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Tallyfy

Keyboard shortcuts

Keyboard shortcuts in Tallyfy

Keyboard shortcuts let you navigate and complete work faster without reaching for the mouse.

General shortcuts

These shortcuts work on most Tallyfy pages, except inside the template editor or when viewing running process details.

  • Create a one-off task - Press Ctrl + Option + T (Mac) or Ctrl + Alt + T (Windows) to create a standalone task.
  • Launch a process - Press Ctrl + Option + P (Mac) or Ctrl + Alt + P (Windows) to open the Templates section and launch a process.

Shortcuts for completing forms

When completing tasks with form fields, these shortcuts speed up data entry:

  • Tab key - Move between form fields and cycle through options in dropdowns or radio button groups.
  • Spacebar - Select or toggle options, including dropdown items, radio buttons, checkboxes, and file upload buttons.

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 > Launch a process

Launching a process in Tallyfy means turning a saved template into a live trackable instance by clicking Launch Process and naming it before optionally editing assignees and deadlines and then tracking progress automatically through the Tracker view.

Introduction

Tallyfy is a no-code workflow platform that lets non-technical users turn any business process into a self-driving workflow in minutes by documenting steps as reusable templates and then launching them as trackable processes with automatic task assignments and deadlines and conditional logic and real-time progress visibility for both internal teams and external clients — saving organizations roughly 2 hours per employee per day by eliminating status meetings and follow-up emails and forgotten handoffs.

Triggers > Launch via a magic link

Magic links in Tallyfy are special URLs that let logged-in users trigger actions like launching processes or completing tasks simply by clicking a link and these can be embedded in emails or intranet pages with pre-filled data using URL parameters and JSON-encoded field values.
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