If you are looking to sort and categorize the master processes in the ‘Library’, we recommend that you name your master process starting with the category name. This way, they appear in alphabetical order and would be easy to search: Eg. Administrative – Security badge creation Administrative – Expense Approval HR – Resume review HR – Monthly […]
This is how you can make an image to appear on a step/task. First, save the image you would like to show as a file in a public cloud folder in a file storage system such as Dropbox. Copy it’s public URL: Go to the step’s Basic tab Scroll down to the ‘Advanced settings‘ and ‘Adds links […]
Your Notifications tab shows you a historical activity feed of ALL comments and problems across ALL runs you are involved in.
You may wish to preview, print or save your master process as a PDF. This is how you can do this: Go to the process (in Library) Click on the process. Select Print: This is what it would look like: You can save or print it.
The ‘Export’ and ‘Import’ feature in the Tallyfy builder lets you make copy a Tallyfy master process in the same or another organization. This is how: First you need to ‘Export‘ the process you want to copy: Go to Library in the Main Menu Select the master process you would like to copy Select ‘Edit process’ Click […]
Go to Analytics via then Main Menu Go to the side bar – Runs>State Analysis Click on ‘View runs’ on the selected master process. Ensure you DO NOT delete the master process. Click on ‘Permanently delete’ on each run
After a run has been completed, you may wish to export it as a CSV. This is how you can export a run 1.Go to Dashboard 2. Select the run by clicking on it 3. Select ‘Export run to CSV‘ 4. Select steps you want included in the CSV 5. Scroll down click on ‘Export run‘. […]
We will start by defining the meaning of words and entities within Tallyfy. Process A process is a a template that looks like a checklist. A regular user can build unlimited processes if they have permissions to do so. Run When you actually want to do a process, you take a copy of the process […]