Tallyfy guests are invited by email to complete a task, with no account or password needed. This…
Member (light seat)
You complete the tasks assigned to you and keep an eye on the work you’re part of. You can’t build or edit templates - that’s the editor role - and you don’t need to. Here’s everything you’ll actually use.
Get oriented
Section titled “Get oriented”- Create your account and sign in Set your password, or sign in with Google or Microsoft.
- Find your way around The sidebar, search, and where your tasks live.
Work your tasks
Section titled “Work your tasks”- What tasks are The basics: what a task is and how timing and deadlines work.
- Your to-do list (Tasks view) Every task assigned to you, in one place.
- Filter and customize your view Narrow down to exactly what you need to do next.
- Complete or reopen a task Check it off, or reopen one if you moved too fast.
- Fill in form fields The data you enter as you work through a task.
- Comments and @mentions Ask questions and tag teammates right on the task.
See the bigger picture
Section titled “See the bigger picture”- Track running processes (Tracker) Watch where the work you’re part of stands.
- What a process is How a launched workflow differs from a template.
Notifications and your profile
Section titled “Notifications and your profile”- Email notifications and your digest Decide what Tallyfy emails you, and when.
- Set your profile photo Put a face to your name.
- Change your email or password Keep your account current and secure.
Work anywhere
Section titled “Work anywhere”- Use Tallyfy on any device Phone, tablet, or desktop.
- Install the desktop app Get native notifications even when your browser’s closed.
- Search across everything Jump to any task, process, or person.
- Read SOPs without launching anything When your team publishes reference guides in knowledge-only mode.
Related articles
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