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

39 articles

Processes & Tasks

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

51 articles


A coworker is a user within a Tallyfy organization

9 articles


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

7 articles


Build any type of form and collect data as you complete tasks

9 articles


Set deadlines on tasks so people know when they are due

6 articles


Trigger tasks when conditions are met

10 articles

Notifications & Emails

Notifications, email preferences & more

6 articles

Account Settings

Access, profile, preferences and more

23 articles

API & Integrations

Zapier, webhooks and more

10 articles


Plan, upgrades and payments

6 articles

Terms & Legals

Privacy, security and more

3 articles


Feedback, Contact, Plans and Enterprise

20 articles