Organization branding

How can I customize Tallyfy^® with my organization’s branding?

Administrators can customize Tallyfy^® to match your company branding perfectly. This comprehensive personalization creates a professional, cohesive experience that seamlessly aligns with your organization’s visual identity and brand standards.

What branding elements can I customize in Tallyfy?

• Logo customization: Display your company logo prominently in Tallyfy^® task views and email communications.
• Brand colors: Apply your corporate color palette throughout the member interface and email templates.
• Guest experience: Provide a professional, branded interface for external guests and collaborators.
• Advanced styling: Add custom CSS code to modify standard visual elements (like headings or tables) across your entire Tallyfy platform.

How do I change the logo and colors in Tallyfy?

1. Navigate to Settings > Organization > Branding.
2. Upload your company logo using the file upload feature.
3. Select your primary brand color using the color picker tool or by entering a specific Hex code (e.g., #FF5733).
4. Review the live preview to see how tasks and processes will appear with your custom branding applied.

How can I customize content style with global CSS in Tallyfy?

Advanced feature

This requires knowledge of CSS programming.

You can add custom CSS rules to modify how standard visual elements (like headings, lists, or tables) appear in task descriptions, templates, and documents throughout your Tallyfy account.

For example, you could make all H2 headings display in a specific brand color or adjust the default table styling to match your corporate design standards.

To add custom CSS styling:

1. Navigate to Settings > Organization > Branding.
2. Click the Edit Global CSS button.
3. Enter your custom CSS rules in the provided code editor field.

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;
}

Does Tallyfy offer complete white-labeling capabilities?

Tallyfy doesn’t currently offer complete white-labeling (which would remove all Tallyfy branding elements). However, partners participating in our Ambassador program ↗ may have access to different customization options. Visit the Partner page ↗ for comprehensive details about advanced branding possibilities.

How can I set up custom email sending (SMTP) in Tallyfy?

You can configure Tallyfy to send all emails via your company’s dedicated email server instead of Tallyfy’s default email service. This configuration provides superior brand consistency and enhanced organizational control over email communications. Learn more: Customize email sending.

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Administrators can control organization-wide settings in Tallyfy that affect all team members including member permissions billing configurations branding customization integrations and other company-wide administrative options through their exclusive access privileges.