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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.

Pro > Getting started

Tallyfy tutorials provide step-by-step guidance to create templates launch automated workflows and master essential features within 15-30 minutes helping teams transform their business processes from setup to implementation.

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.

Introduction

Tallyfy transforms business processes into self-driving workflows without coding using AI to create templates that automatically assign tasks track progress and delegate work to people or automation while solving workflow inefficiencies that waste 20-40% of work time.