Tallyfy is a workflow management platform that helps non-technical users document track and improve business processes by centralizing procedures enabling real-time progress monitoring and using AI to optimize workflows for consistent execution across organizations.
Getting started
Welcome to Tallyfy®! This section provides simple, step-by-step tutorials designed to help you begin using the workflow management platform effectively.
These comprehensive tutorials guide you from initial setup through advanced workflow automation. This ensures you can maximize the platform’s capabilities for your organization’s unique requirements.
We recommend new Tallyfy® users follow these tutorials in sequential order for systematic skill building:
- Create an organization - Set up your Tallyfy® account and company workspace for team collaboration.
- Navigate Tallyfy® - Get familiar with the main screens and menus for efficient platform usage.
- Create your first template - Learn how to build your first process blueprint for workflow standardization.
- Launch your first process - Start running a process from your template to see workflows in action.
This progressive sequence ensures you build foundational knowledge before advancing to more complex workflow management concepts.
These Tallyfy® tutorials cover essential workflow management basics for operational excellence:
- Setting up your Tallyfy® account and organization for team productivity
- Designing workflow templates for standardized business processes
- Managing tasks and assignments effectively for accountability
- Collaborating with your team members for seamless communication
- Using simple workflow automations for improved efficiency
These foundational skills enable implementing sophisticated workflow automation across your organization’s departments.
Browse all Tallyfy® tutorials organized by topic below for targeted learning based on your specific needs:
- Create an automation
- Create an organization
- Create your first template
- How-to guides
- Industry-specific workflow applications
- Key features
- Launch a process
- Navigate Tallyfy
- Welcome snippets
- Why training fails - the forgetting curve
- Key Features: Discover more Tallyfy® capabilities for advanced workflow management.
- Support Center: Find answers and get help when you encounter questions or challenges.
- Onboarding Snippets: See how to create welcome messages for new users to improve adoption.
These complementary resources provide deeper insights and ongoing support for your Tallyfy® implementation success.
Tallyfy’s how-to guides offer task-focused instructions and real-world implementation approaches to help users solve common workflow challenges and optimize their business processes more effectively.
Tallyfy offers comprehensive workflow management features including real-time status tracking intelligent automation through conditional logic external guest collaboration and advanced process optimization that transform static documentation into dynamic trackable workflows for operational excellence.
Tallyfy support involves strategic workflow adoption through early user involvement valuable process selection manager buy-in success story sharing planned rollouts automatic onboarding templates universal snippets for guidance and measuring adoption success through usage statistics feedback and process efficiency improvements.
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