Your master process is going to evolve as your company and team evolves. Users doing steps in a run are in the perfect position to recognize these changes to improve the process by reporting it to the process owner. Tallyfy gives your whole organization a way to continuously improve your master processes with the ‘suggest an improvement’ feature. […]
Let’s say you have 3 steps in a process A, B and C. If you want to notify the person doing step B only after step A has been completed, this is how you can set this up. Simply select ‘Must be done in order‘ for each step under the Basic‘s tab. This will make sure it […]
You can make comments on a step in a run: Click on the comment (speech bubble) or problem (exclamation mark) icon at the top of the step, …and select you type of comment and click submit. Or, make the comment in the side bar: Comments in steps and run side sends email notifications to the user […]
Your Notifications tab shows you a historical activity feed of ALL comments and problems across ALL runs you are involved in.
How to change email notification settings: Users are able to change email notifications via Manage accounts>My Account. All you need to do is change the ‘Yes’ and ‘No’ dropdown and click ‘Update’. We recommend that you always keep: Prevent all emails from Tallyfy? as ‘No‘ Please see what these email notifications look like here. Please contact us if […]
There are different types of email notifications that Tallyfy sends to users. Here is a list of the most common emails and when the occur: 1.Daily digest emails Tallyfy sends out daily emails to users reminding them what they need to do and notifying them of any new activities in work they are involved it. […]
Tallyfy sends out daily emails to users reminding them what they need to do and notifying them of any new activities in work they are involved it. You can turn on or off these emails by going to ‘Manage Account’ > ‘My Account’.