.
- [Comparison with flowcharts and spreadsheets](https://tallyfy.com/products/pro/tracking-and-tasks/can-i-build-a-flowchart-in-tallyfy/index.md): Tallyfy transforms static business processes into dynamic executable workflows with real-time tracking detailed instructions and clear task assignments unlike traditional flowcharts spreadsheets and documents that lack actionable functionality and proper workflow management capabilities.
- [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.
- [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.
- [Create an organization](https://tallyfy.com/products/pro/tutorials/how-can-i-create-a-new-tallyfy-account/index.md): Tallyfy users begin by creating an account through the sign-up page using their details or existing Microsoft/Google credentials then follow prompts to establish their organization with centralized login management allowing easy switching between multiple organizations later.
- [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.
- [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.
- [Getting started](https://tallyfy.com/products/pro/tutorials/index.md): Tallyfy provides step-by-step tutorials that guide new users through essential workflow management skills from initial account setup to advanced automation capabilities with a recommended sequential learning path covering organization creation navigation template building and process launching.
- [Industry-specific workflow applications](https://tallyfy.com/products/pro/tutorials/industry-specific-workflow-applications/index.md): Tallyfy adapts to specialized industry requirements through configurable automations conditional logic and comprehensive audit trails that ensure regulatory compliance across sectors like financial services healthcare manufacturing and professional services.
- [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.
- [Why training fails - the forgetting curve](https://tallyfy.com/products/pro/tutorials/why-documentation-training-fails-forgetting-curve/index.md): The Ebbinghaus forgetting curve reveals that people forget 90% of what they learn within 7 days making traditional training documentation and knowledge transfer methods fundamentally flawed which is why organizations need real-time workflow guidance instead of relying on human memory.
- [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.
- [Launch a process](https://tallyfy.com/products/pro/tutorials/your-first-process/index.md): This tutorial explains how to launch a workflow process from an existing template in Tallyfy by navigating to templates finding your desired template clicking launch completing any kick-off forms naming the process instance optionally reviewing and editing settings then launching to create an active trackable workflow.
- [Integrations](https://tallyfy.com/products/pro/integrations/index.md): Tallyfy transforms from an isolated workflow tool into a comprehensive business process orchestration hub through multiple integration methods including Open API for custom development webhooks for real-time notifications middleware platforms for no-code connections AI agents for legacy systems and native integrations that coordinate across entire technology ecosystems for maximum organizational efficiency.
- [Handling idempotency in webhooks and API](https://tallyfy.com/products/pro/integrations/handling-idempotency-in-webhooks-and-api/index.md): Idempotency ensures that performing the same operation multiple times produces the same result as doing it once which is crucial for building reliable integrations that handle duplicate webhooks API requests and prevent issues like duplicate records or incorrect data states.
- [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 on annual subscriptions for qualifying nonprofit organizations with official charitable status but excludes political advocacy groups religious institutions educational facilities government agencies and healthcare providers with applications requiring organizational documentation and eligibility determined solely by Tallyfy.
- [Pricing](https://tallyfy.com/products/pro/pricing/index.md): Tallyfy offers flexible business process management pricing with annual and monthly billing options tiered user licensing for Full and Light Members credit-based billing system global accessibility discounts through Fair Price Guarantee program nonprofit pricing enterprise enhancement modules and workflow consulting services.
- [Add fields to document templates](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 consistent professional documents by adding three types of editable fields (short text long text and date) that users fill in while keeping the rest of the content locked to maintain structure and branding across all documents.
- [Digital signatures using middleware](https://tallyfy.com/products/pro/documenting/documents/how-can-i-automate-document-signing-with-tallyfy/index.md): This guide explains how to automatically send documents for electronic signature when workflow steps are completed by connecting Tallyfy to e-signature services through middleware tools that handle the data transfer and document creation process seamlessly.
- [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.
- [Send data to document creation systems](https://tallyfy.com/products/pro/documenting/documents/how-to-generate-documents-from-form-fields/index.md): Tallyfy form data can be automatically sent to document creation systems through middleware tools that trigger document generation or signature requests when specific workflow steps are completed.
- [Launch and use document templates](https://tallyfy.com/products/pro/documenting/documents/how-to-launch-and-use-document-templates/index.md): Document templates can be launched to create specific instances where users fill predefined editable fields through a kick-off form and the resulting document can be previewed downloaded or edited after launch.
- [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.
- [Convert a guest into a member](https://tallyfy.com/products/pro/documenting/guests/convert_guest_into_member/index.md): Administrators can elevate guest users to member status providing them expanded access and permissions within Tallyfy while using an available member seat in the subscription plan.
- [Complete guide to guest user management](https://tallyfy.com/products/pro/documenting/guests/guest-user-guide/index.md): This comprehensive guide explains how to effectively use Tallyfy's guest user system to include external participants in workflows through secure email-based access without requiring paid accounts while maintaining proper security and process control.
- [The guest view](https://tallyfy.com/products/pro/documenting/guests/how-can-guests-monitor-their-processes-on-tallyfy/index.md): The guest dashboard provides external users a centralized view to track and complete their assigned tasks including process details form submissions attachments comments and progress indicators accessed through email links or the Tallyfy website.
- [Assign tasks to guests](https://tallyfy.com/products/pro/documenting/guests/how-can-i-assign-tasks-to-guest-users-in-tallyfy/index.md): This guide explains how administrators and standard members can assign workflow tasks to external guest users by entering their email addresses either when building process templates during active processes or through comment mentions with guests receiving email links to complete tasks without needing full Tallyfy accounts.
