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Tallyfy

Provide context to support

What info does Tallyfy support need?

When you contact support, they’ll usually ask for two things to find and fix your issue fast:

  1. The full URL from your browser - If your question is about a specific task, running process, template, or guest task link, copy the entire web address from your browser’s address bar (starting with https://go.tallyfy.com/...) and paste it into your support ticket or email.

  2. Your Organization ID - This unique ID helps support locate your account. Find it by going to Settings > Organization in Tallyfy. Copy the ID shown there and include it in your message. See also: Find your Tallyfy IDs.

Including both details lets the support team jump straight to the exact item you’re asking about.

Miscellaneous > Find your Tallyfy IDs

Every element in Tallyfy has a unique ID that you can find through Settings for your Organization ID and Template ID or by checking the browser URL for your Process ID which is essential for support requests and integrations.

Pro > Miscellaneous

Tallyfy offers a range of resources beyond its core workflow tools including company background and trust information along with support and troubleshooting guides and details on browser compatibility and system features like file storage and search and translation and legal documentation.

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 > Key features

Tallyfy transforms static process documentation into dynamic and trackable workflows with real-time status tracking and conditional logic automation plus external guest collaboration and built-in process optimization tools.
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