Navigate Tallyfy

Navigating the Tallyfy platform

Tallyfy uses a few key areas to help you find information and manage your work effectively.

Left sidebar menu

This is your primary navigation tool, located on the left side of the screen.

1. + CREATE: Start new items like processes, templates, or tasks.
2. HOME: Go to your main dashboard view.
3. TASKS: See your personal task list (learn more).
4. TRACKER: View all active processes (learn more).
5. TEMPLATES: Access your library of process templates (learn more).
6. PEOPLE: Manage team members (Administrators only).
7. INVITE+: Invite new members to join your organization.
8. GUIDE: Open the Tallyfy help documentation.
9. SUPPORT: Contact the Tallyfy support team.
10. SETTINGS: Access your personal and organization settings.

Visibility depends on your role

Some sections, like People or certain Settings, are only visible if you have the Administrator role. Standard and Light roles have different access levels.

Universal search bar

The search bar at the top allows you to find items across your entire Tallyfy account, including processes, templates, tasks, snippets, and members. Just type keywords to search.

• Sharing Search Results: Click the share icon next to any search result to copy a direct link to that item.

Top bar icons on the right side

• Language Selector (Globe icon 🌐): Click to change the display language for Tallyfy menus and buttons. If your organization uses the Azure Translation integration, you can also select a language for automatic content translation here.
• Notifications (Bell icon 🔔): Click to view recent notifications about task assignments, comments, and other activities. See Check Notifications.

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Pro > Getting started

A comprehensive guide for new Tallyfy users to learn essential platform features through step-by-step tutorials covering account setup workflow design task management team collaboration and basic automation tools.

Miscellaneous > Universal search

The Universal Search bar enables users to find templates processes tasks and snippets by searching through titles descriptions tags notes and comments with the ability to share direct links to search results.

Support > In-app user guide

Tallyfy’s in-app help system can be accessed through either the Help button in the left sidebar or the Help and FAQs option in the user menu dropdown.

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The comprehensive guide outlines essential Tallyfy features including support resources browser compatibility system functionalities and organizational tools while providing navigation options for accessing documentation and legal information.