- [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 reopen completed guest tasks and share updated task links while guests retain access through their dashboard to view and comment on reopened assignments.
- [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 enable external users to access specific tasks without requiring a Tallyfy account by using special web addresses that remain functional even after task completion.
- [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.
- [What is a guest](https://tallyfy.com/products/pro/documenting/guests/what-is-a-guest/index.md): Tallyfy guests are external stakeholders who can complete specific workflow tasks through secure email links without needing full accounts or paid subscriptions while maintaining limited access to only their assigned tasks.
- [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): Administrators can change member roles in Tallyfy by navigating to Settings > Organization > Members selecting the member and choosing from Administrator Standard or Light roles based on their required access level and responsibilities.
- [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.
- [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.
- [Invite and activate members](https://tallyfy.com/products/pro/documenting/members/how-to-invite-and-activate-members-on-tallyfy/index.md): Administrators can invite new members by sending email invitations which recipients must activate to gain account access while managing invites and member statuses through the organization settings.
- [Resending or withdrawing 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 resending them when recipients didn't receive the original email or when invitations expired and withdrawing them when incorrect email addresses were used or plans changed with both actions performed through the Organization Members settings.
- [Members](https://tallyfy.com/products/pro/documenting/members/index.md): Tallyfy members are organizational users with paid access who receive one of three roles - Administrator with complete system control Standard for regular employees with full workflow capabilities and Light for task completion only - with pricing structured to match Full roles for Administrators and Standards while Light roles cost significantly less.
- [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.
- [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.
- [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.
- [Access and manage my billing details](https://tallyfy.com/products/pro/settings/billing/how-to-access-and-manage-my-billing-details/index.md): Administrators can access and manage their Tallyfy billing details by navigating to Settings > Billing where they can view subscription plans payment methods credit balances billing history and update payment information or change plans through the billing interface.
- [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.
- [Tallyfy's Account and Member Limits](https://tallyfy.com/products/pro/settings/billing/what-are-tallyfys-account-and-member-limits/index.md): Tallyfy provides two paid member roles with Full Members having comprehensive access to create and edit templates while Light Members can only complete assigned tasks and participate in processes with trial accounts limited to 10 members 10 guests 100 task assignments and 10 simultaneous processes while guests from outside organizations can access specific tasks completely free and unlimited.
- [Configure your template](https://tallyfy.com/products/pro/documenting/templates/config/index.md): Template settings can be configured through the Settings button to customize how templates work control access permissions organize content and manage general actions like copying archiving and printing.
- [How to create templates in Tallyfy](https://tallyfy.com/products/pro/documenting/templates/create-template/index.md): Tallyfy templates serve as reusable workflow foundations that standardize processes across organizations with three creation methods including building from scratch using AI assistance or uploading existing documents while offering exact import capabilities for compliance requirements.
- [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.
- [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.
- [Template Tools](https://tallyfy.com/products/pro/documenting/templates/how-can-power-tools-enhance-my-tallyfy-experience/index.md): Template Tools in Tallyfy streamline template development through bulk operations like creating multiple steps simultaneously batch assigning tasks to team members adjusting deadlines across multiple steps and enabling administrators to add templates to other users' favorites for improved workflow management efficiency.
- [Duplicate a template](https://tallyfy.com/products/pro/documenting/templates/how-do-i-duplicate-a-template-on-tallyfy/index.md): Duplicating templates in Tallyfy creates exact copies of existing workflow templates which helps save time maintain consistency create versions for different teams test changes safely and preserve older versions while the duplication process copies all steps tasks form fields and settings but excludes tags webhooks and history.
- [Convert BPMN patterns into Tallyfy templates](https://tallyfy.com/products/pro/documenting/templates/how-to-convert-bpmn-patterns-into-tallyfy-templates/index.md): Tallyfy converts complex BPMN diagrams into intuitive executable templates that eliminate technical barriers while preserving essential workflow logic making processes accessible to any team member without requiring specialized software knowledge or diagrammatic expertise.
- [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.
- [How to request bulk acknowledgement for a template](https://tallyfy.com/products/pro/documenting/templates/how-to-request-bulk-acknowledgement-for-template/index.md): Tallyfy enables bulk acknowledgement of important policies or procedures by creating a one-off task linked to your existing template and assigning it to multiple members with the requirement that all assignees must individually complete their acknowledgement before the overall task is marked as complete.
- [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.
- [Templates](https://tallyfy.com/products/pro/documenting/templates/index.md): Tallyfy templates function as strategic reusable blueprints that standardize business processes by defining workflow steps structure and logic to ensure consistent quality execution across organizations while enabling customization for specific instances and providing comprehensive benefits including improved training efficiency reduced errors and scalable operations management.
- [Insert media](https://tallyfy.com/products/pro/documenting/templates/insert-media/index.md): Templates can be enhanced with images videos files tables and links in task descriptions to provide clearer instructions and useful resources that improve task completion through better visual communication and reduced need for additional explanations.
- [Organize templates into folders](https://tallyfy.com/products/pro/documenting/templates/organize-templates-into-folders/index.md): Template folders in Tallyfy help organize your library of workflow blueprints efficiently by categorizing related templates into logical groups which becomes increasingly valuable as your template collection grows and more team members need to locate specific workflows.
- [Print, download, and export Tallyfy templates](https://tallyfy.com/products/pro/documenting/templates/print-download-export-templates/index.md): Tallyfy enables users to output template information through physical printing digital PDF creation and structured API data exports to support various use cases from offline reference to technical integrations with different requirements and access levels for each method.
