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In-app user guide

Finding the in-app user guide

Tallyfy has a built-in user guide so you can find answers and step-by-step guides without leaving the app. There are two ways to access it:

  1. Sidebar Help button - Click the ? icon near the bottom of the left sidebar.

    • This opens a support panel. Use the Answers tab to search help articles, or the Ask tab to message our support team directly. User guide panel with search bar and expandable content sections
  2. Profile menu - Click your name or profile picture in the top right corner, then select Help and FAQs.

    • This opens the full help documentation site in a new browser tab. User menu dropdown with Help and FAQs option highlighted

Support > Contact support

Tallyfy provides support through in-app help bubbles, email, and unlimited 25-minute screen-sharing calls - plus professional services for dedicated account management, process mapping, and custom template development.

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 improve their business processes.

Tutorials > Navigate Tallyfy

The Tallyfy interface has a left sidebar with navigation options like CREATE, TASKS and TRACKER, plus a universal search bar and top icons for language selection and notifications.

Miscellaneous > See product updates

Check Tallyfy’s latest features and improvements through the Latest Updates menu inside the app or visit tallyfy.com/changelog for full release notes.