How to get started with Tallyfy
Frequently Asked Questions
A blueprint is like a recipe that you "rinse and repeat" for every process.
A process is an instance (or a copy) of a blueprint with assigned tasks
Members in Tallyfy have roles and permissions
We offer unlimited, free guest users
You can build form fields before a process launches or within tasks
Set deadlines on tasks so people know when they are due
Trigger automations when conditions are met
How notifications and emails work
Learn about account and organization preferences
Tips on how to test your processes and train others on Tallyfy
Plans, upgrades and payments
More about privacy, security and related matters
Feedback, training, help and professional service options
Using our REST API and webhooks.
More about authentication options and SSO.
Articles about our native Slack App.
A general introduction to how we do analytics.
About out Power BI integration for analytics.
How our data is structured to make it easy to consume it.
About our Tableau integration for analytics.