- [Best practices for template organization and management](https://tallyfy.com/products/pro/documenting/templates/template-organization-best-practices/index.md): Strategic template organization in Tallyfy enhances workflow discovery and operational efficiency through effective folder structures naming conventions tagging systems access controls regular audits and standardized governance frameworks that scale with business growth.
- [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 organizational information such as company names and contact details by accessing Settings then Org Details under My Organization where they can modify and save the necessary changes.
- [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.
- [Auto-launch templates for new members](https://tallyfy.com/products/pro/settings/org-settings/how-to-auto-launch-templates-for-new-members/index.md): Tallyfy automatically launches specific onboarding templates for new members when they join your organization providing structured consistent training and reducing administrative work while increasing platform adoption through immediate task assignments and self-guided learning experiences.
- [Organization customization settings](https://tallyfy.com/products/pro/settings/org-settings/organization-customization-settings/index.md): Tallyfy administrators can customize organization-wide settings including member permissions content creation task management onboarding workflows working hours notifications and webhook configurations to control how the platform operates for all users.
- [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.
- [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 their organization's branding including logos colors and custom CSS while also configuring custom email sending through dedicated SMTP servers to maintain professional brand consistency across all user interactions and communications.
- [Understanding Member Statuses](https://tallyfy.com/products/pro/settings/org-settings/understanding-member-statuses/index.md): Tallyfy member statuses indicate access levels and billing status with Active members being billed users who can use the platform Invited members being pending users who aren't billed yet Deactivated members being removed users with no access and Bot/Unbilled being special accounts for integrations that don't count toward billing.
- [Cancel and delete your Tallyfy account](https://tallyfy.com/products/pro/settings/personal-settings/how-can-i-cancel-and-delete-my-tallyfy-account/index.md): Administrators can permanently delete their Tallyfy organization by accessing Settings > Billing > DELETE ACCOUNT and submitting an official closure form with the correct Organization ID though this action is completely irreversible and destroys all data.
- [Change my email address](https://tallyfy.com/products/pro/settings/personal-settings/how-can-i-change-my-email-address-in-tallyfy/index.md): Tallyfy users can update their login email address by accessing Settings through their profile menu entering the new email in the My Details section and then logging back in with the new email address while being limited to 3 email changes per day for security purposes.
- [Change or 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 while logged in or reset it via email link if forgotten with passwords requiring at least 8 characters including uppercase lowercase letters and numbers with a daily limit of 3 password changes for security.
- [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.
- [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 to control workflow communication frequency and prevent email overload while ensuring mandatory weekly digest reminders for task tracking.
- [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.
- [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.
- [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.
- [Triggers](https://tallyfy.com/products/pro/launching/triggers/index.md): Tallyfy process launch triggers offer multiple methods including manual buttons API calls email addresses magic links scheduled automation task completion events and kick-off forms to initiate workflows automatically or manually while enabling data pre-population and integration with external systems.
- [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 execution begins enabling both internal teams and external stakeholders to initiate processes while providing comprehensive data collection through various field types and seamless integration with subsequent workflow steps.
- [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.
- [Launch via inbound email](https://tallyfy.com/products/pro/launching/triggers/via-email/index.md): Tallyfy enables process launching through email triggers by assigning each template a unique email address where authorized organization members can send emails to automatically start workflows with the email subject becoming the process name and optional content capture into designated kick-off fields.
- [Launch via middleware](https://tallyfy.com/products/pro/launching/triggers/via-middleware/index.md): Middleware platforms enable automated process launching in Tallyfy by connecting external applications through triggers that watch for events and automatically initiate workflows with mapped data transfer capabilities.
- [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.
- [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 enable team-wide discussions about entire workflows through adding editing and deleting capabilities with @mention notifications while maintaining separation from task-specific conversations and preserving permanent discussion history.
- [More about processes](https://tallyfy.com/products/pro/tracking-and-tasks/processes/index.md): A process in Tallyfy is a single execution instance of a template blueprint that represents actual work being done with its own unique identity activity log and ability to be tracked and modified independently from the original template.
- [Make a process visible to outsiders or guests](https://tallyfy.com/products/pro/tracking-and-tasks/processes/make-a-process-public/index.md): Tallyfy administrators can generate secure public read-only links for running processes that allow external stakeholders to view real-time progress without modification capabilities while maintaining workflow security and integrity.
- [Managing the complete process lifecycle](https://tallyfy.com/products/pro/tracking-and-tasks/processes/process-lifecycle-management/index.md): Tallyfy enables comprehensive process lifecycle management through five key phases - creation of detailed templates, strategic launching with proper context, systematic execution tracking, continuous monitoring to prevent bottlenecks, and thorough completion analysis - ensuring every step is considered and tracked to prevent downstream problems while maintaining workflow efficiency.
- [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.
- [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.
- [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 corrupted temporary files and ensures fresh content downloads from Tallyfy's servers to resolve display problems loading errors and outdated content issues.
- [Clear cache in Firefox](https://tallyfy.com/products/pro/miscellaneous/troubleshooting/clear-cache-firefox/index.md): Clearing Firefox's browser cache through the Privacy & Security settings removes corrupted temporary files and ensures fresh content downloads from Tallyfy's servers to resolve performance and loading issues.
- [Clear cache in Safari](https://tallyfy.com/products/pro/miscellaneous/troubleshooting/clear-cache-safari/index.md): Clearing Safari's browser cache on Mac computers and iOS devices removes temporary files that may cause loading problems and display issues with Tallyfy by accessing Safari settings and using the Empty Caches option or Clear History and Website Data feature.
