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Introduction
Getting started
Overview
Key features
Overview
Explain it once
Structure intake
If-this-then-that
Real time status
Customer facing
Fill in the blanks
Ticket-driven vs. process-driven workflows
Navigate Tallyfy
Create your first template
Create an automation
Launch a process
How-to guides
Overview
Ensure everyone in your team completes an approval or task
Process improvement
Overview
What is process improvement?
Understand your current processes with Tallyfy
Identify customer needs and CTQ requirements
Introduction to DMAIC
Lean thinking - Eliminate waste in office processes
Kaizen - Continuous small improvements
Gather data and use Tallyfy analytics
Simple root cause analysis techniques
Understand process flow without flowcharts
Generate, test, and prioritize improvement ideas
Implement and sustain improvements with Tallyfy
Using comments and AI for process improvement
Streamline change management with Tallyfy
Build a culture of continuous improvement
Build an effective operations manual
Build effective forms
Automatically track and run complex approval workflows
Improve processes effectively
Make people accountable for tasks
How to merge two process templates into one
Welcome snippets
Create an organization
Essentials
Overview
Guests
Overview
What is a guest
Assign tasks to guests
Complete guide to guest user management
Convert a guest into a member
The guest view
Get a guest's unique link
Re-open tasks as a guest
Templates
Overview
Automations
Overview
Conditionals
Overview
Conditionals (IF) explained
Examples
Overview
Exclusive choice
Automatically assign a step to the original process requestor
Synchronization
Actions
Overview
Automate task assignments
Automate hiding or showing tasks
Automate changing the status of tasks
Automate deadline shifts on tasks
Logic operations explained
Edit a template
Overview
Rename a template
Add a description to a template
Change a template's status
Edit steps
Understanding assignment types
Add guidance text to a step
Snippets
Overview
Use snippets
Variables
Overview
Insert variables
Organize templates into folders
Best practices for template organization and management
Publish a template
Create a template
Insert media
Configure your template
Sample templates
Print, download, and export Tallyfy templates
Convert BPMN patterns into Tallyfy templates
Duplicate a template
Tags
Template Tools
Track activity
Import a template
How to request bulk acknowledgement for a template
Members
Overview
Standard and Admin members
Manage member permissions
Convert a member to a guest
How to remove a member
Change the role of a member
Invite and activate members
Resending or withdrawing invites
Groups
Overview
Create and assign groups
Documents
Overview
Launch and use document templates
Digital signatures using middleware
Send data to document creation systems
Add fields to document templates
Create a table of contents
Launching
Overview
Triggers
Overview
Launch via a kick-off form
Launch via a magic link
Launch via inbound email
Launch via middleware
Launch via a schedule
Launch via API
Launch a process from a web form
Launch another process when a task is completed
Launch manually
Automatically schedule a process
Edit before launch
Tracking
Overview
More about processes
Overview
Edit processes
Overview
Delete a process
Edit tasks and process properties
Add process notes
Rename a process
Add tasks to active processes
Auto-name a process in Tallyfy
Managing the complete process lifecycle
Make a process visible to outsiders or guests
Export process to CSV
Commenting processes
Tasks view
Overview
Customize the task view
Organize tasks and processes into folders
Tracker view
Overview
Organize processes
Overview
Organize processes into folders
Favorite section
Archive and unarchive processes
Manage and track my processes
Check process activity
Create custom views
Switch between views
More about tasks
Overview
Edit tasks
Overview
Add videos to a task
The rich text editor
Assign members or guests after launching
Complete guide to task assignment options
Create a one-off task
Step types
Types of form fields
Complete or reopen tasks
Create and use subtasks
Send email reminders
Report blockers and improvement feedback
Paste cells into a Tallyfy table
Escalating overdue tasks
Manage comments
Advanced tab
Comparison with flowcharts and spreadsheets
Check notifications
Protect sensitive data
Settings
Overview
Billing
Overview
Tallyfy's Account and Member Limits
Access and manage my billing details
Organization settings
Overview
Organization branding
Organization customization settings
Customize work week
Remove a member
Auto-launch templates for new members
Understanding Member Statuses
Update organization details
Personal settings
Overview
Personalization settings
Manage email notifications
Cancel and delete your Tallyfy account
Change my email address
Change or reset your password
Update your profile picture
Switch between organizations
Integrations
Overview
Authentication and SSO
Overview
Integrate Azure AD
Integrate Google Suite
Integrate Okta
Integrate OneLogin
Computer AI Agents
Overview
AI Agent Vendors
Overview
Twin.so AI Agents
Skyvern AI Agents
Manus AI Agents
Claude Computer Use
OpenAI Operator
RPA vs. Computer AI Agents
Email and SMTP
Overview
Gmail add-on
Set up custom SMTP sending
Slack
Overview
Tallyfy Analytics
Overview
Power BI
Overview
Connect Power BI
Tableau
Overview
Connect Tableau to Tallyfy
Sample Tableau visualizations
Share a Tableau workbook
Troubleshoot issues
Why use BI platforms vs. native analytics?
