Practical step-by-step instructions and real-world examples demonstrate how to leverage Tallyfy features for solving common workflow challenges and optimizing business processes.
In-app user guide
Tallyfy has a built-in help system where you can find answers and guides while using the app.
There are two main ways to open it when logged in to Tallyfy:
-
Help Button: Click the Help button (often with a ? icon) near the bottom of the left sidebar.
- This opens a panel. Use the
Answers
tab to search help articles, or theAsk
tab to send a message to support.
- This opens a panel. Use the
-
User Menu: Click your name or profile picture in the top right corner, then choose Help and FAQs from the dropdown menu.
- This typically opens the main help documentation website in a new tab.
- This typically opens the main help documentation website in a new tab.
Miscellaneous > Stay updated with Tallyfy's latest features
Users can view Tallyfy’s latest updates either through the user menu inside the platform or by visiting the changelog page on the website.
The Tallyfy platform features a comprehensive navigation system with a left sidebar menu universal search functionality and top bar icons for accessing various tools settings and notifications across the platform.
The comprehensive guide outlines essential Tallyfy features including support resources browser compatibility system functionalities and organizational tools while providing navigation options for accessing documentation and legal information.
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