- [Troubleshooting](https://tallyfy.com/products/pro/miscellaneous/troubleshooting/index.md): Tallyfy troubleshooting involves clearing browser cache testing alternative browsers verifying internet connection disabling extensions updating browsers performing hard refreshes understanding rate limits and following specific password reset procedures to resolve common platform issues.
- [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.
- [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.
- [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 two viewing formats - Board View displaying processes as visual cards and Table View presenting data in structured columns - which can be easily switched between using buttons located near the top right of the interface.
- [Tracker view](https://tallyfy.com/products/pro/tracking-and-tasks/tracker-view/index.md): The Tracker view in Tallyfy serves as a central command center that provides comprehensive visibility into all running processes and workflows with customizable filters and display options including Board View and Table View to monitor multiple workflows simultaneously and prevent issues from falling through the cracks.
- [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.
- [Tasks view](https://tallyfy.com/products/pro/tracking-and-tasks/tasks-view/index.md): The Tasks view in Tallyfy provides a centralized master to-do list displaying all individual tasks from running processes and standalone assignments across your entire workspace with comprehensive filtering options by assignee status due dates and other criteria plus the ability to create new one-off tasks directly from this interface.
- [Contact Tallyfy support or engage in professional services](https://tallyfy.com/products/pro/miscellaneous/support/how-can-i-contact-tallyfys-support-team/index.md): Tallyfy provides comprehensive support through free options including in-app help bubbles email support and live screen-sharing calls plus paid professional services for complex projects requiring dedicated account management process consultation and specialized implementation assistance.
- [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 necessary info to Tallyfy's support team](https://tallyfy.com/products/pro/miscellaneous/support/how-to-provide-necessary-info-to-tallyfy-support/index.md): When contacting Tallyfy support include the full URL from your browser's address bar and your Organization ID found in Settings > Organization to help them quickly locate and resolve your specific issue.
- [Share screenshots and screencasts with Tallyfy support](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 issues by capturing screen images using keyboard shortcuts on Mac or Windows and recording screen videos with free tools like Loom Screencastify or Recordit for clearer problem communication.
- [Support](https://tallyfy.com/products/pro/miscellaneous/support/index.md): Tallyfy provides comprehensive support and adoption strategies including early user involvement starting with valuable processes manager buy-in automatic onboarding templates universal snippets for guidance and success measurement through usage statistics and feedback to ensure effective team workflow adoption.
- [Not receiving emails from Tallyfy](https://tallyfy.com/products/pro/miscellaneous/support/not-receiving-emails-from-tallyfy-how-to-troubleshoot/index.md): Email delivery issues in Tallyfy can be resolved by checking email addresses notification settings spam folders IT allowlisting domain restrictions quarantine systems email provider reliability server configurations and using direct guest task links as alternatives.
- [How Tallyfy Analytics works](https://tallyfy.com/products/pro/integrations/analytics/how-does-tallyfy-analytics-process-my-data/index.md): Tallyfy Analytics transforms workflow process data through a five-step system that detects events extracts information converts it to Parquet format stores it securely in Amazon S3 and provides AWS credentials for connecting business intelligence tools like Power BI and Tableau through Amazon Athena for advanced reporting and analysis.
- [CSV file structure](https://tallyfy.com/products/pro/integrations/analytics/how-is-the-csv-file-structured-in-tallyfy/index.md): The CSV export structure organizes process data across 48 columns including process details task information milestone data form responses and comments which can be exported from any running process for analysis in spreadsheet applications.
- [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.
- [Tallyfy Analytics](https://tallyfy.com/products/pro/integrations/analytics/index.md): Tallyfy Analytics is an advanced add-on service that copies workflow data to dedicated analytical infrastructure enabling integration with business intelligence tools like Tableau Power BI and Looker for sophisticated analysis custom reporting and strategic decision-making beyond standard interface capabilities.
- [Why use BI platforms vs. native analytics?](https://tallyfy.com/products/pro/integrations/analytics/why-use-a-dedicated-bi-platform-with-tallyfy/index.md): The strategic decision to integrate with specialized BI platforms enables organizations to leverage advanced analytics capabilities while maintaining data flexibility and resource optimization through existing tools and expertise.
- [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.
- [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.
- [Complete guide to task assignment options](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/task-assignment-guide/index.md): Tallyfy provides comprehensive task assignment options including direct assignment to specific members role-based assignments for job titles and groups guest assignments for external participants and advanced features like conditional assignments bulk management and customizable notifications to ensure efficient workflow management and team productivity.
- [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 the data with headers and using the paste function in the table menu which matches columns based on header names to efficiently transfer bulk data without manual retyping.
- [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 nine form field types including short text long text dropdown list checklist radio buttons date file upload table and assignee picker 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.
- [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 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.
- [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.
- [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.
- [EOS integration and process component support](https://tallyfy.com/products/pro/integrations/business-systems/eos-integration/index.md): Tallyfy complements EOS (Entrepreneurial Operating System) implementations by addressing the commonly neglected Process Component through systematic workflow documentation execution and improvement while integrating with existing EOS tools and methodologies.
- [Business systems integrations](https://tallyfy.com/products/pro/integrations/business-systems/index.md): Tallyfy bridges the execution gap in business operating systems by transforming strategic frameworks like EOS Scaling Up and Lean management into trackable workflows that provide real-time visibility accountability and continuous improvement capabilities for consistent operational execution.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Ticket-driven vs. process-driven workflows](https://tallyfy.com/products/pro/tutorials/features/ticket-driven-vs-process-driven/index.md): Ticket-driven workflows operate through separate communication channels that funnel requests into a queue where agents process them sequentially through basic steps while process-driven workflows transform this reactive approach into structured processes with automated routing systematic knowledge application and built-in improvement cycles that provide consistent handling scalable operations and better customer visibility.
