Skip to content

Organization branding

Customizing Tallyfy with your branding

Administrators can customize Tallyfy to match your company branding.

What you can customize

  • Logo: Show your company logo in Tallyfy task views and emails.
  • Colors: Use your brand colors in the member interface and emails.
  • Guest Views: Provide a professional, branded experience for external guests.
  • Global CSS: Add custom CSS code to change standard styles (like headings or tables) across Tallyfy.

How to change logo and colors

  1. Go to Settings > Organization > Branding.
  2. Upload your company logo.
  3. Choose your primary brand color using the color picker or by entering a Hex code (e.g., #FF5733).
  4. Check the preview to see how tasks and processes will appear with your branding.
Branding customization screen in Settings Example of branded task view

Customizing content style with global CSS

You can add CSS rules to change how standard elements (like headings, lists, or tables) look in task descriptions, templates, and documents across your Tallyfy account.

For example, you could make all H2 headings a specific color or adjust the default table style.

To add CSS:

  1. Go to Settings > Organization > Branding.
  2. Click Edit Global CSS.
  3. Enter your custom CSS rules in the provided 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;
}

Full white-labeling

Tallyfy doesn’t currently offer complete white-labeling (removing all Tallyfy branding). However, partners in our Ambassador program ↗ may have different options. See the Partner page ↗ for details.

Custom email sending (SMTP)

You can configure Tallyfy to send emails via your company’s email server instead of Tallyfy’s default service. Learn more: Customize email sending.

Org Settings > Organization customization settings

Organization settings in Tallyfy allow administrators to manage member permissions email domains content creation task management onboarding schedules notifications and webhook formatting for the entire organization.

Settings > Organization settings

Administrators can control organization-wide configurations including member management billing branding integrations and other company settings through dedicated admin tools and interfaces.

Pro > Settings

Tallyfy’s settings are structured into personal preferences for individual users and organization-wide configurations managed by administrators to ensure efficient workflow management and platform customization.
Get in touch
About Tallyfy