Tallyfy Support Documentation

Getting Started

The Basics

A quick start guide

2 articles

FAQs & How-tos

Templates & Steps

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

11 articles

Processes & Tasks

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

20 articles


A coworker is a user in a Tallyfy organization.

3 articles


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

3 articles

Notifications & Emails

Notifications, email preferences & more

1 article


3 articles

Account Settings

Access, profile, preferences and more

3 articles

API & Integrations

Zapier, webhooks and more

2 articles

Terms & Legals

Privacy, security and more

2 articles


2 articles