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 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:
-
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 theAsk
tab to send direct messages to our support team.
- This action opens a comprehensive support panel. Use the
-
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.
- This option opens the complete help documentation website in a new browser tab for comprehensive reference.
Tallyfy provides comprehensive 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 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.
Miscellaneous > See product updates
Tallyfy users can stay updated with latest features by accessing the Latest Updates option from their profile menu within the platform or by visiting the comprehensive changelog page at tallyfy.com/changelog.
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