The advanced tab offers powerful customization options including process launching, mandatory task settings, assignee requirements, task locking, webhook integration, guest access control, and step alias identification for enhanced workflow management.
Keyboard shortcuts in Tallyfy
In this article, we’ll show you some awesome keyboard shortcuts and tips to help you navigate Tallyfy more efficiently. Let’s get started!
Keyboard shortcuts are a great way to perform actions faster. Here are some handy shortcuts you can use in Tallyfy:
You can use these shortcuts anywhere in the app (except from within a process or template).
- To quickly add a one-off task, press CTRL + OPT + T simultaneously.
- To enter the template library and launch a process, press CTRL + OPT + P simultaneously.
When completing a task form, you can use the following shortcuts:
- Press TAB to navigate from form field to form field. You can also use it to travel within form field options.
- Press SPACEBAR to select a given option:
- Dropdown
- Radio Button
- Checklist
- File Upload
That’s it! These shortcuts will save you time and make your workflow more efficient. Happy Tallyfying! 😄
Tallyfy’s navigation system features a comprehensive left sidebar, search functionality, and top bar controls that enable users to efficiently manage processes, tasks, templates, and organizational settings while offering language options and notification alerts.
Tallyfy integrates with Zapier to enable seamless task management and automation across thousands of apps, allowing users to create workflows, handle client onboarding, set up recurring tasks, and track form submissions without coding expertise.
Launching > Launch a process from a web form
Tallyfy enables users to efficiently launch processes and automatically populate fields through a web form integration by sharing a unique URL with customizable query parameters for field values.
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