Getting started

Getting Started with Tallyfy

Welcome to Tallyfy! This section provides step-by-step tutorials to help you quickly become productive with the platform.

Tutorial path for new users

For best results, follow these tutorials in sequence:

1. Create a new Tallyfy account - Set up your organization
2. Navigate Tallyfy - Learn the interface and basic navigation
3. Create your first template - Design your first workflow template
4. Launch your first process - Put your template into action

What you’ll learn

These tutorials cover essential skills for Tallyfy success:

• Account setup: Create and configure your organization
• Process creation: Design efficient, repeatable workflows
• Task management: Assign, track, and complete tasks
• Collaboration: Share processes with your team
• Automation: Streamline repetitive work with rules and triggers

Tutorial categories

Browse all available tutorials by category below:

• Key features
• Create an organization
• Create an automation
• Welcome snippets
• How-to guides
• Navigate Tallyfy
• Launch a process
• Create your first template

Additional resources

• Key Features: Explore Tallyfy’s advanced capabilities
• Support Center: Access help when you need it
• Onboarding Services: Customize your team’s onboarding experience

Learning approach

These tutorials focus on practical, hands-on learning. Each guide includes actual examples and screenshots to help you apply concepts immediately in your own account.

Related articles

Tutorials > Create an organization

A streamlined process for creating Tallyfy accounts and organizations with automated onboarding tasks plus centralized identity management at account.tallyfy.com enables seamless access across multiple organizations.

Tutorials > How-to guides

A comprehensive resource that delivers practical workflow solutions through task-focused guides and proven implementation strategies to maximize Tallyfy’s capabilities for business process optimization and team efficiency.

Introduction

Tallyfy Pro serves as a comprehensive workflow automation platform that streamlines business operations through task automation real-time tracking standardized processes and continuous improvement capabilities.

Tutorials > Navigate Tallyfy

The platform features a comprehensive navigation system with a left sidebar containing essential functions like process creation and task management along with a top bar offering search functionality language settings and notifications for streamlined workflow operations.