Tallyfy provides an integrated user guide accessible through the Help button in the left sidebar or the Help and FAQs option in your profile menu for instant workflow support without interrupting your work.
Navigate Tallyfy
Tallyfy workflow management uses several key interface areas to help you find information and manage workflow tasks effectively.
The left sidebar serves as your primary navigation tool in Tallyfy, located on the left side of the screen.
- + CREATE: Start new workflow items like processes, templates, or tasks
- HOME: Go to your main Tallyfy dashboard view
- TASKS: See your personal task assignments (learn more)
- TRACKER: View all active workflow processes (learn more)
- TEMPLATES: Access your library of workflow templates (learn more)
- PEOPLE: Manage team members (Administrators only)
- INVITE+: Invite new members to join your Tallyfy organization
- GUIDE: Open the Tallyfy help documentation
- SUPPORT: Contact the Tallyfy support team
- SETTINGS: Access your personal and Tallyfy organization settings
The universal search bar at the top allows you to find items across your entire Tallyfy account.
You can search for processes, templates, tasks, snippets, and team members by typing keywords.
- Sharing Search Results: Click the share icon next to any Tallyfy search result to copy a direct link to that item
- 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
- Notifications (Bell icon 🔔): Click to view recent notifications about task assignments, comments, and other workflow activities. See Check Notifications
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.
Miscellaneous > Universal search
Tallyfy’s universal search function allows users to quickly locate any content across their workspace including templates running processes tasks and snippets by simply typing queries into the search bar which comprehensively indexes all content categories and displays results with contextual information and shareable links.
Tallyfy provides comprehensive additional features and resources including company information browser compatibility details system features like file storage and search support documentation legal information and supplementary tools that enhance workflow management capabilities beyond core functionality.
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