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How to get around the Tallyfy interface

Section titled “How to get around the Tallyfy interface”

Tallyfy has several key interface areas for finding information and managing tasks.

What’s the left sidebar menu?

Section titled “What’s the left sidebar menu?”

The left sidebar is your main navigation in Tallyfy.

Sidebar with numbered step indicators feature
  1. + CREATE: Start new processes, templates, or tasks
  2. HOME: Go to your dashboard
  3. TASKS: See your task assignments (learn more)
  4. TRACKER: View all active processes (learn more)
  5. TEMPLATES: Access your template library (learn more)
  6. PEOPLE: Manage team members (Administrators only)
  7. INVITE+: Invite new members to your organization
  8. GUIDE: Open help documentation
  9. SUPPORT: Contact the support team
  10. SETTINGS: Access personal and organization settings

How does universal search work?

Section titled “How does universal search work?”
Search results for the word Client, with the Templates tab selected and five matching templates listed.

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. Search for Client showing template results, with the link icon at the end of the box marked.

What are the top bar icons?

Section titled “What are the top bar icons?”
  • 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. Language settings panel with app and content language options
  • Notifications (Bell icon): Click to view recent notifications about task assignments, comments, and other activity. See Check Notifications.
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Pro > Tracking

Tallyfy has two tracking views in the sidebar. Tracker View monitors entire workflows across…
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