- [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.
- [Build an effective operations manual](https://tallyfy.com/products/pro/tutorials/how-to/build-effective-operations-manual/index.md): Tallyfy transforms traditional static operations manuals into dynamic digital processes that can be accessed on any device with automated workflows rich media support clear ownership structures and continuous improvement mechanisms for maintaining consistent business operations.
- [Eliminate tribal knowledge with workflow documentation](https://tallyfy.com/products/pro/tutorials/how-to/eliminate-tribal-knowledge-with-workflow-documentation/index.md): Tribal knowledge creates business risks when critical processes exist only in employees' heads. Tallyfy transforms undocumented expertise into systematic workflows that eliminate training bottlenecks, reduce dependency risks, and ensure consistent execution regardless of staff availability.
- [Ensure everyone in your team completes an approval or task](https://tallyfy.com/products/pro/tutorials/how-to/ensure-task-completion/index.md): Tallyfy helps ensure task completion through automated reminders clear task definitions consolidated approvals comment-based follow-ups personal communication escalation paths and recognition strategies that combine digital tools with effective management practices.
- [How to merge two process templates into one](https://tallyfy.com/products/pro/tutorials/how-to/how-to-merge-two-process-templates/index.md): Tallyfy users can merge two existing 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.
- [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 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.
- [Make people accountable for tasks](https://tallyfy.com/products/pro/tutorials/how-to/make-people-accountable-for-tasks/index.md): Tallyfy helps create accountability for tasks through transparent workflows automated reminders manual nudges single-person ownership features commenting systems blocker documentation clear task instructions expiration policies escalation paths and balanced accountability culture approaches.
- [Automatically track and run 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 automated processes with clear visibility accountability and dynamic routing that eliminates status confusion and bottlenecks through intelligent form design conditional logic real-time monitoring and collaborative communication features.
- [Integrate Azure AD](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-azure-ad-samlsso-with-tallyfy/index.md): This comprehensive guide explains how to establish SAML-based Single Sign-On integration between Microsoft Azure Active Directory and Tallyfy through enterprise application creation SAML configuration and user provisioning setup that enables automated authentication for existing users and automatic account creation for new users accessing through the designated SSO URL.
- [Integrate Google Suite](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-google-suite-samlsso-with-tallyfy/index.md): The comprehensive guide outlines the process of implementing SAML-based Single Sign-On between Google Workspace and Tallyfy through application setup attribute mapping and user access configuration for automated authentication.
- [Integrate Okta](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-okta-samlsso-with-tallyfy/index.md): A comprehensive walkthrough for implementing SAML-based Single Sign-On between Okta and Tallyfy through application configuration user attribute mapping and SSO activation for automated user authentication and provisioning.
- [Integrate OneLogin](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-onelogin-samlsso-with-tallyfy/index.md): A comprehensive walkthrough for setting up SAML Single Sign-On between OneLogin and Tallyfy by creating an application connector configuring SAML settings enabling user provisioning and testing the authentication flow.
- [Authentication and SSO](https://tallyfy.com/products/pro/integrations/authentication/index.md): Tallyfy offers free Single Sign-On integration for paid plan customers that connects with enterprise identity providers like Microsoft Azure AD Google Workspace Okta and OneLogin to enable centralized authentication automated account provisioning enhanced security through existing corporate credentials and optional SSO-only enforcement for maximum compliance control.
- [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.
- [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.
- [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 integrates with CRM and ERP systems to enable seamless workflow management across sales and operational processes while providing flexible conditional automations accountability features and cross-team collaboration that traditional CRMs cannot deliver effectively.
- [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.
- [Why use an integration platform (middleware) with Tallyfy](https://tallyfy.com/products/pro/integrations/middleware/why-should-i-use-an-integration-platform-with-tallyfy/index.md): Integration platforms provide ready-made connections error handling and monitoring tools to easily connect Tallyfy with other business software without needing custom code development.
- [Computer AI Agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/index.md): Computer AI Agents work with Tallyfy by providing intelligent automation capabilities that can perceive digital environments and execute complex tasks while Tallyfy serves as the orchestration framework that provides step-by-step instructions defines inputs and outputs establishes guardrails and ensures transparent trackable execution of AI-driven business processes.
- [Local Computer Use Agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/local-computer-use-agents/index.md): Tallyfy leads the revolution in local Computer Use Agents by developing cutting-edge solutions that enable organizations to deploy AI systems entirely on their own hardware providing complete privacy zero latency unlimited usage without token costs and offline operation while eliminating the fundamental limitations of cloud-based agents through sophisticated multi-component architecture combining vision-language models screen capture processing action execution engines and orchestration frameworks.
- [RPA vs. Computer AI Agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/rpa-vs-computer-use-agents/index.md): Businesses must understand the fundamental differences between RPA which follows rigid rule-based scripts for structured data tasks and Computer AI Agents which use artificial intelligence to adaptively handle complex unstructured tasks with Tallyfy serving as the orchestration platform that manages both automation types within comprehensive business processes.
- [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.
- [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): A detailed walkthrough for integrating third-party applications with Tallyfy API using client credentials to make API requests and manage users through secure token-based authentication and authorization flows.
- [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 a comprehensive orchestration platform that seamlessly combines RPA automation with human workflows to create unified and transparent business processes while maintaining accountability and efficiency.
