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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 left sidebar menu universal search bar and top-right icons for efficient navigation through its workflow management interface and administrative functions.

Tutorials > Key features

Tallyfy offers powerful workflow management capabilities with real-time tracking conditional automation external collaboration options and comprehensive navigation features through its platform interface.

Edit Task > The rich text editor

The rich text editor enables formatting text with basic styling inserting dynamic variables and snippets adding media elements and maintaining structured content while automatically removing complex formatting when pasting from external sources.
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