Help and Support

Getting Started

The Basics

A quick start guide

5 articles

Use Cases

See what Tallyfy can be used for

3 articles

FAQs & How-To's

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

65 articles

Members (Roles & Permissions)

A member is a user within a Tallyfy organization

14 articles


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

13 articles


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

13 articles


Set deadlines on tasks so people know when they are due

5 articles


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

API & Integrations

Using our API, webhooks, middleware platforms and more

23 articles


Plan, upgrades and payments

11 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


Feedback, Contact, Plans and Enterprise

25 articles