- [Integrate with Tallyfy using the API](https://tallyfy.com/products/pro/integrations/open-api/how-to-integrate-with-tallyfy-using-api/index.md): Tallyfy provides a REST API for integrating workflow functionality into external applications with user-based or application-based authentication methods requiring specific headers token management best practices and support for multi-organization contexts while handling common authentication issues and implementing proper security measures.
- [Sniff API calls using Chrome](https://tallyfy.com/products/pro/integrations/open-api/how-to-sniff-api-calls-using-chrome/index.md): A comprehensive walkthrough explaining how to monitor and analyze Tallyfy API calls using Chrome DevTools by inspecting network requests headers payloads and responses for implementing custom integrations with proper authentication and security measures.
- [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.
- [OAuth authorization flow for third-party applications](https://tallyfy.com/products/pro/integrations/open-api/oauth-authorization-flow/index.md): A comprehensive guide for implementing OAuth authorization flow in third-party applications that enables secure user authentication with Tallyfy through client IDs redirect URIs and access tokens while following security best practices and handling multi-organization scenarios.
- [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 scenarios](https://tallyfy.com/products/pro/integrations/webhooks/how-can-i-use-tallyfys-webhooks-feature/index.md): Webhooks in Tallyfy automatically transmit data to external systems when events like process launches or task completions occur enabling real-time integrations through middleware tools with secure validation features.
- [Details about webhooks](https://tallyfy.com/products/pro/integrations/webhooks/how-to-set-up-webhooks-in-tallyfy/index.md): Tallyfy's webhook system enables automated data transmission to external systems when specific events occur by sending JSON packets to predefined URLs at both template and step-specific levels.
- [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.
- [Slack](https://tallyfy.com/products/pro/integrations/slack/index.md): The Tallyfy Slack integration bridges team communication with workflow management by enabling direct task creation and process launching from within Slack channels while maintaining comprehensive tracking and eliminating the need for context switching between platforms.
- [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.
- [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 evaluate user inputs and process conditions to automatically modify workflows and adapt processes to different scenarios without requiring technical expertise.
- [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.
- [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): Template status tracking allows teams to manage workflow templates through four stages (Started In progress Finishing Published) with different permission levels for administrators standard members and light members who can update status either from the main Templates library or within the Template Editor settings.
- [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.
- [Edit steps](https://tallyfy.com/products/pro/documenting/templates/edit-templates/edit-steps/index.md): This guide explains how to add new steps and modify existing steps in Tallyfy templates including editing descriptions changing assignments setting deadlines and configuring advanced settings to customize workflows.
- [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.
- [Exploring interactive email actions](https://tallyfy.com/products/pro/integrations/interactive-email-actions/index.md): Tallyfy is exploring interactive email actions that would allow users to complete tasks approve requests and make decisions directly within their email clients using technologies like Microsoft Actionable Messages and Gmail Markup Actions without needing to switch to other applications.
- [Insert variables](https://tallyfy.com/products/pro/documenting/templates/variables/how-can-i-use-insert-variables-in-tallyfy/index.md): Tallyfy variables automatically transfer data from earlier workflow steps to later ones by pulling form field values into titles and descriptions creating personalized workflows with consistent information flow and reduced manual data re-entry.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Auto-name a process in Tallyfy](https://tallyfy.com/products/pro/tracking-and-tasks/processes/edit-processes/how-can-i-auto-name-a-process-in-tallyfy/index.md): Auto-naming processes creates consistent naming patterns from template variables to replace manual inconsistent naming that makes processes hard to find and track.
- [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.
- [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.
- [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.
- [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.
- [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 feature allows users to bookmark and automatically watch processes tasks members and templates for quick access while providing customizable notification settings to monitor changes with different frequency options.
- [Archive and unarchive processes](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.
- [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.
- [Connect Power BI](https://tallyfy.com/products/pro/integrations/analytics/powerbi/how-to-analyze-tallyfy-workflows-with-power-bi/index.md): Microsoft Power BI connects to Tallyfy Analytics through Amazon Athena to enable advanced visualization and analysis of workflow data using token-based authentication and ODBC drivers for creating interactive dashboards.
- [Connect Tableau to Tallyfy](https://tallyfy.com/products/pro/integrations/analytics/tableau/how-can-i-connect-tableau-to-my-tallyfy-data/index.md): This guide explains how to connect Tableau to Tallyfy data through Amazon Athena integration by installing required drivers configuring authentication credentials and accessing workflow tables to create business intelligence visualizations and analytics dashboards.
- [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.
- [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.
- [Power BI](https://tallyfy.com/products/pro/integrations/analytics/powerbi/index.md): Microsoft Power BI enables interactive data visualization and business intelligence by connecting to Tallyfy Analytics through Amazon Athena to create custom reports dashboards and performance tracking for workflow optimization.
- [Sample Tableau visualizations](https://tallyfy.com/products/pro/integrations/analytics/tableau/sample-tableau-visualizations/index.md): Tableau visualization examples demonstrate various ways to analyze workflow data through task completion rates user performance process ownership distribution and quality metrics to optimize business operations and identify areas for improvement.
- [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.
- [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.
- [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.
- [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.
- [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 enables comprehensive formatting and content insertion across tasks and descriptions with features including basic formatting options dynamic variable insertion reusable snippets media uploads and URL embedding while maintaining consistent branding and removing complex formatting from pasted content.
- [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.
- [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-driven process improvement involves collecting analyzing and visualizing both output and process metrics to identify bottlenecks measure performance track improvements and make informed decisions through analytics tools like Tallyfy's built-in features.
