This comprehensive glossary defines essential workflow platform terminology used throughout Tallyfy®. Understanding these specific terms enables more effective platform navigation and workflow management success.
Mastering Tallyfy terminology accelerates your workflow automation learning curve and helps teams communicate more precisely about business process management and digital transformation initiatives.
Administrator
Administrator users possess full organizational access permissions including template creation, editing capabilities, settings management, and complete organization administration rights.
Agentic Workflow
Agentic workflows leverage AI agents that autonomously plan, execute, and dynamically adapt action sequences to achieve high-level business goals. This approach contrasts with traditional linear, predefined workflow scripts.
Analytics
Tallyfy Analytics provides comprehensive business intelligence tools and detailed reports delivering insights into process performance metrics, task completion times, and workflow efficiency statistics.
API (Application Programming Interface)
Tallyfy’s API enables external software systems to interact programmatically with workflow platform functionality through standardized integration protocols.
Approve/Reject Task
Approve/Reject tasks represent specific workflow decision points requiring assignees to either approve or reject submitted items. These tasks commonly serve as crucial workflow gateways.
Assignee
Task assignees are designated individuals responsible for completing specific workflow tasks within defined timeframes and quality standards.
Automation Rule
Automation rules implement logical “if-this-then-that” conditions enabling processes to adapt automatically based on specific triggers, data conditions, or workflow events.
Auto-Send Email
Auto-Send Email tasks automatically dispatch predefined email messages when workflow execution reaches specific process steps, eliminating manual email review requirements.
Blueprint
Blueprint represents Tallyfy’s API terminology for workflow templates, providing programmatic access to template structures and configurations.
BPMN (Business Process Model and Notation)
BPMN provides standardized graphical notation for representing business processes within workflow diagrams. BPMN diagrams can be systematically converted into executable Tallyfy templates.
Board View
Board View displays processes as visual cards within Tallyfy’s Tracker interface, enabling intuitive Kanban-style workflow visualization and drag-and-drop process management.
Checklist Field
Checklist Fields enable subtask creation within parent tasks, featuring configurable completion rules and granular progress tracking capabilities.
Computer AI Agent
Computer AI Agents represent sophisticated software systems capable of perceiving digital environments, making autonomous decisions, and executing complex tasks. These agents automate intricate web and application interactions previously requiring human intervention.
Compliance
Tallyfy’s compliance features assist organizations in meeting regulatory requirements through comprehensive documentation systems, detailed audit trails, and standardized process controls.
Conditional Logic
Conditional logic rules determine workflow progression paths based on specific data conditions, user responses, or system states. These “if-this-then-that” rules enable dynamic workflow adaptation.
CSV Export
CSV Export functionality enables process data extraction to comma-separated values file format, facilitating advanced analysis within spreadsheet applications and business intelligence tools.
Custom View
Custom Views provide personalized Tracker configurations that filter and display processes according to user-defined criteria, improving workflow visibility and management efficiency.
Dashboard
The central interface displaying critical information including recent processes, assigned tasks, system announcements, and workflow performance metrics.
Deadline
The specific date and time by which a task must be completed to maintain workflow schedule adherence. Different from start time, which indicates when work should begin.
Document Template
A reusable document structure with fixed content elements and customizable fields for creating standardized business documents.
Email Draft
A specialized task type that prepares email messages for human review and approval before automated sending.
Expiring Step
A time-sensitive task that automatically completes after a predefined time period, ensuring workflow progression continues.
Field
A data entry element within forms where users input specific information types including text, numbers, dates, or file uploads.
Folder
An organizational structure for grouping templates or tasks into logical categories for enhanced navigation and management efficiency.
Form
A structured collection of fields designed to systematically gather specific information from users or external collaborators.
Guest
An external collaborator from outside your organization who can participate in specific processes without requiring a paid Tallyfy license or account creation.
