Tallyfy offers complete 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 workflow features can be combined to solve real-world business problems effectively.
Browse our complete collection of Tallyfy how-to guides below:
- Build effective forms
- Complex approval workflows
- Effective operations manuals
- Eliminate tribal knowledge
- Ensure task completion
- How to avoid task debt
- Improve accountability
- Improve processes effectively
- Merge templates
- Process improvement
- Track time on tasks
- 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 an integrated user guide accessible through the Help button in the left sidebar or the Help and FAQs option in your profile menu for instant workflow support without interrupting your work.
These tutorials guide new users through setting up Tallyfy in under 30 minutes by teaching them to create organizations and templates and launch their first automated workflows with practical tips for team adoption and trial evaluation.
Tallyfy transforms business processes into automated self-driving workflows that anyone can create in minutes without coding - saving organizations 2 hours per employee daily through real-time tracking and automatic task routing while eliminating the 90% knowledge loss from traditional training methods.
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