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.
In-app user guide
Tallyfy includes a built-in 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:
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Sidebar Help Button: Click the Help button (displaying a ? icon) positioned near the bottom of the left sidebar.
- This action opens a support panel. Use the
Answerstab to search through help articles, or select theAsktab to send direct messages to our support team.
- This action opens a support panel. Use the
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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.
- This option opens the complete help documentation website in a new browser tab.
Tallyfy provides complete support through in-app help bubbles email assistance and unlimited 25-minute screen-sharing calls plus professional services for complex implementations including dedicated account management process mapping consultation and custom template development.
The Tallyfy platform interface features a left sidebar with navigation options like CREATE TASKS and TRACKER along with a universal search bar and top icons for language selection and notifications to help users efficiently manage workflows and find information.
Miscellaneous > See product updates
Tallyfy users can stay updated with the latest features by accessing the Latest Updates section through their profile menu within the platform or by visiting the complete changelog page at tallyfy.com/changelog.
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