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Getting started

Getting started with Tallyfy

Welcome to Tallyfy! This section provides simple, step-by-step guides to help you begin using the platform.

We suggest new users follow these guides in order:

  1. Create an organization - Set up your Tallyfy account and company workspace.
  2. Navigate Tallyfy - Get familiar with the main screens and menus.
  3. Create your first template - Learn how to build your first process blueprint.
  4. Launch your first process - Start running a process from your template.

What you’ll learn

These tutorials cover the basics:

  • Setting up your account.
  • Designing workflows (templates).
  • Managing tasks.
  • Working with your team.
  • Using simple automations.

Tutorial categories

Browse all tutorials by topic below:

Other helpful resources

Tutorials > Create an organization

Users can create a Tallyfy account to establish their organization’s workspace or join existing ones while receiving guidance through a welcome task and having the flexibility to access multiple organizations with a single login.

Tutorials > How-to guides

Practical step-by-step instructions and real-world examples help users optimize their workflow processes and tackle common challenges within the Tallyfy platform.

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.

Miscellaneous > Support

The comprehensive guide outlines strategies for successful team adoption of Tallyfy through early user involvement automated onboarding universal guidance snippets and measuring platform usage effectiveness.