Support > Provide necessary info to Tallyfy's support team
Support team assistance requires sharing the full URL of relevant tasks and the Organization ID which can be accessed through the Settings > Organization menu in Tallyfy.
Find your Tallyfy IDs
The Organization, Template, and Process IDs are unique identification numbers for each organization, template, and process in Tallyfy. These IDs are useful when contacting support or importing templates.
Finding these IDs is super easy! Just take a look at the URLs on each page. We’ve made it simple for you with this visual guide:
-
Organization ID You can find it on your organization’s settings.
-
Template ID You can find your template’s ID by clicking Config on the template editor. and heading to the Tools section.
-
Process ID Similar to the Template ID, the Process ID follows the Organization ID in the URL. After https://go.tallyfy.com/ORGID/processes/PROCESSID ↗, you’ll see the ID when you open or launch the associated process. Each process has its own unique ID!
Finding and using these IDs is a breeze! Contact support or share templates confidently with your partner business. Hooray for simple identification!
Miscellaneous > Universal search
Universal search enables finding templates processes tasks and related information by searching through various attributes like names descriptions tags comments and file paths in Tallyfy while providing shareable result links.
Tallyfy offers a comprehensive set of ready-to-use templates organized in various folders including Marketing HR Product General/Admin Finance Sales IT/Support and Onboarding to help users quickly set up their workflow processes.
Tallyfy templates serve as reusable master blueprints for standardized processes that can be launched multiple times to ensure consistent and high-quality execution of procedures across an organization.
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks