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Navigate Tallyfy

How to navigate the Tallyfy® platform interface

Tallyfy® uses several key interface areas to help you find information and manage workflow tasks effectively.

What is the left sidebar menu in Tallyfy?

The left sidebar serves as your primary navigation tool in Tallyfy, located on the left side of the screen.

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

How does Tallyfy’s universal search work?

Tallyfy universal search bar displaying search results for workflows and tasks

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 Copy search result link icon in Tallyfy to share direct links

What are the top bar icons in Tallyfy?

  • 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 Tallyfy language selection menu for changing interface language
  • Notifications (Bell icon 🔔): Click to view recent notifications about task assignments, comments, and other workflow activities. See Check Notifications

Support > In-app user guide

Tallyfy offers built-in help access through a sidebar Help button with search and messaging options or through the user profile menu for complete documentation.

Miscellaneous > Universal search

Tallyfy’s Universal Search function provides comprehensive platform-wide search capabilities that enable users to quickly locate templates running processes tasks and snippets through intelligent indexing and advanced search algorithms accessible via the search bar at the top of the interface.

Introduction

Tallyfy is a workflow management platform that solves business efficiency problems by helping non-technical users document standardize track and automate processes through AI-powered templates that ensure consistent execution and continuous improvement across organizations.

Pro > Getting started

Tallyfy provides step-by-step tutorials that guide new users through essential workflow management skills from initial account setup to advanced automation capabilities with a recommended sequential learning path covering organization creation navigation template building and process launching.