Help and Support

Getting Started

The Basics

A quick start guide

4 articles

FAQs & How-To's

Templates & Steps

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

37 articles

Processes & Tasks

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

49 articles

Coworkers

A coworker is a user in a Tallyfy organization.

8 articles

Guests

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

6 articles

Forms

7 articles

Deadlines

6 articles

Rules

9 articles

Notifications & Emails

Notifications, email preferences & more

6 articles

Account Settings

Access, profile, preferences and more

22 articles

API & Integrations

Zapier, webhooks and more

6 articles

Billing

Plan, upgrades and payments

5 articles

Terms & Legals

Privacy, security and more

3 articles

Support

18 articles