How can I get example or template processes?

The Tallyfy team has built some example processes that you can request to have inserted into your account. To get these, please sign up for an account and contact us (on [email protected]) and we’ll insert them into your account within the Library. Here is a list of the processes you can choose from: Approval looping process Client […]

Read More

What services can Tallyfy provide for implementation and pilots?

Tallyfy offers both one-off professional and technical services before and after implementation as well as a Success Package for pilots to maximize success. One-off professional services What we can offer: Our team and partners of process improvement experts and technical consultants can help with: Process mapping and optimization with stakeholders Configuring your custom processes into Tallyfy Integration services with […]

Read More

How to clear browser’s cache and cookies on my computer?

If you’ve reported technical issues on Tallyfy, the support team may ask you to clear your cache to see if this fixes a problem. This is how you can do it for common browsers you may be using: Google Chrome on your computer Open Chrome. On your browser toolbar, click More . Point to More tools, and […]

Read More

Deep-dive demo

We have a 17 minute pre-recorded webinar going through all of Tallyfy’s basic and advance features – Watch this video. Mapping a flowchart into Tallyfy

Read More

Does Tallyfy offer services?

Professional services If you need extra help with process standardization, optimization, mapping and change management before you automate the process in Tallyfy, we have partnered with a team of independent process experts we can recommend to you based on your needs and industry. Our independent process experts have Six Sigma, Lean, service design and other process […]

Read More

Can you build my process for me?

We can guide you on how to use Tallyfy features through webinars and online support. Professional services If you need extra help with process standardization, optimization, mapping and change management before you automate the process in Tallyfy, we have partnered with a team of independent process experts we can recommend to you based on your industry. […]

Read More

How can I ask for help?

You can ask for help anytime! We’re here to help, every step of the way! 1. Please use the ‘green question mark’ on the bottom left of the application to submit any issues, questions and general feedback. Please click on the camera to send us a screen shot. We will respond as soon as we […]

Read More

How can I submit an question, feedback or a feature request?

You as a Tallyfy user can submit an issue via the ‘green question mark’ on the bottom left corner of the app. Click on the ‘green question mark’ on the bottom left corner that appears in the web application when you are logged in Type your message in. Please explain your issue or requirement in as much […]

Read More