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Keyboard shortcuts in Tallyfy

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 template library 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 explains how to launch a workflow process from an existing template in Tallyfy by navigating to templates finding your desired template clicking launch completing any kick-off forms naming the process instance optionally reviewing and editing settings then launching to create an active trackable workflow.

Launching > Launch manually

Manual process launching in Tallyfy allows users to initiate new workflow instances from existing templates with complete control over timing customization and validation before execution begins through accessing the templates library selecting the desired template naming the instance and optionally modifying assignees or deadlines.

Pro > Getting started

Tallyfy provides step-by-step tutorials that guide new users through setting up their organization navigating the platform creating workflow templates and launching processes to build foundational workflow management skills for operational excellence.
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