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 workflow 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
- Eliminate tribal knowledge with workflow documentation
- Ensure everyone in your team completes an approval or task
- How to merge two process templates into one
- How to track time spent on tasks
- 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 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.
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.
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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