What email integration options does Tallyfy provide?
Tallyfy offers comprehensive email integration capabilities that significantly enhance workflow communication and task management through multiple sophisticated connection methods.
These strategic email integrations streamline workflow notifications, enable professional custom branding, and facilitate seamless task management directly within familiar email platforms that teams use daily.
How can I use custom SMTP with Tallyfy?
Tallyfy supports advanced custom SMTP configuration enabling organizations to send all workflow emails through their own dedicated email servers rather than Tallyfy’s default infrastructure.
Custom SMTP setup provides comprehensive control over email delivery while maintaining complete consistency with existing corporate email systems and branding standards.
Why implement custom SMTP?
Professional Branding: Emails appear to originate directly from your company domain, maintaining brand consistency.
Enhanced Deliverability: Leverages your organization’s established email reputation and delivery infrastructure.
Regulatory Compliance: Maintains all email communication within your company’s controlled systems and compliance frameworks.
Advanced Filtering: Applies your organization’s existing email rules, security filters, and governance policies.
(Setting up Custom SMTP requires technical details from your IT team. See the Custom SMTP Setup Guide - Note: This guide is technical).
What is the Tallyfy Gmail Add-on?
The Tallyfy Gmail add-on enables seamless Tallyfy workflow management directly within your Gmail inbox interface.
Process Initiation: Launch Tallyfy processes directly from existing email messages.
Email-to-Task Conversion: Transform incoming emails into structured Tallyfy tasks for proper workflow tracking.
Integrated Task Management: View and manage your complete task list without leaving your Gmail environment.
How can I manage Tallyfy email notifications?
Tallyfy sends automated email notifications for various workflow events including task assignments, comments, and process updates. Each user maintains granular control over notification frequency by customizing their personal notification preferences. See Manage Email Notifications for detailed configuration instructions.
What are Interactive Email Actions in development?
Tallyfy is actively exploring advanced capabilities to enhance email notifications through interactive email actions. This innovative technology, supported by platforms like Microsoft Outlook (Actionable Messages) and Gmail (Gmail Markup Actions), would enable users to perform essential Tallyfy actions—such as approving tasks or adding quick comments—directly within email messages without requiring navigation to the Tallyfy application. This development represents our ongoing commitment to streamlining workflows and minimizing disruptive context switching for improved productivity.
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.
Tallyfy is exploring interactive email actions that would allow users to complete tasks approve requests and provide input directly within their email clients using Microsoft Actionable Messages and Gmail Markup Actions without needing to navigate to external applications.
The Tallyfy Gmail Add-on enables users to manage tasks and processes directly from Gmail by creating tasks launching workflows and tracking status without switching between applications.
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.
