Tallyfy empowers you and your organization to eliminate the busywork of meetings, manual status updates via chats and meetings - and manual reporting. It gives you the answer to “What is the status?” for any given task or any given process in real-time.
You can set and forget a template for any playbook, SOP, approval workflow, procedure or process. Tallyfy automatically moves tasks between people and auto-reminds everyone what they need to do and when. It also hides tasks that aren’t necessary and runs automated rules to remove manual admin.
Tallyfy is designed for anyone - including people with no technical or process expertise at all. Here’s a quick summary of what Tallyfy does and doesn’t do:
The first step to running a process is to create a template for it. You can build a template from scratch or with Tallyfy AI to standardize operations and save time. Templates can be procedures or documents. Here’s a screenshot of a template to onboard new customers the right way, every time:
Once you have a template - you can launch a new process from it. Think of it like photocopying a recipe.
Tallyfy automatically assigns tasks, emails people and manages follow-ups and hand-offs.
A process is a unique instance of you “using” a template for a specific employee, customer, approval and so on. You can launch many processes from a template. You should use unique names for your process:
You can track the status of your processes visually like this:
Everyone involved can track every task individually and see what’s done and not done.
You don’t have to keep improving your template - but it’s a really good idea to do so via feedback or brainstorming sessions. People can add feedback on the template itself on Tallyfy using simple comments.
Make sure you improve your template with every mistake you make, so that the fix is baked in for next time and you don’t make that mistake again. You can’t get compound, incremental, permanent improvements easily with ad-hoc projects and ad-hoc tasks.
Tallyfy specializes in process management - not project management. The difference is huge - because processes are scalable, repeatable, improvable and predictable. Projects are none of those things.
“If you can’t describe what you’re doing as a process, you don’t know what you’re doing” – W. Edwards Deming
There’s two types of templates in Tallyfy:
Tallyfy documents are not designed to download, but to use. You can use a document or playbook by launching it.
Customize templates in Tallyfy by marking fields which are editable via the Builder section on the right of a document template. You can even set default content within editable fields. This means if I someone wants “their own version” of a document - they just launch the template, and either accept the defaults or customize the fields they are allowed to customize.
It’s far better than getting a Word document and making a copy of it - resulting in two documents. People want (and need) to eliminate the clutter of hundreds of copies of the same document lying around in random places.
To add a new field, click on New Field and select the type of field you want to add to your document. You can add Short text, for something like the name of a client or a project, Long text for a description or notes and Date for a deadline or the current date!.
Click on Existing fields and drag the one you want to use into your document - they will fill in with whatever the value was. This is perfect for fields where you collect the data once like “First Name” but you then have to pull that into many different spots throughout the template without re-entering it again, like on legal contracts.
There’s a bunch more features like re-usable content snippets, automatic translation, and tasks within documents.
You might be able to auto-migrate content between a documentation-only app to Tallyfy. Create a ticket with our support team to chat through this.
Upgrade to organized structure, efficiency and controlled access. Stop fighting busywork hell via spreadsheets.
Templates > Configure your template