Basics

Basics

Start Here!

4 articles

Features

Blueprints & Steps

Map out your repeated processes

59 articles

Documents

Capture how-to's and playbooks

4 articles

Processes & Tasks

Blueprints in action

76 articles

Roles & Permissions

Choose who sees what

20 articles

Guests

Unlimited, free guest users for everyone

15 articles

Forms

Integrate them into processes, or not!

22 articles

Deadlines

Clear dates = less confusion

4 articles

Rules

Specific conditions require specific steps

15 articles

Notifications & Emails

Alerts for optimal communication

13 articles

Account Settings

Refine your account here

40 articles

Testing & Training

Tips to optimize your Tallyfy experience

9 articles

Billing

Pricing, Plans, Upgrades

17 articles

Terms & Legals

Keep everything private and secure

5 articles

Tallyfy Support & Services

General Questions and Customer Service

29 articles

Integrations

API

Using our REST API and webhooks

15 articles

Gmail

Tallyfy in your mailbox

1 article

Power Automate

A middleware platform

7 articles

Zapier

A middleware platform

14 articles

Middleware

Bridge Tallyfy with other apps

20 articles

Authentication

SSO: Single Sign On Options

1 article

Slack

Using our native Slack App

1 article

Analytics

General

Getting the best analytics for your organization

4 articles

Power BI

Using our Power BI integration for analytics

1 article

Schema

How our data is structured: Your data is yours.

1 article

Tableau

Our Tableau integration for visual analytics

4 articles