What is the Inbox?

The Inbox shows each user what steps they need to do across ALL the runs they are involved in. The Inbox only shows steps that they are eligible to be completed right away. The Inbox will not show steps that are dependent on previous steps – as these can not be completed until the previous steps are […]

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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 […]

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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 […]

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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

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Can I edit a Run or a Process?

Process You can certainly edit and make changes to a Master Process. These changes will be seen in future runs. This is how you can do this: Watch this video or follow instructions below: Go to Library Select the process Click on Edit Make your changes Save it This change will now be seen in future runs […]

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How do I start a run?

Go to the Library and click on Run process after you have built the process. Remember, this is now starting an instance of the Process. Name the Run. If you are on-boarding a new client we recommend to put their name as the name of the run – John Doe – 07/01/2016. If you leave […]

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What are Captures?

In the builder, you can utilize the ‘Capture’ tab to collect information on each step: Here is what each capture would look like when a user is doing the step (in a run): 1.Text field – This enables the user to type into a small text area e.g. Firstname, Lastname etc. 2.Radio Buttons – This enables the user […]

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What are Owners?

In the builder, you can utilize the ‘Owners’ tab to set who would be assigned this step. Options and what they mean: 1. User starting run is assigned to this step The user starting a run will be assigned to this step by default. Only this user will be able to mark this step as […]

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What is the PowerBuilder?

The PowerBuilder helps you build a process faster. If  you have some steps listed in a document or Excel sheet, you could use the PowerBuilder to quickly paste in (or type up) some steps and click ‘Import’ to turn them into steps in the process quickly. This will create steps for you, then you can […]

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