Tallyfy streamlines process documentation through three template types: Procedures for step-by-step workflows Documents for standardized forms and Forms for simple data collection helping teams maintain consistency in their operations.
Glossary
This glossary provides definitions for key terms used throughout Tallyfy Pro. Understanding these terms will help you navigate the platform more effectively.
Administrator
A user role with full access to create and edit templates, manage settings, and administer the organization.
Analytics
Tools and reports that provide insights into process performance, completion times, and other metrics.
API (Application Programming Interface)
Allows external systems to interact with Tallyfy programmatically.
Approve/Reject Task
A specific task type that requires the assignee to either approve or reject an item, often used for decision points in a workflow.
Assignee
The person responsible for completing a specific task.
Automation Rule
A logical condition (“if this, then that”) that enables a process to adapt automatically based on specific triggers or conditions.
Auto-Send Email
A task type that automatically sends a predefined email when reached in a process, without requiring manual review.
Blueprint
The term used in Tallyfy’s API for templates.
Compliance
Features that help organizations meet regulatory requirements through documentation, audit trails, and standardized processes.
Conditional Logic
Rules that determine what happens next in a process based on specific conditions (also called “if this, then that” rules).
Dashboard
The main screen showing key information like recent processes, assigned tasks, and announcements.
Deadline
The date and time by which a task must be completed.
Document Template
A reusable form with fixed content and customizable fields for creating standardized documents.
Email Draft
A task type that prepares an email message for review before sending.
Expiring Step
A task that automatically completes after a specified time period.
Field
A data entry element in forms where users can input information (also called form field).
Form
A collection of fields used to gather information.
Guest
An external collaborator (outside your organization) who can participate in specific processes without requiring a paid license.
Integration
A connection between Tallyfy and other software systems to exchange data or trigger actions.
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.
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.
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.
Process
A running instance of a template that tracks the execution of a specific workflow.
Procedure Template
A reusable definition of a workflow that outlines the steps, assignments, and rules for a business process.
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.
Step
A component in a template that becomes a task when a process is launched.
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 Owner
The person responsible for maintaining and updating a specific template.
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.
Tallyfy Pro streamlines business operations through workflow automation enabling teams to document track automate and continuously improve their repeatable processes while maintaining quality standards and real-time visibility.
Tallyfy templates serve as reusable blueprints that standardize business processes enabling consistent workflow execution through step-by-step procedures and document templates while maintaining organizational knowledge and improving efficiency.
Variables act as dynamic placeholders that automatically transport form field data between process steps to streamline information flow and enable content customization in Tallyfy.
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