Miscellaneous > Universal search
Tallyfy’s universal search lets you instantly find any template, running process, task, or…
Navigate Tallyfy
Tallyfy has several key interface areas for finding information and managing tasks.
The left sidebar is your main navigation in Tallyfy.
- + CREATE: Start new processes, templates, or tasks
- HOME: Go to your dashboard
- TASKS: See your task assignments (learn more)
- TRACKER: View all active processes (learn more)
- TEMPLATES: Access your template library (learn more)
- PEOPLE: Manage team members (Administrators only)
- INVITE+: Invite new members to your organization
- GUIDE: Open help documentation
- SUPPORT: Contact the support team
- SETTINGS: Access personal and organization settings
The search bar at the top lets you find anything across your Tallyfy account: processes, templates, tasks, snippets, and team members. Just type keywords.
- Sharing results: There’s a share icon next to each search result. Click it to copy a direct link to that item.
- Language selector (Globe icon): Click to change the display language for menus and buttons. If your organization uses the Azure Translation integration, you can also select a language for automatic content translation.
- Notifications (Bell icon): Click to view recent notifications about task assignments, comments, and other activity. See Check Notifications.
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