Help and Support

Getting Started

The Basics

A quick start guide

4 articles

Use Cases

See what Tallyfy can be used for

3 articles

Tallyfy Features

Blueprints & Steps

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

44 articles

Processes & Tasks

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

61 articles

Members (Roles & Permissions)

A member is a user within a Tallyfy organization

14 articles

Guests

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

14 articles

Forms

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

12 articles

Deadlines

Set deadlines on tasks so people know when they are due

5 articles

Rules

Trigger tasks when conditions are met

12 articles

Notifications & Emails

Notifications, email preferences & more

7 articles

Account Settings

Access, profile, preferences and more

30 articles

Billing

Plan, upgrades and payments

12 articles

Testing & Training

Tricks on how to test your processes and train others on Tallyfy

6 articles

Terms & Legals

Privacy, security and more

3 articles

Support

Feedback, Contact, Plans and Enterprise

24 articles

Integrations

Middleware

Using Zapier, Microsoft Flow, Tallyfy webhooks and more.

16 articles

Slack

1 article

API

Using our API, webhooks and more.

14 articles