Tallyfy Support Documentation

Getting Started

The Basics

A quick start guide

3 articles

FAQs & How-tos

Templates & Steps

A 'template' is a blueprint of any process with all the steps of the process.

27 articles

Processes & Tasks

A 'process' is an instance (or a copy) of a 'template' with assigned tasks.

38 articles


A coworker is a user in a Tallyfy organization.

7 articles


Guests are FREE users outside of your Tallyfy organization who can complete tasks.

4 articles


2 articles


5 articles

Notifications & Emails

Notifications, email preferences & more

3 articles

Account Settings

Access, profile, preferences and more

15 articles

API & Integrations

Zapier, webhooks and more

4 articles


Plan, upgrades and payments

1 article

Terms & Legals

Privacy, security and more

3 articles


12 articles