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How-to guides

What are Tallyfy’s 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.

What how-to guides are available?

Browse our complete collection of Tallyfy how-to guides below:

What are the benefits of using these how-to guides?

  • 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.

Tutorials > Key features

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.

Introduction

Tallyfy is a workflow management platform that solves business efficiency problems by helping non-technical users document standardize track and automate processes through AI-powered templates that ensure consistent execution and continuous improvement across organizations.

Pro > Getting started

Tallyfy provides step-by-step tutorials that guide new users through essential workflow management skills from initial account setup to advanced automation capabilities with a recommended sequential learning path covering organization creation navigation template building and process launching.

Support > In-app user guide

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.