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Keyboard shortcuts

What keyboard shortcuts can I use in Tallyfy?

Keyboard shortcuts enable faster navigation and task completion in Tallyfy by providing quick access to frequently used functions and workflow actions.

What general shortcuts work throughout Tallyfy?

These universal shortcuts function on most Tallyfy pages, except when actively using the template editor or viewing running process details.

  • Create a one-off task: Press Ctrl + Option + T (Mac) or Ctrl + Alt + T (Windows) to quickly create standalone tasks.
  • Launch a process: Press Ctrl + Option + P (Mac) or Ctrl + Alt + P (Windows) to open the Templates section for process launching.

What shortcuts work when completing forms?

When completing tasks with form fields, these shortcuts improve data entry efficiency:

  • Tab key: Navigate between form fields and move through options within dropdowns or radio button groups for sequential data entry.
  • Spacebar: Select or activate options including dropdown items, radio button selections, checkbox toggles, and file upload button activation.

Tutorials > Navigate Tallyfy

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.

Tutorials > Launch a process

This tutorial demonstrates launching workflow processes in Tallyfy by navigating to templates selecting the desired template clicking Launch Process completing any kick-off forms naming the instance optionally reviewing settings and finalizing the launch to create an active trackable workflow with automatic notifications.

Launching > Launch manually

Manual process launching in Tallyfy transforms reusable templates into active workflow instances by clicking Launch Process on template cards and providing unique names to ensure complete step tracking and customization control throughout workflow execution.

Support > Share screenshots

Screenshots and screencasts help Tallyfy support teams quickly understand and resolve issues by providing visual documentation of problems through screen captures using keyboard shortcuts on Mac and Windows or screen recordings using free tools like Loom Screencastify and Recordit.
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