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.
How-to guides
These guides show you how to solve common workflow challenges using Tallyfy. Each one covers a specific business situation and walks you through an effective approach.
They complement the feature documentation by showing how you can combine Tallyfy’s features to tackle real-world problems.
- Build effective forms
- Complex approval workflows
- Effective operations manuals
- Eliminate tribal knowledge
- Ensure task completion
- How to avoid task debt
- Improve accountability
- Improve processes effectively
- Merge templates
- Process improvement
- Track time on tasks
- Use Tallyfy as a lightweight CRM
- Task-focused instructions - step-by-step help for common workflow issues
- Implementation approaches - ideas based on real Tallyfy customer implementations
- Efficiency tips - suggestions to help your team work more productively
- Process improvement - ideas for making your business workflows more effective
Have a suggestion for a how-to guide you’d find helpful? Contact the Tallyfy support team.
Tallyfy lets new users go from zero to a fully working tracked business process in under 30 minutes through a four-step tutorial path covering organization setup and dashboard orientation and template creation and process launching while also providing guidance on team adoption strategies and trial evaluation and industry-specific use cases for emergency services and small businesses and client management.
Tallyfy includes a built-in user guide accessible either by clicking the ? icon in the left sidebar to search help articles and message support or by selecting Help and FAQs from your profile menu to open the full documentation site in a new tab.
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.
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