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Find your Tallyfy IDs

How can I find my Tallyfy IDs?

Every element within Tallyfy® possesses a unique identification number that serves various administrative and technical purposes across the platform.

These unique IDs prove essential when contacting Tallyfy® support for assistance, configuring specific integrations including template imports, or performing advanced workflow management tasks requiring precise system identification.

Where can I locate the main Tallyfy IDs?

How do I find my Organization ID?

  • Navigate to Settings > Organization.
  • Your Organization ID is clearly displayed in this section. Organization ID shown in Settings

How do I find a Template ID?

  • Open the desired template in Edit mode.
  • Click the Settings (or Config) button in the top toolbar.
  • Navigate to the Export tab (sometimes labeled Tools).
  • The Template ID is displayed in this section, along with the Organization ID.

How do I find a Process ID?

  • Open a specific running process.
  • Examine the web address (URL) in your browser’s address bar.
  • The URL follows this format: https://go.tallyfy.com/[ORG_ID]/processes/[PROCESS_ID].
  • The segment after /processes/ represents the unique ID for that specific process instance.

Pro > Miscellaneous

Tallyfy offers additional features and resources including company information support and troubleshooting browser compatibility system features like file storage and search organization ID management legal documentation and comprehensive tutorials for optimizing workflow management capabilities.

Tutorials > Key features

Tallyfy offers comprehensive workflow management features including real-time status tracking intelligent automation through conditional logic external guest collaboration and advanced process optimization that transform static documentation into dynamic trackable workflows for operational excellence.

Tutorials > Navigate Tallyfy

The Tallyfy platform interface features a left sidebar menu for primary navigation with options to create workflows access tasks and templates manage team members and adjust settings plus a universal search bar and top bar icons for language selection and notifications.