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Introduction

The Basics

How to get started with Tallyfy

4 articles

Use Cases

What can you do with Tallyfy?

3 articles

Features

Blueprints & Steps

A blueprint is like a recipe that you "rinse and repeat" for every process.

44 articles

Processes & Tasks

A process is an instance (or a copy) of a blueprint with assigned tasks

64 articles

Roles & Permissions

Members in Tallyfy have roles and permissions

15 articles

Guests

We offer unlimited, free guest users

17 articles

Forms

You can build form fields before a process launches or within tasks

12 articles

Deadlines

Set deadlines on tasks so people know when they are due

5 articles

Rules

Trigger automations when conditions are met

12 articles

Notifications & Emails

How notifications and emails work

10 articles

Account Settings

Learn about account and organization preferences

33 articles

Billing

Plans, upgrades and payments

14 articles

Testing & Training

Tips and tricks on how to test your processes and train others on Tallyfy

6 articles

Terms & Legals

More about privacy, security and related matters

4 articles

Support

Contacting us and enterprise support options

26 articles

Integrations

API

Using our REST API and webhooks.

11 articles

Microsoft Flow

1 article

Zapier

7 articles

Middleware

5 articles

Authentication

More about authentication options and SSO.

1 article

Slack

Articles about our native Slack App.

1 article

Analytics

General

A general introduction to how we do analytics.

1 article

Schema

How our data is structured to make it easy to consume it.

2 articles

Tableau

About our Tableau integration for analytics.

1 article