- [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.
- [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.
- [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.
- [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.
- [Implement and sustain improvements with Tallyfy](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/implementing-changes-and-sustaining-improvements-with-tallyfy/index.md): Process improvements require effective implementation and ongoing control measures to ensure lasting benefits through proper execution communication training and continuous monitoring of standardized workflows.
- [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.
- [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 systematic five-phase approach (Define Measure Analyze Improve Control) that ensures process improvements are data-driven sustainable and address root causes rather than just symptoms while Tallyfy supports each phase through documentation analytics bottleneck identification template modification and ongoing monitoring capabilities.
- [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.
- [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 can eliminate office waste by identifying and removing the eight types of waste (TIM WOODS) - Transportation Inventory Motion Waiting Overproduction Over-processing Defects and Skills - through systematic process analysis standardization and workflow optimization that maximizes customer value while minimizing resource consumption.
- [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 Diagrams help identify fundamental reasons behind process problems by systematically exploring cause-and-effect relationships through collaborative questioning and visual brainstorming to prevent recurring issues.
- [Streamline change management with Tallyfy](https://tallyfy.com/products/pro/tutorials/how-to/process-improvement/streamlining-change-management-with-tallyfy/index.md): Tallyfy's integrated platform addresses change management challenges by streamlining process transitions through clear documentation instant deployment built-in training and transparent communication features.
- [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.
- [Understand your current processes with Tallyfy](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 improvements and revealing inefficiencies through the documentation process itself.
- [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.
- [Common n8n workflow examples](https://tallyfy.com/products/pro/integrations/middleware/n8n/common-n8n-workflow-examples/index.md): This guide demonstrates practical n8n workflow examples for automating Tallyfy integrations including CRM process launching form submission handling scheduled data collection document generation and AI-powered task routing with comprehensive configuration details and best practices for error handling and debugging.
- [Connect n8n to Tallyfy](https://tallyfy.com/products/pro/integrations/middleware/n8n/connecting-n8n-to-tallyfy/index.md): This guide demonstrates establishing robust connections between n8n and Tallyfy using HTTP Request nodes and API credentials to enable seamless workflow automation including process launching webhook handling and troubleshooting common integration issues.
- [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.
- [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.
- [Claude Computer Use](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/claude-computer-use/index.md): Anthropic's Claude Computer Use capability enables Claude 4 and Claude 3.5/3.7 models to interact with computer desktop environments through visual perception and direct UI control which can be integrated with Tallyfy processes to automate mundane tasks by having Claude perceive screens move cursors click buttons and type text within a secure sandboxed environment while following step-by-step instructions defined in Tallyfy task descriptions.
- [AI Agent Vendors](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/index.md): The Computer AI Agent market has rapidly matured in 2025 with enterprise-ready leaders like OpenAI Operator Claude Computer Use and Twin.so alongside open-source innovations such as Skyvern and Manus AI offering various approaches to autonomous web-based task automation that can integrate with Tallyfy workflows.
- [Manus AI Agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/manus/index.md): Manus AI is a fully autonomous AI agent launched by Chinese startup Monica that can understand complex goals and execute multifaceted tasks involving web research data analysis planning and content generation through asynchronous cloud operation while currently remaining in limited beta access with mixed user feedback on performance and reliability.
- [OpenAI Operator](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/openai-operator/index.md): OpenAI Operator is an AI agent launched in January 2025 that performs web-based tasks by interacting with browser interfaces like a human and can be integrated with Tallyfy processes to automate mundane web interactions such as form filling online ordering and booking reservations through natural language instructions.
- [Skyvern AI Agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/skyvern/index.md): Skyvern is an open-source browser automation platform that uses LLMs and computer vision to achieve 85.8% performance on the WebVoyager benchmark through its advanced Planner-Actor-Validator architecture and can integrate with Tallyfy to automate web-based tasks within business processes using natural language prompts.
- [Twin.so AI Agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/twin/index.md): Twin.so provides enterprise-grade AI agents that automate complex web browser interactions through natural language goals and has demonstrated production-scale success serving 500,000 European SMBs through their Invoice Operator partnership with Qonto and OpenAI while offering industry-leading performance with 6-second latency per step and 84% accuracy that can integrate with Tallyfy to handle browser-based automation tasks within structured business processes.
- [Using Tallyfy MCP Server with Claude (Text Chat)](https://tallyfy.com/products/pro/integrations/mcp-server/claude-anthropic/index.md): Claude Desktop provides native MCP integration enabling seamless workflow management through natural language commands that connect directly to Tallyfy's API for task searching process analysis and automated reporting while maintaining security through local configuration and offering unique features like persistent project context and local file system access.
- [Advanced conditions and expressions in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/advanced-conditions-and-expressions/index.md): Advanced conditional techniques in Power Automate enable sophisticated decision-making for Tallyfy integrations through expressions grouping conditions and Switch controls that can evaluate form field data perform calculations check for null values and create multiple outcome paths for automated workflow responses.
- [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): Power Automate approvals enable formal sign-off workflows by sending requests to designated approvers and integrating with Tallyfy tasks through automated triggers email notifications and Microsoft Teams responses.
- [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): Building your initial automated workflow in Power Automate for Tallyfy integration provides straightforward entry into workflow automation by demonstrating how to create practical flows that connect external events like emails to Tallyfy actions for enhanced workflow efficiency.
- [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.
- [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.
- [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): Power Automate approval requests can be integrated into Microsoft Teams to streamline Tallyfy workflows by enabling direct notifications and responses within the Teams interface while reducing context switching and accelerating decision-making processes.
