How can I get support and help my team use Tallyfy?
This comprehensive section covers how to get help from Tallyfy and offers proven tips to encourage your team to adopt and use Tallyfy effectively.
How can I drive successful workflow adoption?
Getting your team to successfully adopt a new tool like Tallyfy takes strategic planning. Here are proven tips based on our adoption best practices guide:
Involve users early: Talk to the people who’ll use the processes day-to-day as you set them up
Start with valuable processes: Choose initial processes that solve real problems or quickly save time
Get manager buy-in: Ensure leaders visibly use and support Tallyfy
Share success stories: Encourage team members to share how Tallyfy is helping them
Plan the rollout: Don’t just launch it; have a solid plan for introducing it
How can I automatically onboard new team members?
A great way to help new hires learn Tallyfy and company processes is to automatically launch an onboarding template for them when they join. This approach works because it gives real-time guidance instead of relying on memory, which fails due to the forgetting curve.
How: In Settings > Organization > Customization, choose a template under Auto-Launch Template for New Members
Benefit: Every new member is automatically assigned tasks that guide them through learning Tallyfy and key company procedures
Snippets are reusable text blocks. You can set up special “Universal Snippets” in Settings > Organization > Personalization to show messages in specific places:
Guest View Snippets: Show custom messages to external guests when they view tasks
Member Homepage Snippets: Display permanent messages on all members’ Tallyfy homepages (excellent for announcements or important links)
New Member Onboarding Snippets: Show a one-time welcome message only to new members when they first log in
Light Role Template Editing Snippets: Show a message if a Light role user tries to edit a template (which they can’t), explaining why
Using these strategic snippets helps guide users through their Tallyfy experience effectively.
How can I measure workflow adoption success?
How do you know if people are successfully adopting Tallyfy?
Look at usage statistics and metrics (if available)
Check if processes are completed faster or more consistently
Ask your team for regular feedback and suggestions
Monitor if there’s less email about process coordination
Tallyfy automatically launches designated onboarding templates for new members when they join an organization providing structured consistent training experiences that reduce administrative work increase platform adoption and ensure standardized knowledge transfer through self-guided processes.
Tallyfy tutorials provide step-by-step guidance to create templates launch automated workflows and master essential features within 15-30 minutes helping teams transform their business processes from setup to implementation.
Tallyfy transforms business processes into self-driving workflows without coding using AI to create templates that automatically assign tasks track progress and delegate work to people or automation while solving workflow inefficiencies that waste 20-40% of work time.
Tallyfy enables organizations to create custom onboarding snippets through Settings > Organization > Personalization where administrators can configure welcome messages that appear either once for new members upon first login or permanently on the homepage for all members.
