How to get started with Tallyfy
7 articles
A blueprint is like a recipe that you "rinse and repeat" for every process.
42 articles
A process is an instance (or a copy) of a blueprint with assigned tasks
63 articles
Members in Tallyfy have roles and permissions
15 articles
We offer unlimited, free guest users
18 articles
You can build form fields before a process launches or within tasks
14 articles
Set deadlines on tasks so people know when they are due
6 articles
Trigger automations when conditions are met
13 articles
How notifications and emails work
11 articles
Learn about account and organization preferences
33 articles
Tips on how to test your processes and train others on Tallyfy
9 articles
Plans, upgrades and payments
17 articles
More about privacy, security and related matters
5 articles
Feedback, training, help and professional service options
28 articles
Using our REST API and webhooks.
15 articles
1 article
7 articles
13 articles
19 articles
More about authentication options and SSO.
1 article
Articles about our native Slack App.
1 article
A general introduction to how we do analytics.
3 articles
About out Power BI integration for analytics.
1 article
How our data is structured to make it easy to consume it.
1 article
About our Tableau integration for analytics.
4 articles