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Tallyfy training document for Tallyfy
Get your team running on Tallyfy in under an hour
New to Tallyfy and not sure where to start? This quick start guide walks you through core concepts like templates, processes, tasks, and forms. You'll learn how to build your first workflow, invite your team, and launch your first process.
Run this document in Tallyfy
1
Import this guide into Tallyfy to understand the difference between templates (reusable blueprints) and processes (active instances you launch and track) 2
Follow the 6-step guide to choose your first process, build a template with 5-10 steps, add form fields for data collection, and set deadlines relative to process start 3
Invite team members through Tallyfy's Settings, assign them to groups, then launch your first process and track progress in real-time through the Tracker view Document content
getting-started-with-tallyfy-quick-start-guide.pdf
Document Template
Getting Started with Tallyfy - Quick Start Guide
By Tallyfy Samples Library
Overview
Reading Time: 5 minutes
Best For: New Tallyfy users, team administrators, operations managers
Outcome: Create your first template and launch a process
Your complete introduction to Tallyfy workflow automation software. This quick start guide walks you through the core concepts of templates, processes, tasks, and forms. Learn how to document your first standard operating procedure, assign tasks to team members, set deadlines, and track progress in real-time. Perfect for new users getting started with process management, operations teams implementing workflow tracking, and businesses looking to eliminate manual task coordination. By the end of this guide, you will understand how Tallyfy helps you standardize operations, improve accountability, and scale without chaos.
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