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 specific onboarding templates for new members when they join your organization providing structured consistent training and reducing administrative work while increasing platform adoption through immediate task assignments and self-guided learning experiences.
Tallyfy is a workflow management platform that solves business efficiency problems by helping non-technical users document standardize track and automate processes through AI-powered templates that ensure consistent execution and continuous improvement across organizations.
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.
Tallyfy provides step-by-step tutorials that guide new users through essential workflow management skills from initial account setup to advanced automation capabilities with a recommended sequential learning path covering organization creation navigation template building and process launching.
