Tallyfy offers dual tracking interfaces with Tracker for high-level process monitoring and Tasks for detailed task management enabling users to effectively oversee both overall progress and specific assignments.
Navigate Tallyfy
Tallyfy provides an intuitive user interface designed for efficient workflow management. This guide explains the primary navigation elements.
- CREATE - Create new processes, templates, and tasks
- HOME - View your dashboard with all processes, templates, and tasks
- TASKS - Manage tasks assigned to you and create one-off tasks (Learn more about tasks)
- TRACKER - View and manage all running processes in your organization (Learn more about tracking processes)
- TEMPLATES - Access the library of templates in your organization (Learn more about templates)
- PEOPLE - Manage organization members
- INVITE - Invite new members to your organization
- GUIDE - Access product documentation
- SUPPORT - Submit tickets to the technical and product team
- SETTINGS - Manage organization settings, billing, and configurations
The search bar at the top of the screen allows you to search for processes, templates, tasks, or members within your organization. Enter keywords to see relevant results organized by category:
- Templates
- Processes
- Tasks
- Snippets
You can share search results with team members by clicking the clipboard icon at the end of the input field:
Tallyfy supports translation of both the platform interface and the content of your processes and tasks. Click the globe icon in the top bar to select your preferred language.
The bell icon in the top bar displays notifications for task assignments, comments, and other updates related to your processes and tasks.
Tracker View > Manage and track my processes
The Tracker view offers comprehensive process monitoring through sortable cards displaying process details while enabling users to track progress status and filter processes based on various criteria including due dates and alphabetical order.
A comprehensive resource that delivers practical workflow solutions through task-focused guides and proven implementation strategies to maximize Tallyfy’s capabilities for business process optimization and team efficiency.
Tallyfy Pro serves as a comprehensive workflow automation platform that streamlines business operations through task automation real-time tracking standardized processes and continuous improvement capabilities.
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