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In-app user guide

Where can I find the in-app user guide?

Tallyfy® includes a comprehensive built-in Tallyfy user guide that provides instant access to answers and step-by-step guides while you work. This integrated support ensures you can resolve questions without leaving your current workflow.

Two primary access methods are available when logged into Tallyfy:

  1. Sidebar Help Button: Click the Help button (displaying a ? icon) positioned near the bottom of the left sidebar.

    • This action opens a comprehensive support panel. Use the Answers tab to search through help articles, or select the Ask tab to send direct messages to our support team. Help button in sidebar and the resulting panel

  2. User Profile Menu: Click your name or profile picture in the top right corner, then select Help and FAQs from the dropdown options.

    • This option opens the complete help documentation website in a new browser tab for comprehensive reference. Help and FAQs option in the user menu

Tutorials > How-to guides

Tallyfy’s how-to guides offer task-focused instructions and real-world implementation approaches to help users solve common workflow challenges and optimize their business processes more effectively.

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.

Support > Contact Tallyfy support or engage in professional services

Tallyfy provides comprehensive support through free options including in-app help bubbles email support and live screen-sharing calls plus paid professional services for complex projects requiring dedicated account management process consultation and specialized implementation assistance.
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