Does Tallyfy work on a smart phone?

Tallyfy does not have a native phone app today. However, It has a responsive design so that it can be accessed via any internet browser – even on a phone or tablet.   We hope this post was helpful.  

Read More

How can I sort master processes by category?

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 […]

Read More

How do I embed an image on a step?

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 […]

Read More

How to copy or clone a Tallyfy master process?

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 […]

Read More

How to permanently delete a run?

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      

Read More

How to export a run to CSV?

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‘. […]

Read More

Glossary of terms

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 […]

Read More