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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 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.

Tutorials > Launch a process

This tutorial demonstrates launching workflow processes in Tallyfy by selecting templates from the sidebar completing optional kick-off forms naming the process instance and clicking launch to create active trackable workflows with automatic notifications and progress monitoring.

Launching > Launch manually

Manual process launching in Tallyfy allows you to initiate workflow instances from templates with complete control over timing and customization by selecting a template naming the instance and clicking launch to create an active trackable process.

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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