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Keyboard shortcuts in Tallyfy

Using keyboard shortcuts in Tallyfy

Keyboard shortcuts can help you perform common actions in Tallyfy faster.

General shortcuts (from most screens)

These shortcuts work on most Tallyfy pages, except when you are inside the template editor or viewing a running process.

  • Create a one-off task: Press Ctrl + Option + T (Mac) or Ctrl + Alt + T (Windows).
  • Launch a process: Press Ctrl + Option + P (Mac) or Ctrl + Alt + P (Windows). This opens the template library.

(Note: The Option key on Mac is the same as the Alt key on Windows keyboards)

Shortcuts when filling out forms

When you are completing a task with form fields:

  • Use the Tab key to move between form fields (and also between options within fields like dropdowns or radio buttons).
  • Use the Spacebar to select or check an option (like choosing a dropdown item, selecting a radio button option, checking a checkbox, or activating a file upload button).

Tutorials > Navigate Tallyfy

The Tallyfy platform features a comprehensive navigation system with a left sidebar menu universal search functionality and top bar icons for accessing various tools settings and notifications across the platform.

Pro > Getting started

A comprehensive guide for new Tallyfy users to learn essential platform features through step-by-step tutorials covering account setup workflow design task management team collaboration and basic automation tools.

Launching > Launch manually

A comprehensive guide explaining how to initiate workflows using templates in Tallyfy by selecting launching options setting names assigning tasks and tracking progress through the platform’s interface.

Tutorials > Launch a process

A comprehensive walkthrough for initiating workflow instances from templates by selecting Launch Process naming the instance customizing settings and monitoring progress through the Tracker view.
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