The advanced tab offers powerful customization options including process launching mandatory tasks locked access webhook integration guest permissions and unique step aliases to enhance workflow management and automation capabilities.
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! 😄
The Tallyfy platform offers comprehensive navigation through a left sidebar menu featuring process creation search functionality multiple language options and notification updates alongside various management tools for tasks templates and team members.
Launching > Launch a process from a web form
Streamline workflow efficiency by automatically populating Tallyfy process fields through a web form integration that uses query parameters to fill required information from user submissions.
Tallyfy integrates with Zapier to enable seamless task management and workflow automation across multiple apps while focusing on human-driven processes without requiring coding expertise.
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