A quick start guide
A 'template' is a blueprint of any process with all the steps of the process.
A 'process' is an instance (or a copy) of a 'template' with assigned tasks.
A coworker is a user in a Tallyfy organization.
Guests are FREE users outside of your Tallyfy organization who can complete tasks.
Notifications, email preferences & more
Access, profile, preferences and more
Zapier, webhooks and more
Privacy, security and more