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Tallyfy training document for Tallyfy
Get your team running on Tallyfy in under an hour
New to Tallyfy and not sure where to start? This quick start guide walks you through core concepts like templates, processes, tasks, and forms. You'll learn how to build your first workflow, invite your team, and launch your first process.
Run this document in Tallyfy
1
Import this guide into Tallyfy to understand the difference between templates (reusable blueprints) and processes (active instances you launch and track) 2
Follow the 6-step guide to choose your first process, build a template with 5-10 steps, add form fields for data collection, and set deadlines relative to process start 3
Invite team members through Tallyfy's Settings, assign them to groups, then launch your first process and track progress in real-time through the Tracker view Document content
getting-started-with-tallyfy-quick-start-guide.pdf
Document Template
Getting Started with Tallyfy - Quick Start Guide
By Tallyfy Samples Library
Overview
Reading Time: 5 minutes
Best For: New Tallyfy users, team leads, and anyone setting up their first workflow
What You'll Get: You'll create your first template, invite your team, and launch a real process
This is your hands-on quick start guide for Tallyfy. You'll learn the four building blocks -- templates, processes, tasks, and forms -- and see how they work together. We'll walk you through documenting your first process, assigning tasks to your team, setting deadlines, and tracking everything in real time. Whether you're onboarding new hires, managing approvals, or running weekly reports, this guide helps you go from zero to running your first workflow in minutes. By the end, you'll know exactly how Tallyfy keeps your team on the same page, makes sure nothing slips through the cracks, and grows with you as your operations get more complex.
Best For: New Tallyfy users, team leads, and anyone setting up their first workflow
What You'll Get: You'll create your first template, invite your team, and launch a real process
This is your hands-on quick start guide for Tallyfy. You'll learn the four building blocks -- templates, processes, tasks, and forms -- and see how they work together. We'll walk you through documenting your first process, assigning tasks to your team, setting deadlines, and tracking everything in real time. Whether you're onboarding new hires, managing approvals, or running weekly reports, this guide helps you go from zero to running your first workflow in minutes. By the end, you'll know exactly how Tallyfy keeps your team on the same page, makes sure nothing slips through the cracks, and grows with you as your operations get more complex.
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