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In-app user guide

Finding the in-app user guide

Tallyfy has a built-in user guide so you can find answers and step-by-step guides without leaving the app. There are two ways to access it:

  1. Sidebar Help button - Click the ? icon near the bottom of the left sidebar.

    • This opens a support panel. Use the Answers tab to search help articles, or the Ask tab to message our support team directly. User guide panel with search bar and expandable content sections
  2. Profile menu - Click your name or profile picture in the top right corner, then select Help and FAQs.

    • This opens the full help documentation site in a new browser tab. User menu dropdown with Help and FAQs option highlighted

Support > Contact support

Tallyfy offers support through an in-app help bubble with searchable articles and messaging plus email at support@tallyfy.com and unlimited free 25-minute screen-sharing calls along with professional services like process mapping and custom template development for deeper needs.

Tutorials > Navigate Tallyfy

Tallyfy’s interface is built around a left sidebar menu with quick access to creating processes and templates along with sections for tasks and tracking and people management plus a universal search bar at the top that finds anything across your account and top bar icons for language selection and notifications.

Tutorials > How-to guides

Tallyfy’s how-to guides provide task-focused step-by-step instructions that show you how to combine platform features to solve real-world workflow challenges and help your team work more productively.

Miscellaneous > See product updates

Tallyfy lets you check the latest product updates either by clicking your name in the top-right corner and selecting “Latest Updates” or by visiting the changelog page at tallyfy.com/changelog for detailed release notes and feature announcements.