Measure reading engagement with Google Analytics or Mixpanel
CSV file structure
How Tallyfy Analytics works
Middleware
Overview
Power Automate
Overview
Connect Tallyfy to Power Automate
Understanding Power Automate basics
Creating your first flow in Power Automate
Working with email automation in Power Automate
Managing files with Power Automate
Triggering flows manually (button flows)
Using conditional logic in Power Automate
Building approval workflows with Power Automate
Advanced conditions and expressions in Power Automate
Working with data operations and variables in Power Automate
Connecting Power Automate to external data sources
Integrating Power Automate approvals with Microsoft Teams
Automating Azure AD with Power Automate
Introduction to RPA with Power Automate
Leveraging AI Builder in Power Automate
Managing and monitoring Power Automate flows
Zapier
Overview
Tallyfy & Zapier
Connect Tallyfy to Zapier
Automate monthly process launch with Zapier
Troubleshooting Tallyfy-Zapier integration issues
Action to 'Launch Process'
Automate tasks in Tallyfy using zaps
Integrate to your CRM or ERP
Stream data to a spreadsheet
Why use an integration platform (middleware) with Tallyfy
Open API
Overview
Integrate with Tallyfy using the API
Combining RPA systems and human operators
OAuth authorization flow for third-party applications
Sniff API calls using Chrome
API usage as a third-party application instead of a user
API code samples
Code Samples
Authentication methods
Authentication
Get & use a personal access token
Use the Client Credentials Flow
Managing templates (blueprints)
Templates (Blueprints)
List templates
Create a template
Get template
Update template
Archive or delete template
Managing processes (Runs)
Processes (Runs)
Launch process
List processes
Get process
Update process
Archive process
Activate process
Delete process
Managing tasks
Tasks
List organization tasks
List process tasks
Get task
Create one-off task
Archive task
Update task
Complete task
Reopen task
Delete task
Managing files
Files
Upload & attach file
Download file
Get file metadata
Delete file
Managing members (Users)
Members (Users)
List members
Invite member
Get member
Remove member
Update member
Update member role
Managing guests
Guests
List guests
Create guest
Get guest
Update guest
Delete guest
Managing groups
Groups
List groups
Create group
Get group
Delete group
Update group
Managing tags
Tags
List tags
Create tag
Get tag
Update tag
Archive tag
Webhooks
Overview
Details about webhooks
Webhook scenarios
Send emails using webhooks
Azure Translation Services
Overview
How to set up Azure Cognitive AI integration
How to use content translation
Exploring interactive email actions
Overview
Miscellaneous
Overview
Terms & legals
Overview
Tallyfy's privacy policy
Country restrictions
Support
Overview
In-app user guide
Share screenshots and screencasts with Tallyfy support
Not receiving emails from Tallyfy
Contact Tallyfy support or engage in professional services
Provide necessary info to Tallyfy's support team
Troubleshooting
Overview
Clear cache in Chrome
Clear cache in Edge
Clear cache in Firefox
Clear cache in Safari
Translate content
Glossary
Generate a HAR file for troubleshooting
Keyboard shortcuts in Tallyfy
File storage security
Stay updated with Tallyfy's latest features
Become a Tallyfy partner
Connect Tallyfy to other apps using private browsing
Tallyfy on mobile devices
Universal search
Find your Tallyfy IDs
Pricing
Overview
Non-profit discount
Compliance
Overview
Understanding BIMI compliance for Tallyfy emails
How Tallyfy uses HTTP Strict Transport Security (HSTS)
Changelog
Overview
2021
Overview
2021-09-06
2021-09-22
2021-10-13
2021-10-22
2021-11-12
2021-12-09
2021-12-28
2022
Overview
2022-01-11
2022-02-09
2022-02-18
2022-02-25
2022-03-09
2022-03-17
2022-04-13
2022-05-04
2022-05-18
2022-05-30
2022-06-13
2022-06-21
2022-07-04
2022-07-18
2022-07-19
2022-08-10
2022-08-26
2022-08-29
2022-08-30
2022-08-31
2022-09-02
2022-09-22
2022-09-23
2022-09-27
2022-09-28
2022-09-29
2022-10-20
2022-10-21
2022-10-29
2022-11-14
2022-11-16
2022-12-01
2022-12-14
2022-12-30
2023
Overview
2023-01-10
2023-01-20
2023-01-21
2023-02-06
2023-02-07
2023-02-25
2023-03-16
2023-03-24
2023-03-30
2023-04-05
2023-04-21
2023-05-07
2023-05-11
2023-05-19
2023-05-25
2023-06-09
2023-06-24
2023-07-15
2023-07-17
2023-08-08
2023-09-11
2023-09-13
2023-10-04
2023-10-05
2023-10-16
2023-10-17
2023-10-26
2023-10-30
2023-11-01
2023-11-24
2023-12-16
2024
Overview
2024-01-03
2024-02-03
2024-02-06
2024-02-27
2024-03-04
2024-03-05
2024-03-24
2024-03-26
2024-04-28
2024-05-10
2024-06-19
2024-06-20
2024-06-22
2024-06-28
2024-07-19
2024-07-30
2024-07-31
2024-08-02
2024-08-07
2024-08-17
2024-08-19
2024-08-21
2024-09-14
2024-09-19
2024-09-20
2024-09-22
2024-10-19
2024-10-22
2024-10-23
2024-10-25
2024-11-16
2024-11-17
2024-11-19
2024-11-30
2024-12-15
2025
Overview
2025-01-10
2025-01-11
2025-01-18
2025-01-25
2025-01-29
2025-02-12
2025-02-22
2025-02-24
2025-02-26
2025-03-08
2025-03-31
2025-04-12
2025-04-24
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We’re putting the finishing touches on a major update with improved interface design and enhanced functionality - coming very soon.
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