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.
How-to guides
This section offers practical guides to help you solve common workflow challenges using Tallyfy.
Each how-to guide examines specific business situations and provides effective ways to handle them.
These how-to guides complement our feature documentation by demonstrating how Tallyfy features can be combined to solve real-world business problems effectively.
Browse our complete collection of Tallyfy how-to guides below:
- Automatically track and run complex approval workflows
- Build an effective operations manual
- Build effective forms
- Ensure everyone in your team completes an approval or task
- How to merge two process templates into one
- Improve processes effectively
- Make people accountable for tasks
- Process improvement
- Task-focused instructions: Step-by-step help for common workflow issues
- Implementation approaches: Ideas based on real Tallyfy customer implementations
- Efficiency tips: Suggestions to help your team work more productively
- Process optimization: Ideas for making your business workflows more effective
When you have suggestions for other how-to guides you’d find helpful, please contact our Tallyfy support team.
Tallyfy provides step-by-step tutorials that guide new users through setting up their organization navigating the platform creating workflow templates and launching processes to build foundational workflow management skills for operational excellence.
Tallyfy is a workflow management platform that helps non-technical users document track and improve business processes through AI-powered templates automated task management and real-time progress monitoring to solve problems like inconsistent work execution forgotten tasks and inefficient manual processes.
Tallyfy offers built-in help access through a sidebar Help button with search and messaging options or through the user profile menu for complete documentation.
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