Get started with Tallyfy. These four step-by-step tutorials cover organization setup, dashboard…
How-to guides
What are Tallyfy’s how-to guides?
Section titled “What are Tallyfy’s how-to guides?”These guides show you how to solve common workflow challenges using Tallyfy. Each one covers a specific business situation and walks you through an effective approach.
They’re a complement to the feature documentation, showing how you can combine Tallyfy’s features to tackle real-world problems.
Available guides
Section titled “Available guides”- Avoiding task debt
- Build effective forms
- Complex approval workflows
- Effective operations manuals
- Eliminate tribal knowledge
- Ensure task completion
- Import a Word document
- Improve accountability
- Improve processes effectively
- Merge templates
- Process improvement
- Track time on tasks
- Use Tallyfy as a lightweight CRM
Why use these guides?
Section titled “Why use these 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 improvement - ideas for making your business workflows more effective
Have a suggestion for a how-to guide you’d find helpful? Contact the Tallyfy support team.
Related articles
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Process Improvement > Understanding your current processes
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