Introduction
Getting Started
Key Features

Explain it once
Structure intake
If-this-then-that
Real time status
Customer facing
Fill in the blanks

Navigate Tallyfy
Create your first template
Create an automation
Welcome snippets
Create an organization
Launch a process
Essentials
Guests

What is a guest
Assign tasks to guests
Convert a guest into a member
The guest view
Get a guest's unique link
Re-open tasks as a guest

Templates

Automations

Conditionals

Conditionals (IF) explained

Examples

Exclusive choice

Actions

Assignment actions
Visibility actions
Status actions
Deadline actions

Logic operations Explained

Edit a template

Rename a template
Add a description to a template
Change a template's status
Edit steps
Add guidance text to a step

Snippets

Use snippets

Variables

Insert variables

Organize templates into folders
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
Powertools
Track activity
Import a template

Members

Standard and Admin members
Manage member permissions
Convert a member to a guest
Remove a member
Change the role of a member
Invite and activate members
Resending or withdrawing invites

Groups

Create and assign groups

Documents

Digital signatures using middleware
Send data to document creation systems
Add fields to document templates
Create a Table of Contents
Launching
Triggers

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 another process when a task is completed
Launch manually
Automatically schedule a process
Edit before launch
Tracking
More about processes

Edit processes

Delete a process
Edit tasks and process properties
Rename a process
Add tasks to active processes
Auto-name a process in Tallyfy

Launch a process from a web form
Make a process visible to outsiders or guests
Export process to CSV
Commenting processes

Tasks view

Customize the task view
Organize tasks into folders

Tracker view

Organize processes

Add tasks to folders
Favorite section
Archive and unarchive processes

Manage and track my processes
Check process activity
Create custom views
Switch between views

More about tasks

Edit tasks

Add videos to a task
The rich text editor
Assign members or guests after launching

Create a one-off task
Step types
Types of form fields
Complete or reopen tasks
Send email reminders
Report blockers in tasks
Paste cells into a Tallyfy table
Manage comments
Advanced tab

Comparison with flowcharts and spreadsheets
Check notifications
Protect Sensitive Data
Integrations
Authentication and SSO

Integrate Azure AD
Integrate Google Suite
Integrate Okta
Integrate OneLogin

Email and SMTP

Gmail AddOn
Setup custom SMTP sending

Slack

Tallyfy Analytics

PowerBI

Connect PowerBI

Tableau

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

Power Automate

Use Microsoft Power Automate

Zapier

Tallyfy & Zapier
Connect Tallyfy to Zapier
Automate monthly process launch with Zapier
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 with Tallyfy

Open API

Integrate with Tallyfy using API
Launch a process using Tallyfy API
Attach files using the API
Combining RPA systems and human operators
Complete form fields in a task
Sniff API calls using Chrome

Webhooks

Details about webhooks
Webhook scenarios
Send emails using webhooks
Settings
Billing

Tallyfy's Account and Member Limits
Access and Manage My Billing Details

Organization settings

Organization branding
Customize work week
Remove a Member
Update organization details

Personal settings

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
Miscellaneous
Terms & legals

Tallyfy's privacy policy
Country restrictions

Support

In-app user guide
Submit a Help Ticket
Share Screenshots and Screencasts with Tallyfy Support
Not Receiving Emails from Tallyfy
Contact Tallyfy's Support Team
Provide necessary info to Tallyfy's support team

Troubleshooting

Clear Cache in Chrome
Clear Cache in Edge
Clear Cache in Firefox
Clear Cache in Safari

Translate Content
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
Universal search
Find your Tallyfy IDs
Pricing
Non-profit discount

How to successfully convert BPMN patterns into a Tallyfy template

Looking to simplify your Business Process Model and Notation (BPMN) patterns? Look no further than Tallyfy!

Tallyfy is a modern and user-friendly alternative to traditional BPMN. Say goodbye to sifting through multiple static files for guidelines. With Tallyfy, you can easily replicate your BPMN plans in a more innovative and accessible format.

Our CEO, Amit, who is a BPMN expert, has written an extensive guide on how to convert your BPMN into Tallyfy templates. Check it out here .

This guide covers a variety of BPMN patterns, such as sequence, parallel split, synchronization, exclusive choice, and many more. It also includes a helpful summary comparing BPMN and Tallyfy.

If you’re ready to make your business processes simpler and more efficient, give Tallyfy a try. Visit our guide here for more information.

Documenting > Templates

Tallyfy’s templates streamline processes and provide sample templates, editing capabilities, public sharing options, and import/export functionality to help users automate their workflows efficiently.

Templates > Print, Download, and Export Tallyfy Templates

This article provides instructions on viewing, printing, downloading, and exporting templates in Tallyfy.

Templates > Sample Templates

Tallyfy offers a variety of sample templates in their Public Library to help users get started with building their Template Library, including templates for marketing, HR, product, admin, finance, sales, IT, and onboarding processes.

Automations > Examples

Automations in Tallyfy enable decision-making in processes based on configurable conditions, similar to everyday decision-making, and common use case examples are provided to help understand their application.

Get in touch

About Tallyfy