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How-to guides

How To Guides for Tallyfy

This section provides practical, solution-oriented guides to help you overcome common workflow challenges and get the most out of Tallyfy. Each guide focuses on specific situations you might encounter and offers proven approaches to solve them effectively.

These How To guides complement our feature-based documentation by showing you how to combine Tallyfy’s capabilities to address real-world business scenarios.

Available guides

Browse our collection of How To guides:

Benefits of these guides

  • Practical solutions - Task-focused instructions for common workflow challenges
  • Best practices - Proven approaches based on successful Tallyfy implementations
  • Efficiency boosters - Tips to help your team work smarter, not harder
  • Process optimization - Ideas for refining your workflows for better results

If you have suggestions for additional How To guides that would be helpful, please contact our support team.

Pro > Getting started

A comprehensive guide outlining essential Tallyfy platform tutorials for new users to master account setup process creation task management collaboration and workflow automation fundamentals.

Support > In-app user guide

Users can access Tallyfy’s built-in guide through the Help button in the left sidebar or by clicking the arrow next to their name and selecting Help and FAQs.

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.
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