Organization branding

How to customize and use your branding colors and logo in Tallyfy

Tallyfy allows organizations to personalize their branding by customizing logos, colors, and adding custom CSS rules.

Branding options include:

• Display your organization\‘s logo in task views and emails
• Apply your brand colors to all member task views and emails
• Provide branded interfaces for external guests

To change your logo and colors, navigate to Settings > Organization > Branding. A preview of your branded task and process view will be displayed, as shown in the example below:

Email customization:

• Adjust email appearance to align with your brand identity
• Maintain consistent branding across all communications

Global CSS:

Tallyfy has a brilliant feature which enables you to add custom CSS rules globally to all your content so that the default styling of your content looks perfect, and on-brand. Examples of this include making all headings have a certain design or color, making tables look like your branded design, etc.

To add custom CSS, go to Settings > Organization > Branding and click on the “Edit Global CSS” button. Here, you can add your custom CSS rules.

More on member permissions

Note that CSS added within the Settings > Organization > Branding section here applies globally - to all task descriptions and templates (documents, step descriptions, etc.):

The following default CSS can be used as a starting point for customization to match your brand.

ul,
ol {
  list-style-position: outside;
  padding-left: 1rem !important;
}
ul {
  list-style-type: none;
}
ul li {
  vertical-align: middle;
}
ul li::before {
  content: "▪";
  color: #f26523;
  display: inline-block;
  align-items: center;
  width: 1rem;
  margin-left: -1rem;
  font-size: 22px;
  vertical-align: middle;
}
table {
  margin-left: 0 !important;
  width: 100% !important;
}
table tbody tr td {
  padding: 8px 12px;
}
table > thead tr td,
table > tbody:first-child tr:first-child td {
  background: #f26523;
}
table > thead tr td,
table > thead tr td *,
table > tbody:first-child tr:first-child td,
table > tbody:first-child tr:first-child td * {
  color: white !important;
}
table > tbody:first-child tr:nth-child(odd):not(:first-child) td,
table > tbody:not(:first-child) tr:nth-child(odd) td {
  background-color: white;
}
table tbody tr:nth-child(even) td {
  background-color: #f2f2f2;
}
h1,
h1 * {
  font-sidebar:
   order: 400 !important;
}
h1,
h2,
h3 {
  margin-top: 1rem !important;
  margin-bottom: 1rem !important;
}
froala-bp-view .process-timeline {
  display: inline;
}

Full White Labelling:

While Tallyfy cannot provide complete white labeling, there is a partner program available for Tallyfy Ambassadors. If you’re interested in reselling Tallyfy or providing complimentary services, check out the details here: Tallyfy Partners ↗

Email and SMTP:

You can use your own SMTP server to send emails from Tallyfy. Find out more about this feature and how to test SMTP settings by visiting this link: Customize Email Sending

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