- [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 enables automation of legacy desktop applications through RPA bots that mimic human interactions with user interfaces when API integration with Tallyfy is not possible.
- [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.
- [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.
- [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.
- [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 conditional logic enables flows to make intelligent decisions based on Tallyfy data using Condition and Switch controls to create different action paths depending on task status form field values and process criteria.
- [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.
- [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): This guide demonstrates how to integrate Workato with Tallyfy to automatically launch processes by configuring HTTP connections setting up API authentication and mapping dynamic data from external systems to trigger workflows through REST API calls.
- [Integrate Tallyfy with Workato](https://tallyfy.com/products/pro/integrations/middleware/workato/index.md): Organizations can seamlessly integrate Tallyfy with Workato using HTTP connectors or custom connector development to enable enterprise-scale workflow automation between Tallyfy processes and other business systems.
- [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 for integrating Tallyfy's workflow management capabilities with AI agents enabling organizations to automate processes manage workflows and interact with business data using natural language while leveraging Microsoft's ecosystem security features and multi-agent orchestration capabilities.
- [Automate monthly process launch with Zapier](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-automate-monthly-process-launch-with-zapier/index.md): You can automate monthly process launches in Tallyfy by using Zapier's schedule trigger to automatically launch specific process templates on the first day of each month without manual intervention.
- [Tallyfy & 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.
- [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): The guide details how to set up and customize a Zapier integration that automatically launches Tallyfy processes when Google Form responses are submitted by configuring triggers data mapping and process attributes.
- [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.
- [Automate tasks in Tallyfy using zaps](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-automate-tasks-in-tallyfy-using-zaps/index.md): Automating task completion in Tallyfy through Zapier integration involves finding the target process task by template and search criteria then marking it complete using the process and task IDs to eliminate manual intervention and accelerate workflow execution.
- [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.
- [Troubleshooting Tallyfy-Zapier integration issues](https://tallyfy.com/products/pro/integrations/middleware/zapier/zapier-integration-troubleshooting/index.md): This comprehensive guide systematically addresses authentication issues connection problems trigger failures action errors and data mapping challenges while providing testing strategies error message solutions and best practices to ensure reliable Tallyfy-Zapier workflow automation.
- [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's MCP server through Deep Research enabling natural language workflow management with powerful search and analysis capabilities while being limited by text-based interactions that lack visual process tracking form field interactions and real-time collaboration features making it best suited as a complement to Tallyfy's native interface rather than a replacement.
- [Using SSO with MCP servers](https://tallyfy.com/products/pro/integrations/mcp-server/sso-authentication/index.md): SSO integration with MCP servers enables seamless enterprise AI authentication by allowing users to authenticate once with corporate credentials and access multiple AI-integrated tools without repeated login prompts while addressing compliance challenges through centralized identity governance and enhanced security controls.
- [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.
- [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 such as moving deadlines by set amounts linking them to other steps or connecting them to form field dates while respecting working days and hours.
- [Automate task assignments](https://tallyfy.com/products/pro/documenting/templates/automations/actions/asignment-actions/index.md): Assignment actions in Tallyfy automatically modify task assignments through three methods - adding assignees replacing all assignees or clearing assignments entirely - based on conditional logic that can target specific people groups or form field selections to streamline workflow management.
- [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.
- [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.
- [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.
- [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.
- [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): Tallyfy enables exclusive choice automation through separate rules with mutually exclusive conditions that automatically trigger only one specific workflow path based on form field selections like employee roles.
- [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.
- [Multi-level approval loops](https://tallyfy.com/products/pro/documenting/templates/automations/examples/multi-level-approval-loops/index.md): This content explains how to build multi-level approval workflows in Tallyfy where rejections automatically reopen previous steps ensuring quality control while maintaining process flow efficiency through status actions and visibility rules.
- [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.
- [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 to interact with Tallyfy API through client credentials obtained from support allowing organizations to embed workflow functionality automate processes and manage users programmatically with secure token-based authentication.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Remove member](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/remove-member/index.md): The DELETE endpoint enables removal of organization members with optional task reassignment capabilities while preserving their global user account status.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Download file](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/download-file/index.md): An API endpoint that downloads file content using various programming languages including JavaScript Python Java and Go by sending a GET request with proper authentication headers to retrieve the raw file data.
- [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.
- [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.
- [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.
- [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.
- [Upload & attach file](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/upload-attach-file/index.md): The content explains how to upload and attach files to form fields in Tallyfy by first uploading the file to get an asset reference then linking it to a task or process through API endpoints with code examples in multiple 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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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 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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [Update task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/update-task/index.md): The API endpoint enables updating task properties like title summary deadline assignees and form field values through a PUT request while handling both process-run tasks and standalone one-off tasks with appropriate response validation.
- [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.
- [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.
- [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.
- [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).
- [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.
- [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.
- [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.
- [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): Tallyfy's API requires OAuth authentication with password grant type and the mandatory X-Tallyfy-Client header for successful user-context endpoint access in Postman testing environments.
- [Collection organization best practices](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/collection-organization/index.md)
- [Getting started with Postman for Tallyfy API](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/index.md): This guide demonstrates how to set up and use Postman to test Tallyfy's API endpoints for workflow automation including authentication configuration environment setup and common operations like launching processes and completing tasks.
- [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): Launch Tallyfy processes from templates using Postman by sending API requests with template IDs kick-off form data and member assignments while managing process lifecycle through list update and monitoring operations.
- [Troubleshooting common issues](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/troubleshooting/index.md)