Integration
A bidirectional connection between Tallyfy and external software systems enabling automated data exchange and action triggering across platforms.
Interactive Email Actions
A streamlined feature allowing email recipients to directly approve, reject, or complete other task actions from email notifications without requiring Tallyfy login.
Intelligent Process Automation (IPA)
A comprehensive automation approach combining human tasks, RPA bots, and Computer AI Agents within unified, intelligent workflow processes.
Job Title Assignment
Assigning tasks to a role instead of a specific person, allowing flexibility in who completes the task.
Kick-off Form
The initial form that collects information when launching a process.
Launch
The action of starting a new process instance from a template.
Light User
A user role with limited capabilities at a lower cost, who can complete tasks but cannot create or edit templates.
Magic Link
A special URL that allows processes to be launched by anyone (even without a Tallyfy account) who has access to the link.
Member
A registered user within your Tallyfy organization with a specific role.
Middleware
A custom code layer that can handle complex integrations between Tallyfy and other systems.
OAuth
An authorization protocol that allows third-party applications to access Tallyfy’s API on behalf of users without sharing password credentials.
Organization
The top-level account in Tallyfy that contains all members, templates, and processes.
Organization ID
A unique identifier for your Tallyfy account, often needed for support or integration purposes.
Personal Settings
User-specific configurations like notification preferences and language settings.
Power Tools
Advanced template features that enable more sophisticated automation and enhanced functionality in Tallyfy.
Process
A running instance of a template that tracks the execution of a specific workflow.
Process Lifecycle
The complete sequence of phases a process goes through, from creation and launch to execution, monitoring, and completion.
Process Notes
Additional contextual information that can be added to a process for improved communication and documentation.
Procedure Template
A reusable definition of a workflow that outlines the steps, assignments, and rules for a business process.
Rich Text Editor
The text formatting tool in Tallyfy that allows for styling text, adding links, embedding images, and more in task descriptions and fields.
RPA (Robotic Process Automation)
Technology that uses software “bots” to mimic repetitive, rule-based human actions on digital systems, following pre-programmed scripts.
Role
Defines what actions a user can perform in Tallyfy (Administrator, Standard, or Light).
Single Sign-On (SSO)
Authentication method allowing users to access Tallyfy using existing corporate credentials.
Snippet
Reusable blocks of content that can be inserted into templates.
Standard User
A user role that can create and edit templates but cannot manage organization-wide settings.
Start Time
The suggested date and time when work should begin on a task. Unlike deadlines (which determine when work must be complete), start times provide scheduling guidance but are not enforced.
Step
A component in a template that becomes a task when a process is launched.
Subtask
A smaller action item within a task, typically created using a checklist field, allowing for granular tracking of task components.
Table View
A display format in the Tracker view that shows processes in a spreadsheet-like layout with rows and columns.
Tags
Keywords or labels that can be added to templates and processes for categorization and filtering.
Task
A single unit of work within a process that is assigned to someone for completion.
Tasks View
The interface showing all tasks assigned to you or others across all processes.
Template
A reusable blueprint that defines a standardized process or document.
Template Import
A feature that allows users to import templates from CSV files or other sources to quickly create new templates.
Template Owner
The person responsible for maintaining and updating a specific template.
Trackable AI
Tallyfy’s approach to AI integration that ensures all automated actions are visible, accountable, and continuously improvable.
Tracker View
The interface showing a bird’s-eye view of process progress at a per-process level.
Translation
Features for displaying Tallyfy’s interface and content in different languages.
Universal Search
The search function that finds content across all areas of Tallyfy.
Variable
A placeholder that can be used in templates and automatically filled with specific information during process execution.
Version Control
The system automatically tracks changes made to templates, allowing you to view previous versions.
Webhook
A method for Tallyfy to send real-time notifications to other systems when specific events occur.
Workflow
A sequence of tasks that represent a business process, typically implemented as a procedure template in Tallyfy.
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