Skip to content
Tallyfy

Gmail add-on

Using the Tallyfy Gmail add-on

Section titled “Using the Tallyfy Gmail add-on”

The Gmail add-on lets you create tasks, start processes, and view your task list - right from your inbox. No tab switching needed.

What you need

Section titled “What you need”
  • A Google Workspace or standard Gmail account
  • An active Tallyfy account
  • Permission from your Google Workspace admin to install add-ons (for work accounts)

Key features

Section titled “Key features”
  • Create Task - turn any email into a Tallyfy task with the subject and body pre-filled
  • My Tasks - view, edit, and complete your assigned tasks without leaving Gmail
  • Start Process - pick a template and launch a workflow from any email
  • Link Email to Task - attach a Gmail thread to an existing Tallyfy task as a comment

How to install it

Section titled “How to install it”
  1. Go to the Tallyfy Add-on page in the Google Workspace Marketplace ↗
  2. Click Install
  3. Grant the required permissions so Gmail can connect with Tallyfy
  4. Look for the Tallyfy icon in Gmail’s right sidebar

Using the add-on in Gmail

Section titled “Using the add-on in Gmail”

Click the Tallyfy icon in Gmail’s right sidebar. Sign in once, then you’ll see the dashboard.

The dashboard shows these buttons: Create Task, My Tasks, Start Process, Link Email to Task, and Settings.

Tallyfy app listing on the Google G Suite Marketplace

Creating a task from an email

Section titled “Creating a task from an email”
  1. Click Create Task on the dashboard
  2. The task name auto-fills from the email subject, and the details field pulls in the email body
  3. Set a deadline using natural language (e.g., “Tomorrow night”, “May 6th at 5:30pm”)
  4. Assign the task to a team member or guest
  5. Click Create

Starting a process from an email

Section titled “Starting a process from an email”
  1. Click Start Process on the dashboard
  2. Select a template from the dropdown
  3. Fill in any kick-off form fields
  4. Click Continue to launch

Templates on a Docs plan won’t appear here - you need a Basic or Pro plan to start processes.

Checking your tasks

Section titled “Checking your tasks”
  1. Click My Tasks on the dashboard
  2. Your active tasks appear with View, Edit, and Complete buttons on each
  3. Use Prev / Next to page through results
  4. Click View in browser to open Tallyfy’s full task view

Linking an email to a task

Section titled “Linking an email to a task”

This lets you post a Gmail thread as a formatted comment on any existing task.

  1. Click Link Email to Task on the dashboard
  2. Select a template, then a running process, then a specific task
  3. The email thread (subject, sender, body) gets posted as a comment on that task

Troubleshooting

Section titled “Troubleshooting”
ProblemFix
Tallyfy icon missingRefresh Gmail and clear your browser cache
Can’t sign inSign out of the add-on completely, then sign back in
Can’t create tasksCheck your Tallyfy permissions - Light users have limits
Add-on is slowTry refreshing - it’s usually a connection issue

Where it works

Section titled “Where it works”

The add-on works on desktop Gmail and the mobile Gmail app. Desktop gives the fullest experience.

Section titled “Related articles”
Get in touch
About Tallyfy