Process Improvement > Understand process flow without flowcharts
Problems with flowcharts
No, Tallyfy isn’t for building flowcharts - it’s something much better. You’re looking for a way to actually run and track your processes, not just draw them.
Sure, flowcharts can show you a process - but they can’t actually run it. That’s the problem. Here’s what makes Tallyfy different:
- Includes everything you need: Add detailed instructions, videos, and files right where people need them. No more hunting for that PDF guide.
- Shows you what’s happening now: See exactly where each process stands in real-time. Is John stuck on step 3? You’ll know.
- Gets work to the right people: Assign specific tasks with deadlines - and Tallyfy sends automatic reminders.
- People actually use it: Unlike that flowchart gathering dust on the shared drive, this becomes a living workflow your team follows daily.
Anyone who’s tried tracking processes in spreadsheets knows it gets messy fast. You’ve been there - multiple versions floating around, nobody updating their status, that one cell with the broken formula.
Tallyfy fixes all that:
- Everything lives in one spot: No more jumping between 15 different spreadsheets to track your processes. It’s all here.
- You know who’s doing what: Each task shows exactly who’s responsible. No more “I thought Sarah was handling that” moments.
- Steps happen in order: The workflow follows your actual process - with smart rules that route tasks based on what happened before.
- People see only what they need: Set permissions so contractors see their tasks while managers see everything.
- One version, always current: Forget “Process_Tracker_v2_FINAL_FINAL_actually_final.xlsx” - everyone works from the same live workflow.


Word docs and PDFs might work for storing information, but they’re terrible for actually running processes. Think about it - when’s the last time your team enthusiastically opened that 47-page procedures manual?
Here’s the difference:
- Find what you need instantly: Instead of scrolling through pages, jump straight to the step you’re on. Simple.
- Work from anywhere: Phone, tablet, laptop - Tallyfy works on all of them. Your process follows you.
- Know who’s actually following the process: See who’s viewed instructions, who’s completed steps, and where things are stuck. Documents can’t tell you any of that.
- It’s alive: This isn’t a static document - it’s an active workflow that guides people through each step, sends reminders, and tracks everything.

Pro > Tallyfy vs. project management tools
How To > Effective operations manuals
Miscellaneous > Tallyfy vs. Projects
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